Salesflare Salesflare Integrations

Clienty and Salesflare

CRM (Customer Relationship Management) clienty.co ↗

How to connect Clienty

What you can automate

  • When lead Status Changed in Clienty, find or create contact in Salesflare.
  • When new Lead in Clienty, find or create contact in Salesflare.
  • When new Sale in Clienty, create opportunity, then find or create contact in Salesflare.
  • When new Task in Clienty, create task in Salesflare.

About Clienty

Clienty centralizes and automates your business process by better tracking prospects.

Clienty operations on Zapier

Triggers (4)

Start a workflow when this happens

  • Lead Status Changed — Triggered when the status of a Lead is changed.
  • New Lead — Triggers when a new Lead is created.
  • New Sale — Triggers when a new sale is created.
  • New Task — Triggers when a new Task is created.

Actions (6)

Things Salesflare can make it do

  • Change Lead — Change the lead information in Clienty CRM
  • Change Lead Status — Change the lead status in Clienty CRM
  • Create Lead Proposal — Create a new proposal in Clienty CRM
  • Create Lead Sale — Create a new sale in Clienty CRM
  • Create New Lead — Creates a new lead in the system
Show 1 more actions
  • Extract Lead From Email — Extracts structured lead data (name, email, phone, etc.) from a raw email body using AI

Searches (1)

Look up existing records

  • List Lead — List All Leads from Clienty CRM

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