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Zapier usage

Zapier is a tool that integrates various web applications with each other. So-called zaps and transfers are used for automation.


Zaps transfer data as soon as they are created or updated.

Here's how to get started with your first Zap:

  1. Create an account on Zapier or log into your existing account.

  2. Create a new Zap or select the template Add new Salesforce leads to lists in CleverReach.

  3. From the Zap you can authenticate directly with Salesforce and CleverReach or select previously authenticated accounts.

  4. Map the fields of both systems.

  5. Test your Zap and sync.

  6. Confirm and activate the Zap.


While zaps transfer individual data in near real time, Transfers can transfer large amounts of data once or scheduled. In this case, the transfer works from Salesforce to CleverReach.

The creation is similar to that of Zaps:

  1. Create a new Transfer.

  2. Select Salesforce as the source and CleverReach as the target.

  3. Sign in with your Salesforce account or select an existing account.

  4. Choose the object you want to transfer from Salesforce.

  5. Sign in with your CleverReach account or select an existing account.

  6. Map the fields of both systems.

  7. Check the created transfer.

  8. Set a schedule unless you have created a one-time transfer.

  9. Review and confirm the schedule. At this point, filters can also be added to exclude certain data.

See Zapier's help for more information:

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