Connect Clear Crm and Microsoft Office 365 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contract
New Customer
New Estimate
New Invoice
New Lead
New Payment
New Project
New Proposal
New Ticket
Choose an Action
Automatically do this!
- Request a new Action for Microsoft Office 365
Enable Integrations or automations with these events of Clear Crm and Microsoft Office 365
Enable Integrations or automations with these events of Clear Crm and Microsoft Office 365
Triggers
New Contract
Retrieve contracts added in Clear CRM during a specified recent time window and return matching records with a standardized UTC timestamp.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
New Lead
Retrieve leads added to Clear CRM during the configured time window and return each lead with its added time converted to UTC (ISO format).
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
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Frequently Asked Questions
To start, connect both your Clear Crm and Microsoft Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Clear Crm triggers actions in Microsoft Office 365 (or vice versa).
Absolutely. You can customize how Clear Crm data is recorded in Microsoft Office 365. This includes choosing which data fields go into which fields of Microsoft Office 365, setting up custom formats, and filtering out unwanted information.
The data sync between Clear Crm and Microsoft Office 365 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Clear Crm and Microsoft Office 365. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Clear Crm
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn MoreAbout Microsoft Office 365
Microsoft Office 365 is a comprehensive suite of productivity tools that includes applications like Word, Excel, PowerPoint, and Outlook, designed to enhance productivity and collaboration in both personal and professional settings. It offers cloud-based services, allowing users to access their documents and applications from anywhere, on any device.
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