Connect ClearCRM and Sage Sales Management
Integrate ClearCRM with Sage Sales Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Sage-sales-management when Get recent contracts from ClearCRM
Create Activity in Sage-sales-management when Get recent contracts from ClearCRM
Create Contact in Sage-sales-management when Get recent contracts from ClearCRM
Create Calendar Item in ForceManager when Get recent contracts from ClearCRM
Create Opportunity in Sage-sales-management when Get recent contracts from ClearCRM
Popular ClearCRM + Sage Sales Management 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
Sage Sales Management
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Create Account in Sage-sales-management when Get recent contracts from ClearCRM
Use this flowCreate Activity in Sage-sales-management when Get recent contracts from ClearCRM
Use this flowCreate Contact in Sage-sales-management when Get recent contracts from ClearCRM
Use this flowCreate Calendar Item in ForceManager when Get recent contracts from ClearCRM
Use this flowCreate Opportunity in Sage-sales-management when Get recent contracts from ClearCRM
Use this flowCreate Sales Order in Sage-sales-management when Get recent contracts from ClearCRM
Use this flowFind Account in Sage Sales Management when Get recent contracts from ClearCRM
Use this flowList Users from Sage Sales Management when Get recent contracts from ClearCRM
Use this flowList Roles from Sage Sales Management when Get recent contracts from ClearCRM
Use this flowList Accounts from Sage Sales Management when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Sage Sales Management.
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 Account
Create Account in ForceManager
Create Activity
Create activity
Create Contact
Create Contact
Create Calendar Item
Creates a new calendar item.
Create Opportunity
Creates a new opportunity.
Create Sales Order
Creates a new Sales Order
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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AI will build it for you
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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Sage Sales Management 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 Sage Sales Management 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 Sage Sales Management. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Sage Sales Management, and a separate workflow where Sage Sales Management 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 Sage Sales Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Sage Sales Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
