Connect Raven Tools and ClearCRM to Build Intelligent Automations

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Raven Tools

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ClearCRM

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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 Raven Tools integrations.

Get Keywords

Get Keywords

Get all keywords associate with the domain.

Create Keyword

Create Keyword

Create keyword in the specific domain.

Get Links

Get Links

Get all links associate with the domain.

Remove Keyword

Remove Keyword

Remove keyword for the specific domain.

Create a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

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Frequently Asked Questions

How do I start an integration between Raven Tools and ClearCRM?

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).

Can we customize how data from Raven Tools is recorded in ClearCRM?

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.

How often does the data sync between Raven Tools and ClearCRM?

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.

Can I filter or transform data before sending it from Raven Tools 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 Raven Tools and ClearCRM?

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

About Raven Tools

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.

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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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