Connect ClearCRM and Contentful to Build Intelligent Automations

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ClearCRM

When this happens...

Choose an Action

Contentful

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Ready to use ClearCRM and Contentful automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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 Lead

Create a new lead using the provided contact and company details.

Create Entry

Create Entry

Creates a new entry in a Contentful space.

Publish Entry

Publish Entry

Publishes an entry to make it available to the Content Delivery API.

Create Asset

Create Asset

Creates a new asset in a Contentful space.

Publish Asset

Publish Asset

Publishes an asset to make it available to the Content Delivery API.

Get Spaces

Get Spaces

Get list of all spaces in an organization.

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Frequently Asked Questions

How do I start an integration between ClearCRM and Contentful?

To start, connect both your ClearCRM and Contentful accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Contentful (or vice versa).

Can we customize how data from ClearCRM is recorded in Contentful?

Absolutely. You can customize how ClearCRM data is recorded in Contentful. This includes choosing which data fields go into which fields of Contentful, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClearCRM and Contentful?

The data sync between ClearCRM and Contentful typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClearCRM to Contentful?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClearCRM and Contentful?

Yes, you can set conditional logic to control the flow of data between ClearCRM and Contentful. 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.

ClearCRM

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.

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Contentful

About Contentful

Contentful is a content management system (CMS) that allows you to create, manage, and distribute content across multiple platforms. It provides a flexible and scalable solution for managing digital content, making it easy for teams to collaborate and deliver engaging experiences.

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