RD Station and Cleverreach Integration

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Unify marketing efforts by syncing RD Station leads to Cleverreach for targeted email campaigns. Latenode's visual editor simplifies complex workflows, while affordable execution-based pricing optimizes your marketing budget.

Swap Apps

RD Station

Cleverreach

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Cleverreach

Create a New Scenario to Connect RD Station 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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Cleverreach will be your first step. To do this, click "Choose an app," find RD Station or Cleverreach, and select the appropriate trigger to start the scenario.

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

Click on the RD Station node to configure it. You can modify the RD Station URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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RD Station

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Connect RD Station

Sign In

Run node once

Add the Cleverreach Node

Next, click the plus (+) icon on the RD Station 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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RD Station

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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.

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RD Station

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Cleverreach

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Connect Cleverreach

Sign In

Run node once

Configure the RD Station 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.

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Cleverreach

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Cleverreach Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the RD Station 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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Cleverreach

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring RD Station, 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 RD Station and Cleverreach integration works as expected. Depending on your setup, data should flow between RD Station 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 RD Station and Cleverreach

Cleverreach + Google Sheets + RD Station: When a new subscriber is added to Cleverreach, their data is added to a Google Sheet for tracking. If the subscriber converts into a lead in RD Station, the corresponding row in Google Sheets is updated with lead conversion details.

Cleverreach + RD Station + Slack: When a new subscriber is added to Cleverreach, and that subscriber later converts into a lead in RD Station, a notification is sent to a designated Slack channel informing the sales team of the qualified lead.

RD Station and Cleverreach integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

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.

See how Latenode works

FAQ RD Station and Cleverreach

How can I connect my RD Station account to Cleverreach using Latenode?

To connect your RD Station account to Cleverreach on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select RD Station and click on "Connect".
  • Authenticate your RD Station and Cleverreach accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync new RD Station leads to Cleverreach lists?

Yes, easily! Latenode's visual editor allows you to automate this, ensuring new leads are instantly added to your Cleverreach mailing lists, boosting engagement without manual work.

What types of tasks can I perform by integrating RD Station with Cleverreach?

Integrating RD Station with Cleverreach allows you to perform various tasks, including:

  • Automatically adding new RD Station leads to a Cleverreach list.
  • Updating contact information in Cleverreach from RD Station.
  • Triggering email campaigns in Cleverreach based on RD Station events.
  • Segmenting Cleverreach subscribers based on RD Station lead scoring.
  • Sending personalized welcome emails via Cleverreach to new RD Station leads.

Can I filter RD Station contacts before sending them to Cleverreach?

Yes! Latenode allows advanced filtering using JavaScript or AI, ensuring only qualified leads are synced, improving email campaign targeting and ROI.

Are there any limitations to the RD Station and Cleverreach integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex RD Station segmentation rules may require custom JavaScript logic.
  • Large data migrations between RD Station and Cleverreach might experience initial delays.
  • Field mapping discrepancies between the two platforms may need manual adjustments.

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