Connect ClearCRM and EmailOctopus
Integrate ClearCRM with EmailOctopus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Campaign Summary in Emailoctopus when Get recent contracts from ClearCRM
Get a Contact in Emailoctopus when Get recent contracts from ClearCRM
Get All Tags in Emailoctopus when Get recent contracts from ClearCRM
Get All Contacts in Emailoctopus when Get recent contracts from ClearCRM
Get a List in Emailoctopus when Get recent contracts from ClearCRM
Popular ClearCRM + EmailOctopus 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
EmailOctopus
Automatically do this!
Get Campaign Summary
Get a Contact
Get All Tags
Get All Contacts
Get a List
Create List Field
Create Tag
Create A List
Add Or Update Contact In List
Update List
Update Tag
Update Contact
Delete List
Delete Tag
Add Tag to Contact
Add Contact to a List
Get Campaign Summary in Emailoctopus when Get recent contracts from ClearCRM
Use this flowGet a Contact in Emailoctopus when Get recent contracts from ClearCRM
Use this flowGet All Tags in Emailoctopus when Get recent contracts from ClearCRM
Use this flowGet All Contacts in Emailoctopus when Get recent contracts from ClearCRM
Use this flowGet a List in Emailoctopus when Get recent contracts from ClearCRM
Use this flowCreate List Field in Emailoctopus when Get recent contracts from ClearCRM
Use this flowCreate Tag in Emailoctopus when Get recent contracts from ClearCRM
Use this flowCreate A List in Emailoctopus when Get recent contracts from ClearCRM
Use this flowAdd Or Update Contact In List in EmailOctopus when Get recent contracts from ClearCRM
Use this flowUpdate List in Emailoctopus when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and EmailOctopus.
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.
Get Campaign Summary
Returns details of Campaign Summary.
Get a Contact
Returns a Contact in a List.
Get All Tags
Returns all Tags in a List.
Get All Contacts
Returns all Contacts in a List.
Get a List
Returns a List by ID.
Create List Field
Creates a new List Field.
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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AI will build it for you
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 EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and EmailOctopus 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 EmailOctopus 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 EmailOctopus. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in EmailOctopus, and a separate workflow where EmailOctopus 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 EmailOctopus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and EmailOctopus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
