Connect ClearCRM and Pipeline CRM
Integrate ClearCRM with Pipeline CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Calender Entries from Pipeline CRM Calendar when Get recent contracts from ClearCRM
List Companies from Pipeline CRM when Get recent contracts from ClearCRM
List Deals from Pipeline CRM when Get recent contracts from ClearCRM
List Lead Sources from Pipeline CRM when Get recent contracts from ClearCRM
List Lead Statues from Pipeline CRM when Get recent contracts from ClearCRM
Popular ClearCRM + Pipeline CRM 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
Pipeline CRM
Automatically do this!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
List Calender Entries from Pipeline CRM Calendar when Get recent contracts from ClearCRM
Use this flowList Companies from Pipeline CRM when Get recent contracts from ClearCRM
Use this flowList Deals from Pipeline CRM when Get recent contracts from ClearCRM
Use this flowList Lead Sources from Pipeline CRM when Get recent contracts from ClearCRM
Use this flowList Lead Statues from Pipeline CRM when Get recent contracts from ClearCRM
Use this flowSearch User by Email in Pipeline CRM when Get recent contracts from ClearCRM
Use this flowCreate Activity in Pipeline CRM when Get recent contracts from ClearCRM
Use this flowCreate Event in Pipeline CRM when Get recent contracts from ClearCRM
Use this flowCreate Task in Pipeline CRM when Get recent contracts from ClearCRM
Use this flowCreate Company in Pipeline CRM when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Pipeline CRM.
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.
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
List Deals
Returns a list of all deals
List Lead Sources
Returns a list of lead sources
List Lead Statues
Returns a list of lead statues
Search User by Email
Searches for a user by email
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 Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Pipeline CRM 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 Pipeline CRM 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 Pipeline CRM. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Pipeline CRM, and a separate workflow where Pipeline CRM 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 Pipeline CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Pipeline CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
