Connect ClearCRM and ActiveTrail to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
Ready to use ClearCRM and ActiveTrail automations
Actions and Triggers
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.
Delete a Group
Delete a Group by ID
Get single Automation
Get details of an Automation by ID
Get all Automations
Get a list of all Automations
Delete a Campaign
Delete a campaign by ID
Delete a contact
Delete a single contact by ID
Add Contact to Group
Add Contact to Group with the given external Id and external name
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Frequently Asked Questions
To start, connect both your ClearCRM and ActiveTrail accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in ActiveTrail (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in ActiveTrail. This includes choosing which data fields go into which fields of ActiveTrail, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and ActiveTrail 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 ClearCRM and ActiveTrail. 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 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 MoreAbout ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
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