Connect Kintone and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Kintone
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
Enable Integrations or automations with these events of Kintone and ClearCRM
Enable Integrations or automations with these events of Kintone and ClearCRM
Triggers
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.
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Frequently Asked Questions
To start, connect both your Kintone and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Kintone triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Kintone 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.
The data sync between Kintone and ClearCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Kintone 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.
About Kintone
Kintone is a versatile platform designed to streamline and enhance your business processes through customizable applications and collaborative tools. It allows users to create tailored solutions for project management, data handling, and team collaboration, all within a single, user-friendly interface.
Learn MoreAbout 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 More
