Connect ClearCRM and Common Room
Integrate ClearCRM with Common Room to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Activity From Third Party Source to Common Room when Get recent contracts from ClearCRM
Add Contact From Third Party Source in Commonroom when Get recent contracts from ClearCRM
List Contact Custom Fields from Common Room when Get recent contracts from ClearCRM
List Activity Types from Common Room when Get recent contracts from ClearCRM
List Segments from Common Room when Get recent contracts from ClearCRM
Popular ClearCRM + Common Room 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
Common Room
Automatically do this!
Add Activity From Third Party Source
Add Contact From Third Party Source
List Contact Custom Fields
List Activity Types
List Segments
List Tags
Add Activity From Third Party Source to Common Room when Get recent contracts from ClearCRM
Use this flowAdd Contact From Third Party Source in Commonroom when Get recent contracts from ClearCRM
Use this flowList Contact Custom Fields from Common Room when Get recent contracts from ClearCRM
Use this flowList Activity Types from Common Room when Get recent contracts from ClearCRM
Use this flowList Segments from Common Room when Get recent contracts from ClearCRM
Use this flowList Tags from Common Room when Get recent contracts from ClearCRM
Use this flowAdd Activity From Third Party Source to Common Room when New Customer in Clearcrm
Use this flowAdd Contact From Third Party Source in Commonroom when New Customer in Clearcrm
Use this flowList Contact Custom Fields from Common Room when New Customer in Clearcrm
Use this flowList Activity Types from Common Room when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Common Room.
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.
Add Activity From Third Party Source
Adds an activity to a contact in your room.
Add Contact From Third Party Source
Adds a contact to your room.
List Contact Custom Fields
Get all the contact custom fields from Common Room
List Activity Types
Get allActivity Types from Common Room
List Segments
Get all segments from Common Room
List Tags
Get all tags from Common Room.
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 Common Room
Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Common Room 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 Common Room 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 Common Room. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Common Room, and a separate workflow where Common Room 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 Common Room. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Common Room integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
