Connect TxtSync and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
runs when a New Contact is Created.
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 TxtSync integrations.
Send SMS
Send a single SMS text message to a phone number or contact
Create a Contact
Adds a new contact to your TxtSync contact list.
Update a Contact
Update an existing contact's details.
List Contacts
List all contacts and their details.
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Frequently Asked Questions
To start, connect both your TxtSync and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TxtSync triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how TxtSync 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 TxtSync 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 TxtSync 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 TxtSync
TxtSync is a powerful SMS communication platform designed to enhance business communication through efficient and reliable text messaging services. It offers seamless integration with various applications, enabling businesses to automate and streamline their SMS marketing and customer engagement strategies.
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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