Connect ClearCRM and Hubstaff to Build Intelligent Automations
Ready to use ClearCRM and Hubstaff automations
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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 Lead
Create a lead from contact and company details you provide.
Create a Project
Create a new project in Hubstaff for the selected organization, with optional name, description, client, and billable settings.
Create a Client
Create a new client in Hubstaff for a selected organization, including optional name, emails, phone, address, project associations, invoice notes, and net payment terms.
Create a To-Do
Create a task in a selected Hubstaff project and assign it to a team member.
List Organization
list all the organization
Get User
Get the user of HUbstaff.
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Frequently Asked Questions
To start, connect both your ClearCRM and Hubstaff accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Hubstaff (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Hubstaff. This includes choosing which data fields go into which fields of Hubstaff, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Hubstaff 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 Hubstaff. 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 Hubstaff
Hubstaff is a time tracking software that helps remote managers see what their workers are doing and track time to specific projects. It also provides detailed reports and productivity analytics.
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