Integrate Clientify with Salesflare

Send information between Clientify and Salesflare automatically, without writing any code, using Zoho Flow.

Build your own integrations between Clientify and Salesflare

Connect Clientify and Salesflare with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Clientify and Salesflare using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

New account

Triggers when a new account is created

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create task

Creates a new task

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch task

Fetches the details of an existing task using ID

Fetch company

Fetches the details of an existing company using ID

Fetch user

Fetches the details of an existing user using ID

Add contact to account

Adds an existing contact to the selected account

Create task

Creates a new task

Create contact

Creates a new contact

Create call

Creates a new call

Create opportunity

Creates a new opportunity

Create meeting

Creates a new meeting

Create account

Creates a new account

Add user to account

Adds an existing user to the selected account

Fetch person

Fetches a person by ID, name, or email

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch user

Fetches a user by ID, name, or email

What is Clientify?

Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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