
When this happens...

Automatically do this!
Create a lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get leads added in the configured time window and include each lead's added time in UTC.
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Action is the task that follows automatically within your Raven Tools integrations.
Get all keywords associate with the domain.
Create keyword in the specific domain.
Get all links associate with the domain.
Remove keyword for the specific domain.
Create a new lead in Clear CRM using the contact and company details you provide.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Raven Tools and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Raven Tools triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Raven Tools 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 Raven Tools 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 Raven Tools 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.
Raven Tools is a comprehensive digital marketing platform designed to help businesses and marketers streamline their SEO, social media, and PPC campaigns. It offers a suite of tools for keyword research, backlink analysis, rank tracking, and reporting, making it an essential resource for optimizing online marketing strategies.
Learn MoreClear 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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