Connect ClearCRM and Multilogin to Build Intelligent Automations

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ClearCRM

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Multilogin

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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 or Update Browser Profile

Create or Update Browser Profile

Create or update a browser profile with OS, browser type, fingerprint masking, proxy, storage, tags, and start URLs.

List Workspaces

List Workspaces

Retrieve all workspaces in your Multilogin account, with optional search by name or email and role filtering.

Create Workspace Folder

Create Workspace Folder

Create a new folder in the current workspace.

Delete Workspace Folders

Delete Workspace Folders

Delete one or more workspace folders by their IDs.

List Workspace Folders

List Workspace Folders

Runs the workflow automatically when workspace folders are listed. Returns folders in the current workspace and supports optional search by name or ID, and filtering to folders that contain profiles or are empty.

Create Proxy Connection URLs

Create Proxy Connection URLs

Create proxy connection URLs for browser or profile use, specifying session type, protocol, location, count, and IP TTL for rotating sessions.

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Frequently Asked Questions

How do I start an integration between ClearCRM and Multilogin?

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

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

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

How often does the data sync between ClearCRM and Multilogin?

The data sync between ClearCRM and Multilogin 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 Multilogin?

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 Multilogin?

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

About Multilogin

Cloud phone and multi-account management platform for running separate Android devices and browser profiles from one dashboard, with tools for account isolation, team collaboration, and automation across social media and web platforms.

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