How to connect Microsoft Excel and Cleverreach
Create a New Scenario to Connect Microsoft Excel and Cleverreach
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Excel, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Excel or Cleverreach will be your first step. To do this, click "Choose an app," find Microsoft Excel or Cleverreach, and select the appropriate trigger to start the scenario.

Add the Microsoft Excel Node
Select the Microsoft Excel node from the app selection panel on the right.


Microsoft Excel

Configure the Microsoft Excel
Click on the Microsoft Excel node to configure it. You can modify the Microsoft Excel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Cleverreach Node
Next, click the plus (+) icon on the Microsoft Excel node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.


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Cleverreach


Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the Microsoft Excel and Cleverreach Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft Excel and Cleverreach Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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Cleverreach
Trigger on Webhook
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Microsoft Excel
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring Microsoft Excel, Cleverreach, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft Excel and Cleverreach integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Cleverreach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft Excel and Cleverreach
WooCommerce + Microsoft Excel + Cleverreach: When a new order is placed in WooCommerce, the order information is added to a new row in a Microsoft Excel worksheet. This new customer data then triggers the addition of the customer to a specific Cleverreach email list.
Cleverreach + Microsoft Excel + Google Sheets: When a new campaign is created in Cleverreach, the campaign data is added to a new row in a Microsoft Excel worksheet. That data is then added to a Google Sheet for better visibility.
Microsoft Excel and Cleverreach integration alternatives

About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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See how Latenode works
FAQ Microsoft Excel and Cleverreach
How can I connect my Microsoft Excel account to Cleverreach using Latenode?
To connect your Microsoft Excel account to Cleverreach on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft Excel and click on "Connect".
- Authenticate your Microsoft Excel and Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cleverreach with new Excel leads?
Yes, you can! Latenode enables real-time sync between Microsoft Excel and Cleverreach. Automatically add new leads to your email lists and nurture campaigns. Save time and improve conversion rates!
What types of tasks can I perform by integrating Microsoft Excel with Cleverreach?
Integrating Microsoft Excel with Cleverreach allows you to perform various tasks, including:
- Import new subscriber data from Excel to Cleverreach lists.
- Update subscriber information in Cleverreach from Excel data.
- Trigger email campaigns in Cleverreach based on Excel events.
- Export Cleverreach campaign results to Excel for analysis.
- Create personalized email content using Excel data in Cleverreach.
How does Latenode handle large Excel files when integrating with Cleverreach?
Latenode uses optimized data streaming and chunking to efficiently process large Microsoft Excel files, ensuring reliable integration with Cleverreach, even with extensive data.
Are there any limitations to the Microsoft Excel and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Excel formulas might require JavaScript for full compatibility.
- Very large Cleverreach lists can affect initial sync speed.
- Custom field mappings require careful configuration.