Connect ClearCRM and Octolens
Integrate ClearCRM with Octolens to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Mentions in Octolens when Get recent contracts from ClearCRM
Create Keyword in Octolens when Get recent contracts from ClearCRM
Delete Keyword from Octolens when Get recent contracts from ClearCRM
List Feeds from Octolens when Get recent contracts from ClearCRM
Update Feed in Octolens when Get recent contracts from ClearCRM
Popular ClearCRM + Octolens 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
Octolens
Automatically do this!
Find Mentions
Create Keyword
Delete Keyword
List Feeds
Update Feed
Delete Feed
Get Organization
List Keywords
Find Mentions in Octolens when Get recent contracts from ClearCRM
Use this flowCreate Keyword in Octolens when Get recent contracts from ClearCRM
Use this flowDelete Keyword from Octolens when Get recent contracts from ClearCRM
Use this flowList Feeds from Octolens when Get recent contracts from ClearCRM
Use this flowUpdate Feed in Octolens when Get recent contracts from ClearCRM
Use this flowDelete Feed from Octolens when Get recent contracts from ClearCRM
Use this flowGet Organization from Octolens when Get recent contracts from ClearCRM
Use this flowList Keywords from Octolens when Get recent contracts from ClearCRM
Use this flowFind Mentions in Octolens when New Customer in Clearcrm
Use this flowCreate Keyword in Octolens when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Octolens.
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.
Find Mentions
Find mentions filtered by source, sentiment, keywords, date range, or relevance; select fields and include metrics.
Create Keyword
Create a keyword to monitor mentions and configure platforms, tag, matching, exclusions, and alerts.
Delete Keyword
Permanently delete a keyword monitor using its keyword ID.
List Feeds
Returns all saved feeds from your Octolens workspace.
Update Feed
Modify an existing feed's settings, filters, or query parameters.
Delete Feed
Permanently delete a saved feed
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 Octolens
Octolens is an AI-powered social listening platform that monitors brand, competitor, and market mentions across social media, developer communities, news, podcasts, and other online sources. It filters mentions by relevance, sentiment, and intent, then delivers actionable alerts through APIs, webhooks, Slack, and email.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Octolens 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 Octolens 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 Octolens. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Octolens, and a separate workflow where Octolens 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 Octolens. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Octolens integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
