Connect ClearCRM and Mailtrap to Build Intelligent Automations

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ClearCRM

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Mailtrap

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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 a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

Get Contact Lists

Get Contact Lists

Allows you to get the list of your Lists and their IDs.

Create Contact

Create Contact

Creates a new contact.

Create Contact List

Create Contact List

Creates a new Contact Lists.

Delete Contact List

Delete Contact List

Delete existing Contact List.

Delete a Contact

Delete a Contact

Deletes Contact by his email.

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Frequently Asked Questions

How do I start an integration between ClearCRM and Mailtrap?

To start, connect both your ClearCRM and Mailtrap accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Mailtrap (or vice versa).

Can we customize how data from ClearCRM is recorded in Mailtrap?

Absolutely. You can customize how ClearCRM data is recorded in Mailtrap. This includes choosing which data fields go into which fields of Mailtrap, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClearCRM and Mailtrap?

The data sync between ClearCRM and Mailtrap typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClearCRM to Mailtrap?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClearCRM and Mailtrap?

Yes, you can set conditional logic to control the flow of data between ClearCRM and Mailtrap. 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.

ClearCRM

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.

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Mailtrap

About Mailtrap

Mailtrap is a tool designed for safe email testing, allowing developers to inspect and debug emails before they reach real users. It provides a virtual inbox to capture and analyze emails, ensuring that they are correctly formatted and free of errors. This service is essential for developers and QA teams who need to test email functionality without sending emails to actual recipients.

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