Connect ClearCRM and Heartbeat
Integrate ClearCRM with Heartbeat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add user to group in Heartbeat when Get recent contracts from ClearCRM
Create a Group in Heartbeat when Get recent contracts from ClearCRM
Remove User from Group in Heartbeat when Get recent contracts from ClearCRM
Find User in Heartbeat when Get recent contracts from ClearCRM
Create a Channel in Heartbeat when Get recent contracts from ClearCRM
Popular ClearCRM + Heartbeat 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
Heartbeat
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Add user to group in Heartbeat when Get recent contracts from ClearCRM
Use this flowCreate a Group in Heartbeat when Get recent contracts from ClearCRM
Use this flowRemove User from Group in Heartbeat when Get recent contracts from ClearCRM
Use this flowFind User in Heartbeat when Get recent contracts from ClearCRM
Use this flowCreate a Channel in Heartbeat when Get recent contracts from ClearCRM
Use this flowCreate a Thread in Heartbeat when Get recent contracts from ClearCRM
Use this flowCreate a Comment in Heartbeat when Get recent contracts from ClearCRM
Use this flowCreate a Event in Heartbeat when Get recent contracts from ClearCRM
Use this flowDeactivate User in Heartbeat when Get recent contracts from ClearCRM
Use this flowInvite Users to Heartbeat when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Heartbeat.
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.
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
Remove User from Group
Remove members from a group.
Find User
Find the user by their E-mail id.
Create a Channel
Creates a new Channel in your Heartbeat community.
Create a Thread
Creates a new thread.
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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Heartbeat 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 Heartbeat 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 Heartbeat. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Heartbeat, and a separate workflow where Heartbeat 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 Heartbeat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Heartbeat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
