Connect ClearCRM and Zoho People
Integrate ClearCRM with Zoho People to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Attendence Entry in Zoho People when New Invoice in Clearcrm
Create Attendence Entry in Zoho People when Get recent leads from ClearCRM
Create Attendence Entry in Zoho People when New Project in Clearcrm
Search Employee in Zoho People when New Project in Clearcrm
Create Attendence Entry in Zoho People when New Ticket in Clearcrm
Popular ClearCRM + Zoho People flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
Zoho People
Automatically do this!
Create Attendence Entry
Search Employee
Create Attendence Entry in Zoho People when New Invoice in Clearcrm
Use this flowCreate Attendence Entry in Zoho People when Get recent leads from ClearCRM
Use this flowCreate Attendence Entry in Zoho People when New Project in Clearcrm
Use this flowSearch Employee in Zoho People when New Project in Clearcrm
Use this flowCreate Attendence Entry in Zoho People when New Ticket in Clearcrm
Use this flowSearch Employee in Zoho People when New Ticket in Clearcrm
Use this flowSearch Employee in Zoho People when New Invoice in Clearcrm
Use this flowCreate Attendence Entry in Zoho People when New Payment in Clearcrm
Use this flowSearch Employee in Zoho People when New Estimate in Clearcrm
Use this flowSearch Employee in Zoho People when New Proposal in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Zoho People.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
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.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
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 ClearCRM integrations.
Create Attendence Entry
Records an employee’s check-in and check-out time and updates attendance instantly.
Search Employee
Retrieve the details of a specific employee.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClearCRM
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 moreSimilar apps
About Zoho People
Zoho People is a comprehensive HR management platform designed to streamline and automate various human resource processes. It offers features such as employee database management, attendance tracking, leave management, and performance appraisals, making it an essential tool for efficient HR operations.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Zoho People accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Zoho People as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho People. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Zoho People, and a separate workflow where Zoho People triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Zoho People. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Zoho People integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
