Connect ClearCRM and crewdriver to Build Intelligent Automations

Choose a Trigger

ClearCRM

When this happens...

Choose an Action

crewdriver

Automatically do this!

Enable Integrations or automations with these events of ClearCRM and crewdriver

Enable Integrations or automations with these events of ClearCRM and crewdriver

Triggers

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.

Actions

Create a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

Request a new Action for ClearCRM

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Frequently Asked Questions

How do I start an integration between ClearCRM and crewdriver?

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

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

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

How often does the data sync between ClearCRM and crewdriver?

The data sync between ClearCRM and crewdriver 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 crewdriver?

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 crewdriver?

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

About crewdriver

CrewDriver is an automated employee shift fulfillment system for use alongside your workforce management software or as a stand-alone.

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