Connect ClearCRM and ActiveCampaign
Integrate ClearCRM with ActiveCampaign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update a Deal in ActiveCampaign when New Ticket in Clearcrm
Update a Deal in Activecampaign when New Ticket in Clearcrm
Add or Remove Tag From Contact in ActiveCampaign when New Ticket in Clearcrm
Update Account in ActiveCampaign when New Ticket in Clearcrm
Find all Campaigns in ActiveCampaign when New Ticket in Clearcrm
Popular ClearCRM + ActiveCampaign 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
ActiveCampaign
Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact
Create or Update a Deal in ActiveCampaign when New Ticket in Clearcrm
Use this flowUpdate a Deal in Activecampaign when New Ticket in Clearcrm
Use this flowAdd or Remove Tag From Contact in ActiveCampaign when New Ticket in Clearcrm
Use this flowUpdate Account in ActiveCampaign when New Ticket in Clearcrm
Use this flowFind all Campaigns in ActiveCampaign when New Ticket in Clearcrm
Use this flowFind a Contact in ActiveCampaign when New Ticket in Clearcrm
Use this flowCreate an Account in ActiveCampaign when New Ticket in Clearcrm
Use this flowFind a Campaign in ActiveCampaign when New Ticket in Clearcrm
Use this flowFind a Account in Activecampaign when New Ticket in Clearcrm
Use this flowAdd Secondary Contact to Deal in Activecampaign when New Ticket in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and ActiveCampaign.
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.
Find a User
Find an existing user by its email address.
Find a Deal Task
Find an existing deal task by its task title and deal id.
Find a Deal
Find an existing deal by its title or email.
Find a Contact
Retrieve contact details using either the contact ID or email address.
Create Contact
Creates a new contact.
Create an Account
Create a new account.
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 ActiveCampaign
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and ActiveCampaign 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 ActiveCampaign 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 ActiveCampaign. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in ActiveCampaign, and a separate workflow where ActiveCampaign 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 ActiveCampaign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and ActiveCampaign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
