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CleverReach Zapier integrationAutomate CleverReach with Zapier.

The CleverReach Zapier integration gives you 4 triggers, 3 actions and 1 search. All four triggers are polled, so your plan sets how fast a new subscriber or a click reaches the Zap, and nearly every step is tied to one list.

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Overview

What the CleverReach Zapier integration does for you

Connecting CleverReach to Zapier lets a Zap (an automation you build on Zapier: one trigger, then one or more actions that run every time) watch your lists and campaigns and act on them. New subscribers, opt-outs and link clicks become signals, and subscribers or orders can be written in from outside without an export.

Clicks that sort your readers. New Campaign Link Click spots who clicked in a given campaign, and Add/Update Subscriber files that reader into another list, with tags. A SaaS newsletter can send everyone who clicked the pricing link to a sales follow-up list.

Opt-outs that travel across lists. New Unsubscriber catches each person leaving a list, and Unsubscribe Email removes the same address from another one, so one opt-out is respected everywhere you want it to be.

Purchase data where your emails live. Add Order Item records an order line against a subscriber, and Find Subscriber looks an address up across all your lists before a step writes anything. New Subscriber and New Campaign complete the picture.

What the integration does not do: no trigger is instant, so nothing reaches the Zap before Zapier's next check, and no action deletes a subscriber or sends a campaign. If you are weighing tools, the CleverReach Make integration covers the same app on Make.

Vocabulary

Zapier vocabulary in one minute

Eight words keep coming back on this page. Here they are once, in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger event happens.
Trigger
The event that starts the Zap, here a new subscriber, an opt-out, a new campaign or a link click. Once the Zap is on, Zapier looks for it.
Action
What the Zap does once it has started: the step that writes something for you, such as adding a subscriber to a list.
Task
The unit Zapier bills. One task is one action your Zap completed successfully, and your plan's allowance counts those.
Polling trigger
A trigger Zapier checks on a timer: it asks CleverReach for new items at a fixed interval and keeps only what it has not seen. All four work this way.
Instant trigger
The other kind, reported by the app the moment it happens. CleverReach has none, which is why your plan's interval matters here.
Filter
A step that lets the Zap carry on only when what arrived matches the condition you set, and stops it quietly otherwise.
Search step
A step that looks up something that already exists, here a subscriber by email across all lists, so later steps can use it.
Cost

What a CleverReach Zap really costs

Short version: checks are free, completed actions are billed, and the plan sets the pace.

  • Free plan100 tasks a month, unlimited Zaps
  • Steps on the free planTwo: one trigger, one action
  • Premium appNo, works on the free plan
  • Polling triggers4 out of 4

The trigger never costs a task, and neither do Zapier's checks for new subscribers or clicks, however often they run. Each action that completes is one task; one that fails is not counted. CleverReach is not a premium app, so it works on the free plan: 100 tasks a month, unlimited Zaps, and a check every 15 minutes. Since all four triggers are polled, that interval is your real delay. The other free-plan limit is two steps, one trigger and one action. A filter, a search or a second action makes the Zap multi-step, which needs a paid plan.

Connect

Connect your CleverReach account in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A connection is made once, and from then on every Zap that touches CleverReach reuses that same link.

  2. 02

    Pick CleverReach

    Type CleverReach in the search box of the dialog, select it, then click Add connection. You need a CleverReach account, plus access to any list you do not own and want the Zap to touch.

  3. 03

    Sign in and grant access

    A tab opens on CleverReach. Sign in with the account that holds your lists, then grant Zapier access to it. That is the last gesture before your first Zap.

First Zap

Your first Zap: send pricing clickers to a sales list

GoalMove every reader who clicks the pricing link of a campaign into a hot-leads list, tagged for sales.

  1. 01

    Build the trigger

    Start a new Zap, choose CleverReach as the app and New Campaign Link Click as the event. Select your connection, then the campaign whose clicks you want to watch.

  2. 02

    Test on a real click

    Run the test. Zapier brings back the three most recent items of the connected account, so you map from a real click instead of guessing what one looks like.

  3. 03

    Add the filter

    Add a filter step: continue only when the link contains “pricing”. Use a text rule, since a number rule on text never passes. The filter makes the Zap multi-step, so it needs a paid plan.

  4. 04

    Add Add/Update Subscriber

    Add CleverReach with Add/Update Subscriber. Pick the hot-leads list, map the email from the click, add a sales tag and leave Remove previous tags off to keep existing tags.

  5. 05

    Test, then Publish

    Test the action and check the subscriber in the hot-leads list. Then click Publish to switch the Zap on. Clicks from before that moment are not picked up.

Triggers

CleverReach triggers

4 events start a Zap when something happens in CleverReach. Zapier checks for them at the interval your plan allows.

1

New Campaign

Polling trigger

In Zapier“Triggers when a new mailing campaign is created.”

Starts a Zap whenever a new mailing campaign is created in your CleverReach account. It is about the mailing itself, not about who opens or clicks it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a marketing team that wants every new campaign logged in its reporting tool, without someone copying names by hand.
Watch out
it reacts to creation, so a campaign you create and never send can still start the Zap.
3

New Subscriber

Polling trigger

In Zapier“Triggers when a new subscriber is added to a specified integration list.”

Picks up each new subscriber added to the list you specify. It is the natural start for welcome flows that live outside CleverReach.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a nonprofit that wants each new newsletter signup copied into its donor tool for a thank-you call.
Watch out
the list is required. A Zap that adds subscribers to that same list will feed itself, so always write into another one.
4

New Unsubscriber

Polling trigger

In Zapier“Triggers when any current subscriber unsubscribes from a specified list.”

Reports each current subscriber who leaves the list you pick. Opt-outs stop living only inside CleverReach.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
an online shop that wants an opt-out from the main newsletter to remove the same address from its partner-offers list.
Watch out
between two checks, the person is still on your other lists. On the free plan, that gap can reach the full interval.
Actions

CleverReach actions

CleverReach gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Order Item

Action

In Zapier“Add a new order item for subscriber.”

Records an order line for a subscriber, with an order ID and a product name, so purchase data sits next to the email address.

When to use it
a shop that wants each sold product on the subscriber record to segment its next mailing.
Watch out
list, email, order ID and product name are all required. Only the list's intergroup fields are offered.
2

Add/Update Subscriber

Action

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

Adds an email to a list, or updates it when it is already there, tags included. One action covers both cases.

When to use it
filing a reader into a segment list after a click, a signup or a purchase elsewhere.
Watch out
with Remove previous tags on, each update wipes the old tags and keeps only this Zap's. Leave it off to add tags instead.
3

Unsubscribe Email

Action

In Zapier“Unsubscribes an email address from a selected list.”

Takes an email address off the list you select in the step. One action, one list.

When to use it
honoring an opt-out from one list on another, right after New Unsubscriber fires.
Watch out
it works list by list. Two lists to clean means two actions, and two tasks per run.
Searches

CleverReach search

1 search step looks for data that already exists in CleverReach, so a later step can use it.

A search step looks up something that already exists and hands it to the steps that follow. In the action event list, searches sit at the bottom under SEARCH. Three settings decide what happens when the result is not the one you expected.

1

Find Subscriber

Search

In Zapier“Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.”

Looks an email address up across all your CleverReach lists and returns the subscriber's data along with the ID of the list it was found in.

When to use it
checking whether a buyer is already a subscriber before Add Order Item writes against them.
Watch out
the email is the only input, and the same person in two lists can mean two results.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nobody stops the Zap there and the steps that depend on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    This box turns a search into find-or-create. Find Subscriber does not offer that variant: use Add/Update Subscriber when the person may be missing.
  3. If multiple search results are found?
    It matters here, since one address can sit in several lists: keep the first match (the default), stop the Zap, or pass every match on.
When it breaks

When a CleverReach Zap breaks

No limit specific to CleverReach is documented on the Zapier side, so the risks are Zapier's general ones, plus the delay of polled triggers.

  • Older subscribers are never picked up

    A Zap only reacts to what happens after it is published. Subscribers, opt-outs and clicks from before stay out, and moving that backlog is a separate job.

  • The list that feeds itself

    A Zap that starts on New Subscriber and adds people to that same list sets itself off again and again, eating tasks fast. Always write into another list.

  • An import held back

    Importing thousands of contacts at once can make a trigger return a huge batch, and Zapier's flood protection may hold it back instead of running every Zap.

  • No double runs, by design

    On a polled trigger, Zapier remembers what it has already seen, so the same subscriber or click never starts the Zap twice, however many checks pass.
Need help

Need help automating CleverReach with Zapier?

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FAQ

CleverReach and Zapier: frequent questions

01Is the CleverReach Zapier integration free?
Yes, within two steps. CleverReach is not a premium app, so it runs on the free Zapier plan, which includes 100 tasks a month and unlimited Zaps. The free plan stops at one trigger and one action, though. Add a filter, a search such as Find Subscriber or a second action, and the Zap becomes multi-step, which needs a paid plan. On the free plan, the four polled CleverReach triggers are also checked only every 15 minutes.
02How many tasks does a CleverReach Zap use?
One per action that completes, nothing else. The trigger is free, and so are Zapier's checks for new subscribers, opt-outs or clicks, however often they happen. An action that fails is not counted. A Zap that moves each pricing clicker into a sales list costs one task per click. One that removes an opt-out from two lists, with two Unsubscribe Email steps, costs two tasks per opt-out. A few apps take more than one task per action, so watch the counter in your first runs.
03Does CleverReach with Zapier work in real time?
No. All four CleverReach triggers are polled: Zapier asks CleverReach for new items at a fixed interval, and that interval depends on your plan. It is every 15 minutes on Free, every 2 minutes on Professional and every minute on Team and Enterprise. On a paid plan you can change how often a trigger checks, and run a check by hand from the editor while you test. Actions run as soon as the trigger has fired.
04What do you need to connect CleverReach to Zapier?
A CleverReach account, plus access to any list you do not own and want the Zap to touch. In Zapier, open Apps, click + Add connection, search for CleverReach, click Add connection, then sign in and grant access in the tab that opens. Before building, note which lists you will use: most triggers and actions ask for one. If you plan to use Double Opt-In, create at least one form in that list first.
05Why did Add/Update Subscriber remove existing tags?
Because the Remove previous tags option was on. With it enabled, each update deletes the tags the subscriber already had and keeps only the ones this Zap sends. With it off, the Zap only adds new tags and leaves the old ones in place. The option is required, so you always choose one way or the other. If several Zaps tag the same people, turn it off in all of them, or each Zap will erase the tags of the others.
06What if the operation you need is not on the list?
Then the integration does not offer it today: the 4 triggers, 3 actions and 1 search on this page are what the Zap editor proposes. Two workarounds often close the gap. Chain the search and an action, for instance Find Subscriber before Add Order Item, so the order lands on the right person. Or run the step in the tool where the data really lives. If neither fits, the workflow needs another approach, and the Hack'celeration team can help scope it.
07Zapier, Make or n8n for CleverReach?
Decide on criteria rather than a winner. On Zapier, CleverReach offers 8 operations, all four triggers polled, and works on the free plan within two steps. Compare the same points on the other tools: which CleverReach operations each one exposes, how fast its triggers react, what a run costs at your list volume, and who will maintain the workflow. CleverReach also has a page in the Make integrations section of this site, so you can compare both lists side by side.
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