Connect ClearCRM and Brevo 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!
Unsubscribe Contact
Send Transactional Email
Find Contact
Get Contacts in a List
Create New Contact
Create Folder
Create List
Search List
Search Folder
Search List in Folder
Add existing contacts to a list
Update Contact
Delete a List
Delete a Folder
Find Company
Add or Update Company
Delete Company
Find Deal
Delete Deal
Add or Update Deal
Test Create
Ready to use ClearCRM and Brevo automations
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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.
Create Lead
Create a new lead from provided contact and company details.
Unsubscribe Contact
Remove one or more contacts from a Brevo contact list by email, contact ID, external ID, or remove all contacts from the list.
Send Transactional Email
Sends an email from your Brevo account with HTML or plain text content.
Find Contact
Find a contact using their email ID.
Get Contacts in a List
List all contacts in a list.
Create New Contact
Add a new contact to Brevo with email and optional attributes, and assign them to selected lists.
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Frequently Asked Questions
To start, connect both your ClearCRM and Brevo accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Brevo (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Brevo. This includes choosing which data fields go into which fields of Brevo, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Brevo 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 Brevo. 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 Brevo
Sendinblue is a digital marketing platform that offers tools for email marketing, SMS campaigns, chat, CRM, marketing automation, and transactional email services.
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