Connect ClearCRM and Zoho CRM
Integrate ClearCRM with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ClearCRM + Zoho CRM 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
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Update a lead in Zoho CRM when New Customer in Clearcrm
Use this flowAdd Tags to Leads in Zoho CRM when New Customer in Clearcrm
Use this flowCreate Record in Zoho CRM when New Customer in Clearcrm
Use this flowCreate a lead in Zoho-crm when New Estimate in Clearcrm
Use this flowAdd Tags to Leads in Zoho CRM when New Estimate in Clearcrm
Use this flowUpdate a lead in Zoho CRM when New Invoice in Clearcrm
Use this flowAdd Tags to Leads in Zoho CRM when New Invoice in Clearcrm
Use this flowUpdate a lead in Zoho CRM when Get recent leads from ClearCRM
Use this flowUpdate Note in Lead in Zoho-crm when Get recent leads from ClearCRM
Use this flowUpdate a lead in Zoho CRM when New Payment in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Zoho CRM.
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 a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
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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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 Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Zoho CRM 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 Zoho CRM 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 Zoho CRM. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Zoho CRM, and a separate workflow where Zoho CRM 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 Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
