Connect ClearCRM and LionDesk
Integrate ClearCRM with LionDesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in LionDesk when Get recent contracts from ClearCRM
Start Campaign in Liondesk when Get recent contracts from ClearCRM
Update Hotness in LionDesk when Get recent contracts from ClearCRM
Find a Contact in LionDesk when Get recent contracts from ClearCRM
List Campaigns in Liondesk when Get recent contracts from ClearCRM
Popular ClearCRM + LionDesk 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
LionDesk
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Create Contact in LionDesk when Get recent contracts from ClearCRM
Use this flowStart Campaign in Liondesk when Get recent contracts from ClearCRM
Use this flowUpdate Hotness in LionDesk when Get recent contracts from ClearCRM
Use this flowFind a Contact in LionDesk when Get recent contracts from ClearCRM
Use this flowList Campaigns in Liondesk when Get recent contracts from ClearCRM
Use this flowList Contacts from LionDesk when Get recent contracts from ClearCRM
Use this flowList Custom Fields from LionDesk when Get recent contracts from ClearCRM
Use this flowList Sources from LionDesk when Get recent contracts from ClearCRM
Use this flowList Hotnesses from LionDesk when Get recent contracts from ClearCRM
Use this flowList Events from LionDesk when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and LionDesk.
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 Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all 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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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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and LionDesk 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 LionDesk 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 LionDesk. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in LionDesk, and a separate workflow where LionDesk 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 LionDesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and LionDesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
