Connect ClearCRM and Gmail
Integrate ClearCRM with Gmail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add or Remove Labels on Emails in Gmail when Get recent contracts from ClearCRM
Get Thread Replies in Gmail when Get recent contracts from ClearCRM
Get Email Attachment from Gmail when Get recent contracts from ClearCRM
Add or Remove Labels on Emails in Gmail when New Customer in Clearcrm
Reply To Thread in Gmail when New Customer in Clearcrm
Popular ClearCRM + Gmail 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
Gmail
Automatically do this!
Send Email
Add or Remove Labels on Emails
Reply To Thread
Get Thread Replies
Search Email Messages
Get Email Attachment
Create Email Draft
List all Mails
Add or Remove Labels on Emails in Gmail when Get recent contracts from ClearCRM
Use this flowGet Thread Replies in Gmail when Get recent contracts from ClearCRM
Use this flowGet Email Attachment from Gmail when Get recent contracts from ClearCRM
Use this flowAdd or Remove Labels on Emails in Gmail when New Customer in Clearcrm
Use this flowReply To Thread in Gmail when New Customer in Clearcrm
Use this flowGet Thread Replies in Gmail when New Customer in Clearcrm
Use this flowGet Email Attachment from Gmail when New Customer in Clearcrm
Use this flowCreate Email Draft in Gmail when New Customer in Clearcrm
Use this flowAdd or Remove Labels on Emails in Gmail when New Estimate in Clearcrm
Use this flowGet Thread Replies in Gmail when New Estimate in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Gmail.
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.
Send Email
send a new email message.
Add or Remove Labels on Emails
Add or remove labels on a specific email or on emails matching sender, subject, or thread ID.
Reply To Thread
Reply to an existing email thread — choose recipients (sender/all/specific), send text or HTML, add attachments, and apply labels.
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search Email Messages
Search emails by manual, advanced, or AI query and return message details, attachments, and a next-page token.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
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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Learn how to automate ClearCRM and Gmail workflows.
Learn how to automate ClearCRM and Gmail workflows.
Learn how to automate ClearCRM and Gmail workflows.
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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 Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Gmail 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 Gmail 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 Gmail. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Gmail, and a separate workflow where Gmail 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 Gmail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Gmail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
