Connect ClearCRM and ProductLift
Integrate ClearCRM with ProductLift to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create User in Productlift when Get recent contracts from ClearCRM
Create Group in Productlift when Get recent contracts from ClearCRM
Update User in Productlift when Get recent contracts from ClearCRM
Create Comment in Productlift when Get recent contracts from ClearCRM
Create Tag in Productlift when Get recent contracts from ClearCRM
Popular ClearCRM + ProductLift 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
ProductLift
Automatically do this!
Create User
Create Group
Update User
Create Comment
Create Tag
Create Status
Create Section
Update Group
Update Tag
Update Status
Delete User
Delete Group
Delete Comment
Delete Tag
Delete Status
Create User in Productlift when Get recent contracts from ClearCRM
Use this flowCreate Group in Productlift when Get recent contracts from ClearCRM
Use this flowUpdate User in Productlift when Get recent contracts from ClearCRM
Use this flowCreate Comment in Productlift when Get recent contracts from ClearCRM
Use this flowCreate Tag in Productlift when Get recent contracts from ClearCRM
Use this flowCreate Status in Productlift when Get recent contracts from ClearCRM
Use this flowCreate Section in Productlift when Get recent contracts from ClearCRM
Use this flowUpdate Group in Productlift when Get recent contracts from ClearCRM
Use this flowUpdate Tag in Productlift when Get recent contracts from ClearCRM
Use this flowUpdate Status in Productlift when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and ProductLift.
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 User
Creates a new user in your portal. You can either provide a password, or you can invite the user.
Create Group
Creates a new group.
Update User
Updates a user in your portal.
Create Comment
Adds a new comment to a specific post.
Create Tag
Creates a new tag in your portal.
Create Status
Creates a new status.
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 ProductLift
Productlift is a platform designed to help businesses manage and optimize their product development processes. It provides tools for tracking product performance, gathering user feedback, and prioritizing features to ensure that product teams can make data-driven decisions. With Productlift, teams can streamline their workflows, improve collaboration, and enhance the overall product lifecycle.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and ProductLift 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 ProductLift 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 ProductLift. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in ProductLift, and a separate workflow where ProductLift 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 ProductLift. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and ProductLift integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
