Connect ClearCRM and BlueyEmail
Integrate ClearCRM with BlueyEmail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in BlueyEmail when Get recent contracts from ClearCRM
Add Tags to Contact in BlueyEmail when Get recent contracts from ClearCRM
Enroll Contacts in Automation in BlueyEmail when Get recent contracts from ClearCRM
Add Contacts to an Audience in BlueyEmail when Get recent contracts from ClearCRM
Add Contacts to Campaign in BlueyEmail when Get recent contracts from ClearCRM
Popular ClearCRM + BlueyEmail 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
BlueyEmail
Automatically do this!
Create Contact
Add Tags to Contact
Enroll Contacts in Automation
Add Contacts to an Audience
Add Contacts to Campaign
Remove Tags From Contact
Create a Deal
Create CRM Task
Send Email
List Automations
List audiences
List Email Templates
Email Performance Overview
Create Company
Complete Task
Find Tasks
Add Members to Suppression Group
Remove Contacts From an Audience
List Suppression Groups
Create Contact in BlueyEmail when Get recent contracts from ClearCRM
Use this flowAdd Tags to Contact in BlueyEmail when Get recent contracts from ClearCRM
Use this flowEnroll Contacts in Automation in BlueyEmail when Get recent contracts from ClearCRM
Use this flowAdd Contacts to an Audience in BlueyEmail when Get recent contracts from ClearCRM
Use this flowAdd Contacts to Campaign in BlueyEmail when Get recent contracts from ClearCRM
Use this flowRemove Tags From Contact in BlueyEmail when Get recent contracts from ClearCRM
Use this flowCreate a Deal in BlueyEmail when Get recent contracts from ClearCRM
Use this flowCreate CRM Task in BlueyEmail when Get recent contracts from ClearCRM
Use this flowSend Email via BlueyEmail when Get recent contracts from ClearCRM
Use this flowList Automations in BlueyEmail when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and BlueyEmail.
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 Contact
Create a contact with email, name, phone, tags, and custom fields.
Add Tags to Contact
Add one or more tags to a contact.
Enroll Contacts in Automation
Add one or more contacts to a specific automation workflow.
Add Contacts to an Audience
Add existing contacts (by email or contact ID) to a specified audience.
Add Contacts to Campaign
Add one or more contacts (leads) to a campaign using email addresses or lead IDs.
Remove Tags From Contact
Remove one or more tags from a contact.
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 BlueyEmail
AI-powered email marketing and omnichannel messaging platform for campaigns, automations, CRM, and transactional email. Built for growing businesses and ecommerce teams that want flat pricing and scalable outreach.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and BlueyEmail 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 BlueyEmail 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 BlueyEmail. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in BlueyEmail, and a separate workflow where BlueyEmail 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 BlueyEmail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and BlueyEmail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
