Connect ClearCRM and Zoho Connect 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!
Add Member to Group
Create Private Task
Create Task in Board
Create Status
Invite User to Network
Create Event
Ready to use ClearCRM and Zoho Connect 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.
Add Member to Group
Adds user to a group (invite and add, if the user is not a member of the network).
Create Private Task
Adds a private task.
Create Task in Board
Adds a new task in a specific board.
Create Status
Adds a new status in a specific group.
Invite User to Network
Sends an invite to the user to join your network.
Create Event
Adds a new event in a specific group.
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Frequently Asked Questions
To start, connect both your ClearCRM and Zoho Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Zoho Connect (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Zoho Connect. This includes choosing which data fields go into which fields of Zoho Connect, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Zoho Connect 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 Zoho Connect. 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 Zoho Connect
From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
Learn More
