Connect ClearCRM and Zendesk Sell
Integrate ClearCRM with Zendesk Sell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Contact or Company Details in Zendesk Sell when Get recent contracts from ClearCRM
Stop Sequence Enrollment in Zendesk Sell when Get recent contracts from ClearCRM
Create Product in Zendesk Sell when Get recent contracts from ClearCRM
Update Product By ID in Zendesk Sell when Get recent contracts from ClearCRM
Create a Lead in Zendesk Sell when Get recent contracts from ClearCRM
Popular ClearCRM + Zendesk Sell 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
Zendesk Sell
Automatically do this!
Update Contact or Company Details
Stop Sequence Enrollment
Create Product
Update Product By ID
Create a Lead
Create Note
List All Leads
List All Contacts
List All Products
List Sequences
List Lead Sources
List All Deals
Enroll In Sequence
Create Contact Or Company
Create Task
Create a Deal
Update Deal
Update Lead
List All Deal Source
List All Notes
List Pipeline Stages
List All Users
Update Contact or Company Details in Zendesk Sell when Get recent contracts from ClearCRM
Use this flowStop Sequence Enrollment in Zendesk Sell when Get recent contracts from ClearCRM
Use this flowCreate Product in Zendesk Sell when Get recent contracts from ClearCRM
Use this flowUpdate Product By ID in Zendesk Sell when Get recent contracts from ClearCRM
Use this flowCreate a Lead in Zendesk Sell when Get recent contracts from ClearCRM
Use this flowCreate Note in Zendesk Sell when Get recent contracts from ClearCRM
Use this flowList All Leads from Zendesk Sell when Get recent contracts from ClearCRM
Use this flowList All Contacts from Zendesk Sell when Get recent contracts from ClearCRM
Use this flowList All Products from Zendesk Sell when Get recent contracts from ClearCRM
Use this flowList Sequences from Zendesk Sell when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Zendesk Sell.
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.
Update Contact or Company Details
Update a contact's or company's details using their ID or email.
Stop Sequence Enrollment
Stop an active sequence enrollment for a lead or contact.
Create Product
Create a new product in your sales catalog with name, details and pricing so teams can use it in deals and quotes.
Update Product By ID
Update a product by its ID to change name, price, description, or other attributes.
Create a Lead
Create a single lead with contact, company, status, tags and custom fields.
Create Note
Add a note to a deal, contact, or lead.
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 Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Zendesk Sell, and a separate workflow where Zendesk Sell 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 Zendesk Sell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Zendesk Sell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
