CleverReach

Follow the below steps to connect to the CleverReach API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → Email Marketing.
2. Click the New Integration button.
3. Select CleverReach as the Integration Provider.

Step 2. Connect to the CleverReach API

1. Go to CleverReach, and login to your account.
2. Click on your profile dropdown on the top-right of the screen, and select My Account.
3. Click Interfaces → REST API.
4. Click the Create OAuth2 App button.
5. In the Redirect URL field, enter the value from the Redirect URI field in Formie.
6. Copy the Client ID from CleverReach and paste in the Client ID field in Formie.
7. Copy the Client Secret from CleverReach and paste in the Client Secret field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.
3. You‘ll be redirected to CleverReach, where you must approve Formie to access your CleverReach account.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.