Clienty and Salesflare
How to connect Clienty
- Via Zapier — 11 operations available. Set it up ↗
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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