Connect Savvycal and Clear Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Event Canceled
Rescheduled Event
Choose an Action
Automatically do this!
- Request a new Action for Clear Crm
Ready to use Savvycal and Clear Crm automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Trigger when new event is created
Event Canceled
Trigger when an event is canceled
Rescheduled Event
Trigger when an event is rescheduled.
New Contract
Retrieve contracts added in Clear CRM during a specified recent time window and return matching records with a standardized UTC timestamp.
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.
Do thisActions
Action is the task that follows automatically within your Savvycal integrations.
Get Account User
Get existing account user details
List Events
Get a list of your events scheduled via SavvyCal.
List Scheduling Links
Get a list of scheduling links.
List Time Zones
Get a list of all canonical zones in the time zone database.
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Frequently Asked Questions
To start, connect both your Savvycal and Clear Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Savvycal triggers actions in Clear Crm (or vice versa).
Absolutely. You can customize how Savvycal data is recorded in Clear Crm. This includes choosing which data fields go into which fields of Clear Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Savvycal and Clear Crm 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 Savvycal and Clear Crm. 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 Savvycal
Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.
Learn MoreAbout Clear Crm
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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