Connect ClearCRM and SurveyMars
Integrate ClearCRM with SurveyMars to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact Group in SurveyMars when Get recent contracts from ClearCRM
Create Survey From Template in SurveyMars when Get recent contracts from ClearCRM
Create Survey with AI in SurveyMars when Get recent contracts from ClearCRM
Get AI-Created Survey Details from SurveyMars when Get recent contracts from ClearCRM
Find Surveys in SurveyMars when Get recent contracts from ClearCRM
Popular ClearCRM + SurveyMars 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
SurveyMars
Automatically do this!
Create Contact Group
Create Survey From Template
Create Survey with AI
Get AI-Created Survey Details
Find Surveys
List Users
Create Contact
Pause Survey
Publish Survey
Create Contact Group in SurveyMars when Get recent contracts from ClearCRM
Use this flowCreate Survey From Template in SurveyMars when Get recent contracts from ClearCRM
Use this flowCreate Survey with AI in SurveyMars when Get recent contracts from ClearCRM
Use this flowGet AI-Created Survey Details from SurveyMars when Get recent contracts from ClearCRM
Use this flowFind Surveys in SurveyMars when Get recent contracts from ClearCRM
Use this flowList Users from SurveyMars when Get recent contracts from ClearCRM
Use this flowCreate Contact in SurveyMars when Get recent contracts from ClearCRM
Use this flowPause Survey in SurveyMars when Get recent contracts from ClearCRM
Use this flowPublish Survey on SurveyMars when Get recent contracts from ClearCRM
Use this flowCreate Contact Group in SurveyMars when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and SurveyMars.
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 Contact Group
Create one or more contact groups by name, optionally assigning a parent group.
Create Survey From Template
Create a new survey from an existing template.
Create Survey with AI
Use AI to generate a ready-to-use survey from a title, purpose, language, number of questions, and survey type.
Get AI-Created Survey Details
Get details for a specific AI-created survey.
Find Surveys
Find surveys using filters, sorting, and pagination.
List Users
List all users in SurveyMars.
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 SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and SurveyMars 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 SurveyMars 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 SurveyMars. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in SurveyMars, and a separate workflow where SurveyMars 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 SurveyMars. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and SurveyMars integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
