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CleverReach + Zoho CRM

Add or update CleverReach subscribers for new or updated Zoho CRM contacts

Keep your CleverReach subscriber list up-to-date with this efficient workflow. Whenever a new or updated contact is detected in Zoho CRM, they will be added or updated as a subscriber in your CleverReach account. This seamless connection ensures that your marketing efforts are always reaching the most current recipients, saving you time and maintaining your contact database effortlessly.

Keep your CleverReach subscriber list up-to-date with this efficient workflow. Whenever a new or updated contact is detected in Zoho CRM, they will be added or updated as a subscriber in your CleverReach account. This seamless connection ensures that your marketing efforts are always reaching the most current recipients, saving you time and maintaining your contact database effortlessly.

  1. When this happens...
    Zoho CRMZoho CRM
    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this!
    CleverReachCleverReach
    Add/Update Subscriber

    Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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About CleverReach

CleverReach is an email marketing solution that lets you easily create newsletters online and send them to your customers.
Learn more

Related categories

  • Email Newsletters
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