Connect ClearCRM and Nimble Links to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Create short link
Create Random Redirect Link
Create Redirect Evenly Link
Create Password-Protected Link
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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 short link
Shorten a URL into a shareable short link.
Create Random Redirect Link
Create a short link that sends visitors to a random destination from the list of destination.
Create Redirect Evenly Link
Creates a link that distributes traffic evenly between multiple destination URLs.
Create Password-Protected Link
Creates a link that requires a password to access before redirecting to the destination URL.
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Frequently Asked Questions
To start, connect both your ClearCRM and Nimble Links accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Nimble Links (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Nimble Links. This includes choosing which data fields go into which fields of Nimble Links, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Nimble Links 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 Nimble Links. 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 Nimble Links
Nimble Links is a powerful tool designed to streamline your URL management and enhance your online presence. With its intuitive interface, you can easily shorten, track, and manage your links, making it an essential tool for marketers and businesses looking to optimize their digital strategies.
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