Connect ClearCRM and Fireflies
Integrate ClearCRM with Fireflies to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Upload Audio in Fireflies when Get recent contracts from ClearCRM
Find Meeting by ID in Fireflies when Get recent contracts from ClearCRM
Find Meeting By Call Details in Fireflies when Get recent contracts from ClearCRM
Show Recent Meeting Details from Fireflies when Get recent contracts from ClearCRM
Find All Meetings in Fireflies when Get recent contracts from ClearCRM
Popular ClearCRM + Fireflies 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
Fireflies
Automatically do this!
Upload Audio
Find Meeting by ID
Find Meeting By Call Details
Show Recent Meeting Details
Find All Meetings
Share Meeting Transcript
Add Fireflies Bot to Live Meeting
Update Meeting Title
Delete Transcript
Upload Audio in Fireflies when Get recent contracts from ClearCRM
Use this flowFind Meeting by ID in Fireflies when Get recent contracts from ClearCRM
Use this flowFind Meeting By Call Details in Fireflies when Get recent contracts from ClearCRM
Use this flowShow Recent Meeting Details from Fireflies when Get recent contracts from ClearCRM
Use this flowFind All Meetings in Fireflies when Get recent contracts from ClearCRM
Use this flowShare Meeting Transcript from Fireflies when Get recent contracts from ClearCRM
Use this flowAdd Fireflies Bot to Live Meeting in Fireflies when Get recent contracts from ClearCRM
Use this flowUpdate Meeting Title in Fireflies when Get recent contracts from ClearCRM
Use this flowDelete Transcript from Fireflies when Get recent contracts from ClearCRM
Use this flowUpload Audio in Fireflies when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Fireflies.
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.
Upload Audio
Creates a new meeting in Fireflies to be stored, transcribed, and shared.
Find Meeting by ID
Find a meeting transcript by its ID.
Find Meeting By Call Details
Find meetings by call details
Show Recent Meeting Details
Show latest meeting details
Find All Meetings
Find meetings and show their details, attendees, and transcripts.
Share Meeting Transcript
Share transcript and recording
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 Fireflies
Fireflies.ai is an AI-powered meeting assistant that helps users transcribe, search, and analyze voice conversations. It integrates with various conferencing platforms to automatically record and transcribe meetings, making it easier for teams to collaborate and access important information from their discussions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Fireflies 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 Fireflies 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 Fireflies. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Fireflies, and a separate workflow where Fireflies 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 Fireflies. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Fireflies integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
