Connect ClearCRM and Zoom
Integrate ClearCRM with Zoom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Meeting in Zoom when Get recent contracts from ClearCRM
Get a Meeting from Zoom when Get recent contracts from ClearCRM
List Meetings from Zoom when Get recent contracts from ClearCRM
Update a Meeting in Zoom when Get recent contracts from ClearCRM
Delete a Meeting in Zoom when Get recent contracts from ClearCRM
Popular ClearCRM + Zoom 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
Zoom
Automatically do this!
Create a Meeting
Get a Meeting
List Meetings
Update a Meeting
Delete a Meeting
Share Clip With People Or Channels
Add a meeting registrant
Add a registrant to a webinar
Get webinar participant
Fetch Past Meeting Participants
List Webinars
Create a Meeting in Zoom when Get recent contracts from ClearCRM
Use this flowGet a Meeting from Zoom when Get recent contracts from ClearCRM
Use this flowList Meetings from Zoom when Get recent contracts from ClearCRM
Use this flowUpdate a Meeting in Zoom when Get recent contracts from ClearCRM
Use this flowDelete a Meeting in Zoom when Get recent contracts from ClearCRM
Use this flowShare Clip With People Or Channels in Zoom when Get recent contracts from ClearCRM
Use this flowAdd a meeting registrant to Zoom when Get recent contracts from ClearCRM
Use this flowAdd a registrant to a webinar in Zoom when Get recent contracts from ClearCRM
Use this flowGet webinar participant from Zoom when Get recent contracts from ClearCRM
Use this flowFetch Past Meeting Participants in Zoom when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Zoom.
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 Meeting
Creates a meeting for a user
Get a Meeting
Returns the details of the meeting by meeting ID
List Meetings
List all upcoming meetings
Update a Meeting
Updates a meeting details by meeting id
Delete a Meeting
Deletes a meeting
Share Clip With People Or Channels
Share a clip with people or Team Chat channels by adding collaborators using email addresses, Zoom user IDs, or channel IDs.
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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AI will build it for you
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 Zoom
Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Zoom 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 Zoom 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 Zoom. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Zoom, and a separate workflow where Zoom 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 Zoom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Zoom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
