Connect ClearCRM and Leadsquared
Integrate ClearCRM with Leadsquared to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in LeadSquared when Get recent contracts from ClearCRM
Find Lead in LeadSquared when Get recent contracts from ClearCRM
Find Leads By Phone in LeadSquared when Get recent contracts from ClearCRM
Create Activity on Lead in LeadSquared when Get recent contracts from ClearCRM
Search Leads by Criteria in LeadSquared when Get recent contracts from ClearCRM
Popular ClearCRM + Leadsquared 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
Leadsquared
Automatically do this!
Create Lead
Find Lead
Find Leads By Phone
Create Activity on Lead
Search Leads by Criteria
Find Leads By Date Range
Get Leads By IDs
Create Lead in LeadSquared when Get recent contracts from ClearCRM
Use this flowFind Lead in LeadSquared when Get recent contracts from ClearCRM
Use this flowFind Leads By Phone in LeadSquared when Get recent contracts from ClearCRM
Use this flowCreate Activity on Lead in LeadSquared when Get recent contracts from ClearCRM
Use this flowSearch Leads by Criteria in LeadSquared when Get recent contracts from ClearCRM
Use this flowFind Leads By Date Range in LeadSquared when Get recent contracts from ClearCRM
Use this flowGet Leads By IDs from LeadSquared when Get recent contracts from ClearCRM
Use this flowCreate Lead in LeadSquared when New Customer in Clearcrm
Use this flowFind Lead in LeadSquared when New Customer in Clearcrm
Use this flowFind Leads By Phone in LeadSquared when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Leadsquared.
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 new lead in LeadSquared
Find Lead
Find a lead by Lead ID, email, or phone.
Find Leads By Phone
Find leads that match one or more phone numbers and return either basic or full lead details.
Create Activity on Lead
Create an activity on a lead.
Search Leads by Criteria
Runs the workflow automatically whenever any lead matches the specified criteria.
Find Leads By Date Range
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.
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 Leadsquared
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Leadsquared 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 Leadsquared 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 Leadsquared. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Leadsquared, and a separate workflow where Leadsquared 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 Leadsquared. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Leadsquared integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
