Connect ClearCRM and SurveySparrow
Integrate ClearCRM with SurveySparrow to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in SurveySparrow when Get recent contracts from ClearCRM
Update Contact in SurveySparrow when Get recent contracts from ClearCRM
Delete Contact in SurveySparrow when Get recent contracts from ClearCRM
Get Contacts from SurveySparrow when Get recent contracts from ClearCRM
Get Users from SurveySparrow when Get recent contracts from ClearCRM
Popular ClearCRM + SurveySparrow 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
SurveySparrow
Automatically do this!
Create a Contact
Update Contact
Delete Contact
Get Contacts
Get Users
Delete User
Create Contact List
Update Contact List
Get Contact List
Delete Contact List
Create Contact Property
Update Contact Property
Delete Contact Property
Create a Team
Create Survey
Create Survey Folder
Update Survey
get Contact Property
Update Survey Folder
Delete Survey folder
Send a Survey by Email
Create a Contact in SurveySparrow when Get recent contracts from ClearCRM
Use this flowUpdate Contact in SurveySparrow when Get recent contracts from ClearCRM
Use this flowDelete Contact in SurveySparrow when Get recent contracts from ClearCRM
Use this flowGet Contacts from SurveySparrow when Get recent contracts from ClearCRM
Use this flowGet Users from SurveySparrow when Get recent contracts from ClearCRM
Use this flowDelete User in SurveySparrow when Get recent contracts from ClearCRM
Use this flowCreate Contact List in Surveysparrow when Get recent contracts from ClearCRM
Use this flowUpdate Contact List in Surveysparrow when Get recent contracts from ClearCRM
Use this flowGet Contact List from SurveySparrow when Get recent contracts from ClearCRM
Use this flowDelete Contact List in Surveysparrow when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and SurveySparrow.
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 a Contact
Create a contact using an Email, Phone, Mobile, or Unique ID; optionally add full name, job title, contact type, reference ID, list memberships, custom fields, and subscription/unsubscribe settings.
Update Contact
Update an existing contact by email or contact ID. Modify name, email, phone, mobile, job title, unique or reference IDs, unsubscribe status/text, and custom fields.
Delete Contact
Deletes a contact from SurveySparrow using the provided email address.
Get Contacts
Find a contact by its email id.
Get Users
Find the details of existing user by its email address.
Delete User
Delete a user identified by their user ID.
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 SurveySparrow
SurveySparrow is a versatile survey platform that allows users to create engaging and interactive surveys. It offers a range of features to design, distribute, and analyze surveys, making it ideal for gathering feedback and insights from various audiences.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and SurveySparrow 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 SurveySparrow 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 SurveySparrow. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in SurveySparrow, and a separate workflow where SurveySparrow 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 SurveySparrow. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and SurveySparrow integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
