Connect DivvyHQ and ClearCRM to Build Intelligent Automations

Choose a Trigger

DivvyHQ

When this happens...

Choose an Action

ClearCRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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 DivvyHQ integrations.

Create Content Item

Create Content Item

Creates a content item.

List Calendar

List Calendar

List allowed type per calendar.

List Base Calendars

List Base Calendars

List all base calendars.

List Calendarentries

List Calendarentries

List all calendarentries.

List Campaigns

List Campaigns

List all campaigns.

List Contentitems

List Contentitems

List all Contentitems.

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Frequently Asked Questions

How do I start an integration between DivvyHQ and ClearCRM?

To start, connect both your DivvyHQ and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in DivvyHQ triggers actions in ClearCRM (or vice versa).

Can we customize how data from DivvyHQ is recorded in ClearCRM?

Absolutely. You can customize how DivvyHQ data is recorded in ClearCRM. This includes choosing which data fields go into which fields of ClearCRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between DivvyHQ and ClearCRM?

The data sync between DivvyHQ and ClearCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from DivvyHQ to ClearCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between DivvyHQ and ClearCRM?

Yes, you can set conditional logic to control the flow of data between DivvyHQ and ClearCRM. 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.

DivvyHQ

About DivvyHQ

DivvyHQ is a content planning and production workflow platform designed to help marketing and content teams manage their content strategies more efficiently. It offers tools for content ideation, planning, collaboration, and publishing, making it easier to streamline content operations.

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ClearCRM

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.

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