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Clientify integration

CRM and marketing for small businesses: contacts, companies, deals and tasks.

Sales and CRMMarketing3 triggers · 9 actions
Connect Clientify freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New contact” happens in Clientify, check the details with AI, then “Create contact” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New contact

    Triggers when a new contact is added to Clientify (manually, from a form, an import…).

  • WHEN
    New deal

    Triggers when a new deal (sales opportunity) is created in Clientify.

  • WHEN
    Deal won

    Triggers when a deal changes to "Won" in Clientify. Great for preparing the invoice, welcoming the client or notifying the team.

Actions

Then Calibra can do this for you
  • DO
    Create contact

    Adds a contact (lead or client) to Clientify. If one already exists with the same email or phone, Clientify updates it instead of creating a duplicate.

  • DO
    Update contact

    Changes the details of an existing contact. Only the fields you fill in are changed; the rest stay as they are.

  • DO
    Find contact by email

    Finds the Clientify contact with exactly that email.

  • DO
    Add tag to contact

    Adds a tag to a Clientify contact, for example to segment them or start an automation.

  • DO
    Add note to contact

    Adds a note to the contact's wall, for example a call summary or what they filled in on a form.

  • DO
    Create company

    Adds a company (account) to Clientify.

  • DO
    Create deal

    Creates a deal (sales opportunity) in Clientify, linked to a contact and/or a company, in the pipeline and stage you choose.

  • DO
    Create task

    Creates a task in Clientify (call, email, meeting…) and, optionally, links it to a contact, company or deal.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Ready-made workflows with Clientify

Install, connect your apps and switch on.
Google Forms responses to Clientify with a welcome emailEvery form response creates a contact in Clientify and sends them an email. Google Forms · Clientify · Gmail Calendly meetings in Clientify with a follow-up taskEvery meeting booked in Calendly creates the contact in Clientify and a task to prepare for it. Calendly · Clientify Deal won in Clientify: customer and invoice in HoldedWhen you win a deal in Clientify, the customer and a draft invoice are created in Holded. Clientify · Holded Real estate: reply to every lead within a minuteEvery lead from your website goes into Clientify, gets an instant reply and the agent is notified. Clientify · Gmail · Telegram Bot New MailerLite subscribers as leads in ClientifyEvery new MailerLite subscriber is added as a lead in Clientify. MailerLite · Clientify Missed call in Ringover: callback task and SMS to the customerEvery missed call creates a task in Clientify and sends an SMS saying you'll call back. Ringover · Clientify

Questions

Is the Clientify integration free?

Yes. Clientify is available on every Calibra plan, including the free plan, which needs no card.

How is Clientify usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Clientify without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Clientify for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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