Connect ClearCRM and Google Contacts to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Create Contact
Add Contact to Group
Search Contact
Update Contact
Delete Contact
Update Group
Find or Create a Contact
Create Label
Add or Modify Contact
Ready to use ClearCRM and Google Contacts automations
Actions and Triggers
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.
Create Contact
Creates a new contact in Google Contacts.
Add Contact to Group
Locate a contact by email, full name, or phone number and add them to the selected Google Contacts group.
Search Contact
Search a contact in Google Contacts by name, email or phonenumber.
Update Contact
Updates an existing contact in Google Contacts.
Delete Contact
Delete a contact from Google Contacts using email, full name, or phone number.
Update Group
update an existing group.
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Frequently Asked Questions
To start, connect both your ClearCRM and Google Contacts accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Google Contacts (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Google Contacts. This includes choosing which data fields go into which fields of Google Contacts, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Google Contacts typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClearCRM and Google Contacts. 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.
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 MoreAbout Google Contacts
Google Contacts is a service that allows users to store and organize contact information for individuals and businesses. It integrates seamlessly with other Google services, providing a centralized location for managing personal and professional contacts.
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