Clientify and Salesflare
How to connect Clientify
- Via Zapier — 10 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When tag Added to Contact in Clientify, find or create contact in Salesflare.
- When new Company in Clientify, find or create account in Salesflare.
- When new Contact in Clientify, find or create contact in Salesflare.
- When new Deal in Clientify, create opportunity in Salesflare.
- When new Task in Clientify, create task in Salesflare.
- When new Opportunity in Salesflare, create Deal in Clientify.
About Clientify
Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.
Clientify operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Company — Triggers when a new company is created in clientify.
- New Contact — Triggers when a new contact is created.
- New Deal — Triggers when a new deal is created in Clientify.
- New Task — Triggers when a new task is created in clientify.
- Tag Added to Contact — Triggers when a tag is added to a contact
Actions (4)
Things Salesflare can make it do
- Create Abandoned Cart — Creates an Abandoned Cart
- Create Contact — Creates a Contact in Clientify
- Create Deal — Creates a Deal in Clientify
- Create Order — Creates a Order
Searches (1)
Look up existing records
- Find Contact — Search contacts
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