Connect ClearCRM and Sales.Rocks to Build Intelligent Automations

Choose a Trigger

ClearCRM

When this happens...

Choose an Action

Sales.Rocks

Automatically do this!

Enable Integrations or automations with these events of ClearCRM and Sales.Rocks

Enable Integrations or automations with these events of ClearCRM and Sales.Rocks

Triggers

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

New Payment

Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.

Actions

Create a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

Request a new Action for ClearCRM

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Frequently Asked Questions

How do I start an integration between ClearCRM and Sales.Rocks?

To start, connect both your ClearCRM and Sales.Rocks accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Sales.Rocks (or vice versa).

Can we customize how data from ClearCRM is recorded in Sales.Rocks?

Absolutely. You can customize how ClearCRM data is recorded in Sales.Rocks. This includes choosing which data fields go into which fields of Sales.Rocks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClearCRM and Sales.Rocks?

The data sync between ClearCRM and Sales.Rocks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClearCRM to Sales.Rocks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClearCRM and Sales.Rocks?

Yes, you can set conditional logic to control the flow of data between ClearCRM and Sales.Rocks. 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.

ClearCRM

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.

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Sales.Rocks

About Sales.Rocks

Sales.Rocks is a sales enablement tool that helps companies fill their sales pipeline by allowing them to get quick access to full company and contact data from Europe, United States and Canada.

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