Connect ClearCRM and Zoominfo
Integrate ClearCRM with Zoominfo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Enrich Company with data from ZoomInfo when Get recent contracts from ClearCRM
Find Contacts in Zoominfo when Get recent contracts from ClearCRM
Enrich Contact with ZoomInfo when Get recent contracts from ClearCRM
Find Companies in Zoominfo when Get recent contracts from ClearCRM
Find News Articles on Zoominfo when Get recent contracts from ClearCRM
Popular ClearCRM + Zoominfo 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
Zoominfo
Automatically do this!
Enrich Company
Find Contacts
Enrich Contact
Find Companies
Find News Articles
Find Company by IP Address
Find Company Technologies
Enrich Org Chart Contacts
Find Similar Companies
Find Lookalike Contacts
Enrich Company with data from ZoomInfo when Get recent contracts from ClearCRM
Use this flowFind Contacts in Zoominfo when Get recent contracts from ClearCRM
Use this flowEnrich Contact with ZoomInfo when Get recent contracts from ClearCRM
Use this flowFind Companies in Zoominfo when Get recent contracts from ClearCRM
Use this flowFind News Articles on Zoominfo when Get recent contracts from ClearCRM
Use this flowFind Company by IP Address in Zoominfo when Get recent contracts from ClearCRM
Use this flowFind Company Technologies on ZoomInfo when Get recent contracts from ClearCRM
Use this flowEnrich Org Chart Contacts with Zoominfo when Get recent contracts from ClearCRM
Use this flowFind Similar Companies using ZoomInfo when Get recent contracts from ClearCRM
Use this flowFind Lookalike Contacts in ZoomInfo when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Zoominfo.
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.
Enrich Company
Add or update firmographic, technographic, org chart, and buyer-intent data for companies using ZoomInfo.
Find Contacts
Search your ZoomInfo account for contacts that match specified filters and return matching contact details and pagination information.
Enrich Contact
Add verified data to a contact using provided identifiers and return the selected enrichment fields.
Find Companies
Search for companies that match your filters and return company details with pagination.
Find News Articles
Find news articles using filters and return paginated results.
Find Company by IP Address
Resolve an IPv4 address to a matching company record. IPv6 is not supported. Each successful match uses one enrichment credit unless the record is already under management.
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 Zoominfo
ZoomInfo is an AI-powered go-to-market (GTM) intelligence platform for B2B teams. It combines a large, verified database of companies and contacts with real-time buyer intent signals, org charts, firmographic and technographic insights, and workflow automation. Sales, marketing, recruiting, and RevOps teams use ZoomInfo for lead generation, prospecting, account segmentation, data enrichment, and campaign execution, with native integrations to leading CRMs, MAPs, and sales engagement tools.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Zoominfo 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 Zoominfo 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 Zoominfo. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Zoominfo, and a separate workflow where Zoominfo 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 Zoominfo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Zoominfo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
