Connect ClearCRM and SiteSpeakAI
Integrate ClearCRM with SiteSpeakAI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Chatbots from Sitespeak.ai when Get recent contracts from ClearCRM
Ask the Chatbot with Sitespeak.ai when Get recent contracts from ClearCRM
View Conversation History in Sitespeak.ai when Get recent contracts from ClearCRM
List Leads from Sitespeak.ai when Get recent contracts from ClearCRM
Create Suggested Answer in Sitespeak.ai when Get recent contracts from ClearCRM
Popular ClearCRM + SiteSpeakAI 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
SiteSpeakAI
Automatically do this!
List Chatbots
Ask the Chatbot
View Conversation History
List Leads
Create Suggested Answer
List Chatbots from Sitespeak.ai when Get recent contracts from ClearCRM
Use this flowAsk the Chatbot with Sitespeak.ai when Get recent contracts from ClearCRM
Use this flowView Conversation History in Sitespeak.ai when Get recent contracts from ClearCRM
Use this flowList Leads from Sitespeak.ai when Get recent contracts from ClearCRM
Use this flowCreate Suggested Answer in Sitespeak.ai when Get recent contracts from ClearCRM
Use this flowList Chatbots from Sitespeak.ai when New Customer in Clearcrm
Use this flowAsk the Chatbot with Sitespeak.ai when New Customer in Clearcrm
Use this flowView Conversation History in Sitespeak.ai when New Customer in Clearcrm
Use this flowList Leads from Sitespeak.ai when New Customer in Clearcrm
Use this flowCreate Suggested Answer in Sitespeak.ai when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and SiteSpeakAI.
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 Chatbots
Retrieve the AI chatbots configured for your site so you can view or select them.
Ask the Chatbot
Send a question or message to the website AI chatbot—optionally continue a conversation—and receive a reply in the chosen format.
View Conversation History
Retrieve a chatbot's conversations and messages, with filters for conversation ID, result limit, sort order, and options to include sources or deleted messages.
List Leads
List leads captured by your SiteSpeak AI chatbot.
Create Suggested Answer
Create a suggested answer the AI agent will use for a specific question.
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 SiteSpeakAI
Sitespeak.ai (SiteSpeakAI) provides an embeddable AI agent for websites that’s trained on your site, docs, PDFs, and videos to answer questions, capture leads, book meetings, look up orders, and hand off to humans when needed. It supports 95+ languages, offers deep customization and analytics, and integrates with popular tools (e.g., WhatsApp, HubSpot, Slack, Shopify, WordPress, and Zapier) so the agent can automate real actions—not just replies.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and SiteSpeakAI 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 SiteSpeakAI 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 SiteSpeakAI. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in SiteSpeakAI, and a separate workflow where SiteSpeakAI 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 SiteSpeakAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and SiteSpeakAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
