Can CleverReach connect with Salesforce?

Yes, CleverReach can connect with Salesforce using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between CleverReach and Salesforce. Configure nodes for CleverReach and Salesforce in the n8n interface, specifying actions and triggers to set up their connection.

Can I use CleverReach’s API with n8n?

Yes, with n8n, you can programmatically interact with CleverReach’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Salesforce’s API with n8n?

Yes, with n8n, you can programmatically interact with Salesforce’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating CleverReach and Salesforce?

Yes, it is safe to use n8n to integrate CleverReach and Salesforce. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with CleverReach and Salesforce integration in n8n.io?

To start integrating CleverReach and Salesforce in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

CleverReach and Salesforce: Automate Workflows with n8n

How to connect CleverReach and Salesforce

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

CleverReach and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure Salesforce and CleverReach nodes (using the HTTP Request node)

You can find the Salesforce node in the nodes panel and drag it onto your workflow canvas. To add the CleverReach app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to CleverReach. Configure CleverReach and Salesforce one by one: input data on the left, parameters in the middle, and output data on the right.

Salesforce and CleverReach integration: Add and configure Salesforce and CleverReach nodes

Step 3: Connect Salesforce and CleverReach

A connection establishes a link between Salesforce and CleverReach (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Salesforce and CleverReach integration: Connect Salesforce and CleverReach

Step 4: Customize and extend your Salesforce and CleverReach integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Salesforce and CleverReach with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Salesforce and CleverReach integration: Customize and extend your Salesforce and CleverReach integration

Step 5: Test and activate your CleverReach and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from CleverReach to Salesforce or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Salesforce and CleverReach integration: Test and activate your Salesforce and CleverReach workflow

Build your own CleverReach and Salesforce integration

Create custom CleverReach and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Supported API Endpoints for CleverReach

To set up CleverReach integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to CleverReach to query the data you need using the API endpoint URLs you provide.

Get count of receivers

Get count of receivers of a certain client.

GET

/v3/clients/{id}/receivercount

Get count of active receivers

Get count of active receivers of a certain client.

GET

/v3/clients/{id}/activereceivercount

Get available amount of mails

Get available amount of mails to send for a client.

GET

/v3/clients/{id}/contingent

Get invoice address

Gets invoice address of a client.

GET

/v3/clients/{id}/invoiceaddress

Get next invoice date

Gets date of the next invoice as timestamp.

GET

/v3/clients/{id}/nextinvoicedate

Get current plan

Gets the name of the current plan of the client.

GET

/v3/clients/{id}/plan

Create account

Create an account within your agency account.

POST

/v3/clients/createAccount

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the CleverReach official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Validate emails

Filter list of emails to valid ones.

POST

/v3/blacklist/validate

Update entry

Update an entry of blacklist.

PUT

/v3/blacklist

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Create form from template

Creates a form by using a template.

POST

/v3/forms/{group_id}/createfromtemplate/{type}

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get all bounces

Get all bounces of the account.

GET

/v3/receivers/bounced

Clone receiver

Clone a receiver and change the email of the clone.

POST

/v3/receivers/{id}/clone

Change email

Change email of a receiver.

PUT

/v3/receivers/{id}/email

Update order item

Update an order item.

PUT

/v3/receivers/{pool_id}/orders/{id}

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Release mailing

Release a mailing to be sent.

POST

/v3/mailings/{id}/release

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Registers a webhook to a certain event.

POST

/hooks/eventhook

Delete event registration

Deletes a certain event registration.

DELETE

/hooks/eventhook/{eventname}

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Salesforce supported actions

Add Note

Add note to an account

Create

Create an account

Create or Update

Create a new account, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Get Summary

Returns an overview of account's metadata

Update

Update an account

Create

Create a attachment

Delete

Delete a attachment

Get

Get a attachment

Get Many

Get many attachments

Get Summary

Returns an overview of attachment's metadata

Update

Update a attachment

Add Comment

Add a comment to a case

Create

Create a case

Delete

Delete a case

Get

Get a case

Get Many

Get many cases

Get Summary

Returns an overview of case's metadata

Update

Update a case

Add Contact To Campaign

Add contact to a campaign

Add Note

Add note to a contact

Create

Create a contact

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Get Summary

Returns an overview of contact's metadata

Update

Update a contact

Create

Create a custom object record

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a custom object record

Get

Get a custom object record

Get Many

Get many custom object records

Update

Update a custom object record

Upload

Upload a document

Get Many

Get many flows

Invoke

Invoke a flow

Add Lead To Campaign

Add lead to a campaign

Add Note

Add note to a lead

Create

Create a lead

Create or Update

Create a new lead, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Many

Get many leads

Get Summary

Returns an overview of Lead's metadata

Update

Update a lead

Add Note

Add note to an opportunity

Create

Create an opportunity

Create or Update

Create a new opportunity, or update the current one if it already exists (upsert)

Delete

Delete an opportunity

Get

Get an opportunity

Get Many

Get many opportunities

Get Summary

Returns an overview of opportunity's metadata

Update

Update an opportunity

Query

Execute a SOQL query that returns all the results in a single response

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Get Summary

Returns an overview of task's metadata

Update

Update a task

Get

Get a user

Get Many

Get many users

Sales
Tutorial

How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi

FAQs

Can CleverReach connect with Salesforce?
Can I use CleverReach’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating CleverReach and Salesforce?
How to get started with CleverReach and Salesforce integration in n8n.io?

CleverReach and Salesforce integration

How to connect CleverReach and Salesforce

Step 1: Create a new workflow and add the first step

Step 2: Add and configure Salesforce and CleverReach nodes (using the HTTP Request node)

Step 3: Connect Salesforce and CleverReach

Step 4: Customize and extend your Salesforce and CleverReach integration

Step 5: Test and activate your CleverReach and Salesforce workflow

Build your own CleverReach and Salesforce integration

Supported API Endpoints for CleverReach

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

Salesforce supported actions

CleverReach and Salesforce integration details

Automate lead management

Supercharge your CRM

CleverReach and Salesforce integration tutorials

How to easily automate your Salesforce data import

FAQs

Can CleverReach connect with Salesforce?

Can I use CleverReach’s API with n8n?

Can I use Salesforce’s API with n8n?

Is n8n secure for integrating CleverReach and Salesforce?

How to get started with CleverReach and Salesforce integration in n8n.io?

Over 3000 companies switch to n8n every single week

Why use n8n to integrate CleverReach with Salesforce

Build complex workflows, really fast

Code when you need it, UI when you don't

Simple debugging

Use templates to get started fast

Reuse your work