Microsoft Excel integration with CleverReach
How to Add CleverReach subscribers from new rows on Excel
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add CleverReach subscribers from new rows on Excel" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CleverReach integrations
CleverReach actions
Nekton can use any feature that is available in CleverReach API.
Using our advanced AI, you can easily create custom automations for CleverReach.
Here are some typical actions you can do in your automated workflows.
Add Order Item
Add a new order item for subscriber.
Unsubscribe Email
Unsubscribes an email address from a selected list.
Add/Update Subscriber
Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.
Find Subscriber
Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
New Campaign
Triggers when a new mailing campaign is created.
New Subscriber
Triggers when a new subscriber is added to a specified integration list.
About CleverReach
CleverReach is an email marketing solution that lets you easily create newsletters online and send them to your customers.