Connect ClearCRM and Surfer SEO to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Create Content Editor
List SEO Structure Guidlines
Get Content From Content Editor
List Workspaces
List Custom Voices
Ready to use ClearCRM and Surfer SEO automations
Actions and Triggers
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 Content Editor
Create editor for main keyword
List SEO Structure Guidlines
List SEO Structure Guidlines
Get Content From Content Editor
Retrieve content from editor
List Workspaces
Get all workspaces
List Custom Voices
Get workspace custom voices
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Frequently Asked Questions
To start, connect both your ClearCRM and Surfer SEO accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Surfer SEO (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Surfer SEO. This includes choosing which data fields go into which fields of Surfer SEO, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Surfer SEO typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClearCRM and Surfer SEO. 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.
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 MoreAbout Surfer SEO
SurferSEO is a powerful tool designed to help businesses and individuals optimize their content for search engines. It provides insights and recommendations to improve on-page SEO, ensuring that your content ranks higher in search results. With features like keyword analysis, content editor, and SERP analyzer, SurferSEO is an essential tool for anyone looking to enhance their online visibility and drive more organic traffic to their website.
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