Connect ClearCRM and HeyStream
Integrate ClearCRM with HeyStream to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Broadcast in HeyStream when Get recent contracts from ClearCRM
List Broadcasts from HeyStream when Get recent contracts from ClearCRM
Create Series in HeyStream when Get recent contracts from ClearCRM
List Series on HeyStream when Get recent contracts from ClearCRM
Register Attendee for Broadcast on HeyStream when Get recent contracts from ClearCRM
Popular ClearCRM + HeyStream 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
HeyStream
Automatically do this!
Create Broadcast
List Broadcasts
Create Series
List Series
Register Attendee for Broadcast
List Contacts
View Broadcast Details
Find a Series
List Broadcasts in a Series
Update Broadcast
Update Series
Register a Contact for Series
List Broadcast Registrations
List Series Registrations
Get Contact
List Cloud Recordings
Get Recording Download Link
Create Broadcast in HeyStream when Get recent contracts from ClearCRM
Use this flowList Broadcasts from HeyStream when Get recent contracts from ClearCRM
Use this flowCreate Series in HeyStream when Get recent contracts from ClearCRM
Use this flowList Series on HeyStream when Get recent contracts from ClearCRM
Use this flowRegister Attendee for Broadcast on HeyStream when Get recent contracts from ClearCRM
Use this flowList Contacts from HeyStream when Get recent contracts from ClearCRM
Use this flowView Broadcast Details in HeyStream when Get recent contracts from ClearCRM
Use this flowFind a Series on HeyStream when Get recent contracts from ClearCRM
Use this flowList Broadcasts in a Series in HeyStream when Get recent contracts from ClearCRM
Use this flowUpdate Broadcast in HeyStream when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and HeyStream.
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 Broadcast
Create a webinar or live stream and set its title, schedule, timezone, duration, series, and registration options.
List Broadcasts
Retrieve broadcasts and filter by status, series ID, external ID, or scheduled date range. Supports pagination, result limits, and selecting which fields to return.
Create Series
Create a series for a broadcast or live stream and set its title, schedule, registration options, and other event details.
List Series
Retrieve series, optionally filtered by external ID, limited by result count, or paginated.
Register Attendee for Broadcast
Register a person for a specific broadcast by adding their name, email, optional external ID, and custom fields.
List Contacts
Retrieve contacts. Optionally set a result limit and use a cursor to paginate through contacts.
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 HeyStream
HeyStream is a B2B webinar and live broadcast platform for marketing teams. It lets you spin up branded, browser-based webinars in minutes, capture audience intent with embeddable registration and in-stream CTAs, turn engagement signals into insights, and automate smarter follow-ups. HeyStream connects with your existing stack—including CRMs, email tools, and payments—so you can track attendance, measure conversions, and drive revenue from both live and replay events.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and HeyStream 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 HeyStream 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 HeyStream. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in HeyStream, and a separate workflow where HeyStream 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 HeyStream. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and HeyStream integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
