Connect Clear Crm and SurveyMars 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!
Create Survey From Template
AI Create Survey
AI Survey Callback Status
Ready to use Clear Crm and SurveyMars automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Clear Crm integrations.
Create Survey From Template
Create a new survey from an existing template by providing the template's ID and a title. Returns the new survey ID and related access/share URLs.
AI Create Survey
Use AI to create a ready-to-use survey from the provided title, purpose, language, number of questions, and survey type.
AI Survey Callback Status
Retrieve creation status and the resulting survey ID and URLs for an AI-created survey using its Task ID.
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Frequently Asked Questions
To start, connect both your Clear Crm and SurveyMars accounts to viaSocket. Once connected, you can set up a workflow where an event in Clear Crm triggers actions in SurveyMars (or vice versa).
Absolutely. You can customize how Clear Crm data is recorded in SurveyMars. This includes choosing which data fields go into which fields of SurveyMars, setting up custom formats, and filtering out unwanted information.
The data sync between Clear Crm and SurveyMars 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 SurveyMars. 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 SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
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