Connect snapADDY and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Get new contacts
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
Ready to use snapADDY and ClearCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get new contacts
Retrieve contacts added to a specified contact list since the last run, returning the newest first.
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.
Do thisActions
Action is the task that follows automatically within your snapADDY integrations.
Create Contact Item
Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.
Update contact
Update an existing contact in the selected SnapADDY contact list.
Retrieve contacts from contact list
Get all contacts in a contact list and optionally return only the fields you select.
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Frequently Asked Questions
To start, connect both your snapADDY and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in snapADDY triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how snapADDY 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 snapADDY 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 snapADDY 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 snapADDY
snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.
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.
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