Connect ClearCRM and Zoho Zeptomail
Integrate ClearCRM with Zoho Zeptomail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Email via Zoho Zeptomail when Get recent contracts from ClearCRM
List Templates from Zoho Zeptomail when Get recent contracts from ClearCRM
Create Email Template in Zoho ZeptoMail when Get recent contracts from ClearCRM
Suppress Email Addresses or Domains in Zoho Zeptomail when Get recent contracts from ClearCRM
List Suppressed Recipients in Zoho Zeptomail when Get recent contracts from ClearCRM
Popular ClearCRM + Zoho Zeptomail 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 Zeptomail
Automatically do this!
Send Email
List Templates
Create Email Template
Suppress Email Addresses or Domains
List Suppressed Recipients
Remove Entries From Suppression List
Retrieve Email Logs
Delete Email Template
Update Email Template for Selected Agent
Send Email via Zoho Zeptomail when Get recent contracts from ClearCRM
Use this flowList Templates from Zoho Zeptomail when Get recent contracts from ClearCRM
Use this flowCreate Email Template in Zoho ZeptoMail when Get recent contracts from ClearCRM
Use this flowSuppress Email Addresses or Domains in Zoho Zeptomail when Get recent contracts from ClearCRM
Use this flowList Suppressed Recipients in Zoho Zeptomail when Get recent contracts from ClearCRM
Use this flowRemove Entries From Suppression List from the suppression list in Zoho Zeptomail when Get recent contracts from ClearCRM
Use this flowRetrieve Email Logs from Zoho Zeptomail when Get recent contracts from ClearCRM
Use this flowDelete Email Template in Zoho Zeptomail when Get recent contracts from ClearCRM
Use this flowUpdate Email Template for Selected Agent in Zoho ZeptoMail when Get recent contracts from ClearCRM
Use this flowSend Email via Zoho Zeptomail when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Zoho Zeptomail.
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.
Send Email
Send email via ZeptoMail
List Templates
Retrieve email templates for a selected ZeptoMail mail agent.
Create Email Template
Create an email template
Suppress Email Addresses or Domains
Add email addresses or domains to the suppression list to prevent emails from being sent to them.
List Suppressed Recipients
Retrieve suppressed email addresses or domains for a specified suppression type (bounces, complaints, unsubscribes), with optional mail agent, date range, and pagination filters.
Remove Entries From Suppression List
Remove specified entries (for example, email addresses) from a ZeptoMail suppression list.
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 Zoho Zeptomail
Zoho Zeptomail is a reliable and secure email delivery service designed for transactional emails. It ensures that your critical emails reach the inbox of your recipients promptly and efficiently, making it ideal for businesses that require high deliverability and detailed analytics for their email communications.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Zoho Zeptomail 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 Zeptomail 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 Zeptomail. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Zoho Zeptomail, and a separate workflow where Zoho Zeptomail 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 Zeptomail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Zoho Zeptomail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
