Connect SendX and ClearCRM to Build Intelligent Automations

Choose a Trigger

SendX

When this happens...

Choose an Action

ClearCRM

Automatically do this!

Ready to use SendX and ClearCRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

Triggers when a new Contact is added to any list.

New List Created

New List Created

Triggers when a new list Created.

New Tag Created

New Tag Created

Trigger when a New Tag created.

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.

Do thisActions

Action is the task that follows automatically within your SendX integrations.

Create Contact

Create Contact

Creates a new contact in SendX.

Update Contact

Update Contact

Update a contact in SendX.

Delete Contact

Delete Contact

Creates a contact in SendX.

Unsubscribe Contact

Unsubscribe Contact

Unsubscribe a Contact in SendX.

Search Contact By Email

Search Contact By Email

Search Contact By Email in Mailtrap.

Create List

Create List

Creates a list in SendX.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between SendX and ClearCRM?

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

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

Absolutely. You can customize how SendX 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 SendX and ClearCRM?

The data sync between SendX 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 SendX 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 SendX and ClearCRM?

Yes, you can set conditional logic to control the flow of data between SendX 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.

SendX

About SendX

SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.

Learn More
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.

Learn More