Connect ClearCRM and Freshsales Classic
Integrate ClearCRM with Freshsales Classic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Accounts in Freshsales Classic when Get recent contracts from ClearCRM
Find Contacts in Freshsales Classic when Get recent contracts from ClearCRM
Create Account in Freshsales Classic when Get recent contracts from ClearCRM
Create Contact in Freshsales Classic when Get recent contracts from ClearCRM
Update Account in Freshsales Classic when Get recent contracts from ClearCRM
Popular ClearCRM + Freshsales Classic 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
Freshsales Classic
Automatically do this!
Find Accounts
Find Contacts
Create Account
Create Contact
Update Account
Update Contact
Create Deal
Update Deal
List Contacts
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Change Contact Lifecycle Stage
Update a Lead
Find Deals
Get Deal Notes
Create or Update Contact
Add Note to Contact
Delete Multiple Deals
List Deals
Find Accounts in Freshsales Classic when Get recent contracts from ClearCRM
Use this flowFind Contacts in Freshsales Classic when Get recent contracts from ClearCRM
Use this flowCreate Account in Freshsales Classic when Get recent contracts from ClearCRM
Use this flowCreate Contact in Freshsales Classic when Get recent contracts from ClearCRM
Use this flowUpdate Account in Freshsales Classic when Get recent contracts from ClearCRM
Use this flowUpdate Contact in Freshsales Classic when Get recent contracts from ClearCRM
Use this flowCreate Deal in Freshsales Classic when Get recent contracts from ClearCRM
Use this flowUpdate Deal in Freshsales Classic when Get recent contracts from ClearCRM
Use this flowList Contacts from Freshsales Classic when Get recent contracts from ClearCRM
Use this flowCreate Note in Freshsales Classic in Freshsales Classic when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Freshsales Classic.
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.
Find Accounts
Search accounts by name or a custom field and return matching records from Freshsales Classic.
Find Contacts
Find contacts by email, name, or a custom field.
Create Account
Create a new account in Freshsales Classic.
Create Contact
Create a new contact using an email (required) and optional details such as first and last name, phone, job title, lifecycle stage, tags, and other fields. Fails if a contact with the same email already exists.
Update Account
Update an existing account by its name—modify phone, website, and other account fields. Requires a single matching account name.
Update Contact
Find a contact by email and update its details (name, phone, job title, lifecycle stage, tags, and selected custom fields).
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 Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Freshsales Classic 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 Freshsales Classic 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 Freshsales Classic. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Freshsales Classic, and a separate workflow where Freshsales Classic 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 Freshsales Classic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Freshsales Classic integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
