CleverReach

· #448 most-used

Keep your email lists clean, segmented, and in sync — automatically

MarketingEmailAnalyticsAutomationEmail MarketingLead Generation

CleverReach is a European email marketing platform — built in Germany and designed for GDPR-first operations — that lets teams create, send, and measure email campaigns with a REST API covering groups, receivers, mailings, forms, and global blacklists. Connect it to Actionist and your agents can sync contacts from any source into the right CleverReach group with the correct attributes, pull mailing performance reports into your existing dashboards, propagate unsubscribes to downstream CRM systems within about a minute, process GDPR erasure requests end to end, and keep your list hygiene current — without anyone manually logging into CleverReach.

Try CleverReach with Actionist Visit CleverReach

Average time saved

10 hours

per person · per month

≈ 1 workdays back

Eliminates manual work. Agents eliminate manual list imports, weekly performance report assembly, cross-system unsubscribe propagation, and GDPR erasure processing — the highest-frequency email operations tasks.

Schedule

What your CleverReach agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

CleverReach × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

5Apps spanned

~54 hrsSaved / week

6Personas served

For marketing

Featured4 apps

CRM opt-in to CleverReach nurture list in one step

When a new HubSpot contact is created with newsletter opt-in enabled, the agent identifies the right CleverReach group, adds the contact with their CRM attributes, posts a Slack notification, and logs the addition to the list-growth tracker — all within about a minute of the CRM record being created.

~23 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a new opted-in contact is created in HubSpot

Trigger

Step 1

HubSpot

Detect new contact created with newsletter opt-in property set to true

read

Step 2

CleverReach

Get All Groups to identify the correct nurture segment ID

write

Step 3

CleverReach

Create Receiver in the appropriate group with first name and lead source attributes

write

Step 4

Slack

Post new subscriber notification to #marketing channel

write

Step 5

Google Sheets

Log subscriber addition to the list-growth tracker

Result

Create Receiver in the appropriate group with first name and lead source attributesPost new subscriber notification to #marketing channelLog subscriber addition to the list-growth tracker

The win

Saved per run

45 min

Runs / week

~30×

No opted-in lead ever misses the nurture sequence

Driven byMarketing Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
45 min / week
Manual CRM-to-email-list imports
Sales ops manually exports opted-in contacts from HubSpot, formats the CSV, and imports it into CleverReach — a weekly task that means new leads can wait up to 7 days before entering a nurture sequence.
Sales Agent
0 min
Agent syncs opted-in leads to CleverReach instantly
When a new opted-in contact is created in HubSpot, the agent adds them to the correct CleverReach nurture group with CRM attributes within about a minute — the lead is in the sequence before the rep's next call.
Marketing
60 min / week
Manual weekly campaign performance pull
The marketing team logs into CleverReach each Monday, manually pulls stats for every mailing, copies figures into a spreadsheet, and formats a summary for the planning meeting — repeated for every campaign every week.
Marketing Agent
0 min
Agent posts campaign reports to Slack before the planning meeting
Every Tuesday at 8 AM the agent fetches open rates, click rates, and unsubscribes for all last-week campaigns and posts a ranked digest to Slack — the team opens the meeting with data, not dashboard tabs.
Customer Support
30 min / week
Manual onboarding list management
Support ops adds each new customer to the CleverReach onboarding list manually, copying data from the billing platform — often delayed by days, meaning some customers never receive early onboarding emails.
Customer Support Agent
0 min
Agent adds new customers to onboarding sequence at signup
When a new paying customer is created in the billing system, the support agent adds them to the CleverReach onboarding group with plan attributes so the welcome sequence starts immediately.
Human Resources
20 min / week
Manual new-hire email list entry
HR manually adds each new hire to the CleverReach internal-comms and onboarding groups by hand, often on or after their start date — new employees miss early welcome communications during a critical first impression window.
Human Resources Agent
0 min
Agent adds new hires to internal lists before their first day
When a new hire is added to the roster spreadsheet, the agent adds them to the new-hire onboarding and all-staff groups in CleverReach with the correct attributes — they receive the welcome sequence from day one.
Finance
30 min / week
Manual email campaign ROI calculation
Finance manually exports click data from CleverReach, combines it with ad-spend data from a spreadsheet, and runs the cost-per-click calculation by hand — a monthly task that takes 2+ hours and is often skipped.
Finance Agent
0 min
Agent calculates cost-per-click automatically from campaign reports
The finance agent retrieves CleverReach mailing click data and combines it with spend figures from the marketing budget spreadsheet to produce a cost-per-click calculation before every budget review.
Operations
40 min / week
Manual unsubscribe cross-system sync
Operations manually checks the CleverReach unsubscribe list weekly, exports the addresses, and updates the CRM and compliance log by hand — creating a window where opted-out contacts could still receive communications from other channels.
Operations Agent
0 min
Agent propagates unsubscribes to all systems within a minute
When a receiver unsubscribes from CleverReach, the agent updates the CRM, appends the GDPR log, and alerts the legal team — all within about a minute of the unsubscribe event, with no manual intervention.
Legal
25 min / week
Manual GDPR deletion across CleverReach groups
Legal manually looks up the contact in each CleverReach group, deletes the record, adds the address to the blacklist, and logs the action in the compliance tracker — a multi-step process prone to missed groups and documentation gaps.
Legal Agent
0 min
Agent processes GDPR erasure requests end to end without manual steps
When an erasure request is logged, the agent deletes the receiver from all CleverReach groups, blacklists the address, and documents the deletion in the audit trail — all within one automated agent task.

+ 100s of other CleverReach automations

Average time saved

25 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

625

Annual ROI

$46,875

Based on CleverReach's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug CleverReach into Actionist

Pick the connection method that suits your environment.

Connect CleverReach via OAuth2. Actionist opens the CleverReach authorisation screen, you sign in and approve access, and the agent can start reading and writing your lists immediately — no tokens to copy or paste.

Open the Apps tab

Find CleverReach in the Apps library and click Connect. OAuth2 is the default connection method.

Authorise in CleverReach

A CleverReach authorisation window opens — sign in with your CleverReach credentials and click Authorise. Actionist is granted access to your groups, receivers, mailings, and reports.

Test the connection

Actionist runs a test call to confirm the connection. You are ready to start automating.

Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

5 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about CleverReach + Actionist

How does Actionist connect to CleverReach?

Go to the Apps tab, find CleverReach, and click Connect. The recommended path is OAuth2 — Actionist opens a CleverReach authorisation window, you sign in and grant access, and the agent gains read/write access to your groups, receivers, and mailings. The handshake completes in under 30 seconds and Actionist runs a test call to confirm the connection before any actions run.

What permissions does the agent need on my CleverReach account?

The OAuth2 flow grants the scopes required for the operations you enable: reading groups and receiver lists, creating and updating receivers, retrieving mailing reports, and managing forms. CleverReach scopes are tied to the account role of the user who authorises the connection — a full-account admin gives the broadest access. If the connection returns permission errors, re-authorise from an account with admin rights.

Can I use CleverReach alongside other apps in Actionist?

Yes. CleverReach works alongside any of Actionist's other connected apps in the same agent task. Common combinations: add new CRM contacts from HubSpot or Pipedrive directly to a CleverReach group; pull mailing report click data into a Google Sheets dashboard; trigger a follow-up CleverReach mailing when a deal stage changes in a CRM; or sync unsubscribers back to a contact list in Notion. Any app connected to Actionist can exchange data with CleverReach in the same scheduled agent task.

What are the most common things agents do with CleverReach?

The four patterns that come up most: (1) list hygiene — syncing new contacts from CRM, e-commerce, or form tools into the right CleverReach group so the list is always current; (2) performance reporting — pulling open-rate and click-rate data from mailing reports into a spreadsheet for weekly marketing reviews; (3) segment management — creating or updating receiver attributes to keep segments accurate before a campaign sends; (4) subscriber lifecycle — detecting unsubscribes and updating downstream CRM records so sales reps always know a contact's opt-in status.

Does CleverReach support real-time triggers in Actionist?

Yes. CleverReach's REST API supports webhook events including receiver.subscribed, receiver.unsubscribed, receiver.updated, and form.updated. These fire within about a minute of the event occurring. In Actionist, these triggers let you react when a new subscriber joins a group, when someone opts out, or when a form is modified — without polling the API on a schedule. You can combine triggers with downstream actions in any other connected app.

Can Actionist pull mailing open and click statistics from CleverReach?

Actionist can read mailing statistics via the reports endpoint — opens, clicks, bounces, and unsubscribes per mailing. The agent can retrieve these figures and write them to Google Sheets, post a summary to Slack, or compare this week's numbers against last week's baseline. CleverReach does not expose per-recipient real-time click events through the REST API for individual contact tracking, so for click-level granularity you would use the built-in CleverReach reporting dashboard.

Is CleverReach GDPR-compliant when used through Actionist?

GDPR compliance is a core part of CleverReach's product (it is a German-headquartered company built for the European market). When Actionist adds subscribers to CleverReach via the API, the contact is stored under your CleverReach account subject to your configured consent settings and the double opt-in flow you have set up in CleverReach. Actionist does not bypass CleverReach's own consent mechanisms — it writes data through the same REST API endpoint that CleverReach's other integrations use.

Can the agent add subscribers to different CleverReach groups based on rules?

Yes. The CleverReach REST API supports multiple groups (lists) and you can specify which group a receiver belongs to in every create or update call. An Actionist agent can route contacts to the correct group based on any upstream data — product purchased, form completed, deal stage, or any other attribute — so your segmentation stays clean without manual list management.