Clientify integration

Marketing and sales CRM from Spain with email, landing pages and WhatsApp inbox. Connect Clientify to OLODESK and use it in the apps and automations your business runs on.

Category
CRM & sales

Popular ways to use Clientify

Start with one of these, or describe your own.

Leads captured for you

Web forms, calls and bookings land in Clientify, matched to the right contact.

Follow-ups that happen

Your team gets a reminder by email or text when a deal in Clientify goes quiet.

Won deals, ready to invoice

When a deal is won in Clientify, the client and a draft invoice are set up in your accounting app.

How to connect Clientify

  1. Request Clientify

    In your portal’s Integrations tab, press Request access next to Clientify. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Clientify, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Clientify data in ChatGPT. AI on OLODESK

More CRM & sales apps

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  • HighLevelCRM & sales

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  • SalesforceCRM & sales

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  • PipedriveCRM & sales

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  • Zoho CRMCRM & sales

    Zoho’s CRM for leads, contacts, deals, sales automation and reports.

  • CloseCRM & sales

    Sales CRM with built-in calling, email and texting for inside sales teams.

Clientify integration FAQ

Do I need my own Clientify account?

Yes. You connect the Clientify account your business already uses.

Which plans include the Clientify integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Clientify account?

Yes. Connect as many as you need and choose which one each system uses.

Put Clientify to work

Start your Free trial, then request Clientify on Business Starter or Business Pro.