Cliengo + Clientify Integration

Integrate Cliengo to Clientify in one click, or tell Integrately AI how you want each lead handled. Capture visitors, create Clientify contacts, update deals, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cliengo
    Customer is created in Cliengo Instant
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
Arrow Right
2.
  • Cliengo
    Create customer in Cliengo
  • Cliengo
    Update customer in Cliengo
  • Cliengo
    Search customer in Cliengo
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify

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Ready Workflows Ready Workflows for Cliengo + Clientify Integration

Capture leads, create contacts, update deals, sync company data, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Clientify + Cliengo Integration

Create Cliengo user for new Clientify contact

As a business, you want to be able to keep track of all of your customers, no matter where they are. With Clientify and Cliengo integration, this is easy to do.

Just activate this integration and next time a contact is created in Clientify, a corresponding user will be automatically created in Cliengo.

This way, you can always keep track of your customers and their orders. It's a great way to improve customer service and keep your business running smoothly.
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Connect more apps to your Cliengo + Clientify flow

Sync your core customer data with marketing, messaging, and scheduling tools the moment automation finishes. Pick a combination and activate it in one click.

Cliengo
Clientify
+
Facebook Lead AdsFacebook Lead Ads (3)
+
WhatsAppWhatsApp (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
F
C
C
Add every Facebook Lead Ads lead to Cliengo as a new customer, and create a contact in Clientify.
Every Facebook Lead Ads lead lands in Cliengo and Clientify instantly, eliminating manual entry and missed follow-ups.
C
C
F
When a customer is created in Cliengo from Facebook Lead Ads, update the matching contact in Clientify.
Cliengo chatbot interactions update existing Clientify contacts automatically using data captured from Facebook Lead Ads.
C
C
F
Create a Clientify deal for every Facebook Lead Ads lead captured through Cliengo chatbot interactions.
Turn high-intent chatbot conversations from Cliengo and Facebook campaigns into active deals in Clientify automatically.

Supported triggers and actions for Cliengo and Clientify

Mix and match to build the exact automation you need

Cliengo
Cliengo Triggers & Actions
Instant
Customer is created in Cliengo
Triggers the automation when a new customer is created
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Create customer in Cliengo
Adds a new customer to the database
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Update customer in Cliengo
Updates a customer's information
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Search customer in Cliengo
Locates and retrieves customer information
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Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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What can you automate with Cliengo + Clientify?

Connect your chatbot interactions and CRM pipelines to handle leads, contacts, and deals without lifting a finger.

What you can automate?
🔄
Sync every new website lead instantly
Turn every website visitor who converts in Cliengo into a brand new contact in Clientify the moment they submit their details. Eliminate manual data entry and ensure zero leads slip through the cracks.
📋
Capture every submitted custom field
Map all conversational answers and custom form fields collected by your Cliengo chatbot directly into corresponding Clientify contact fields, building richer profiles for your sales team.
🔔
Alert your team the second leads arrive
Trigger instant notifications in Slack or via messaging tools whenever Cliengo creates a customer and Clientify saves a new contact, ensuring rapid response times.
🔀
Route leads based on submitted data
Evaluate incoming form inputs and custom chatbot answers to assign deals, set priorities, or route records to the right sales representatives in Clientify automatically.
🔄
Keep contact records up to date
Automatically search and update existing Clientify records whenever returning visitors update their information or engage with your Cliengo chatbot again.
🔍
Prevent duplicate records automatically
Search existing database entries before creating new records, ensuring your Clientify CRM stays clean and free of duplicate customer profiles.
📈
Manage deal stages and pipeline updates
Create new deals, update deal stages, and close orders in Clientify in response to customer milestones and downstream activities.
🌐
Extend workflows to external apps
Connect your core Cliengo and Clientify setup with Slack, Google Sheets, or email tools to build multi-step operational pipelines.
And much more...

Who is Cliengo + Clientify integration for?

Teams managing inbound website traffic and sales pipelines rely on automated data flow to eliminate manual entry and speed up conversions.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Support teams
Support teams
Operations specialists
Operations specialists
Data analysts
Data analysts
📈
Performance marketers
You're running campaigns driving traffic to chatbot landing pages but your tracking sheet only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — this integration means every new customer lands in your CRM instantly and your campaign data stays current.
Sales managers
You need your team to act fast on incoming website enquiries, but leads sit trapped in chatbot logs before someone remembers to move them into the CRM, resulting in missed connection windows — this integration means every new lead triggers immediate CRM contact creation so reps can engage prospects without delay.
🤝
Account executives
You answer to sales directors who want to see deal progress updated in real time, but pipeline stages rarely match current customer conversations because manual updates take too long — this integration means every chat interaction updates your CRM records automatically and deal stages reflect true pipeline health.
💬
Support teams
The volume of inbound chats is too high for anyone to keep up by hand, leading to duplicated customer records and scattered contact histories across separate tools — this integration means customer inquiries generate unified CRM profiles instantly and your support records remain completely clean.
⚙️
Operations specialists
You own the handoff between marketing chatbots and sales pipelines, but manual data transfers introduce errors and gaps between initial visitor capture and deal creation — this integration means automated workflows handle contact creation and deal routing seamlessly from end to end.
📊
Data analysts
You need a reliable history of all customer interactions, but missing form fields and disjointed logs keep creating blind spots in your pipeline analytics — this integration means every touchpoint is captured consistently and your reporting database stays accurate.
Our team

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Why choose Integrately to automate Cliengo + Clientify

Build and manage your Cliengo + Clientify automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Cliengo + Clientify with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Cliengo to Clientify?
Frequently Asked Questions
You can connect Cliengo to Clientify in 1 click using ready templates on Integrately, or use Integrately AI to build your exact workflow. Link your accounts, select your trigger event, and activate your flow in minutes alongside tools like Google Sheets, Slack, and WhatsApp.
Can I automatically create Clientify contacts from Cliengo chatbot leads?
Frequently Asked Questions
Can I connect Cliengo, Clientify, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cliengo and Clientify?
Frequently Asked Questions
How does Cliengo handle lead data when integrating with Clientify?
Frequently Asked Questions
Can I update Clientify deal stages based on Cliengo activity?
Frequently Asked Questions
Do I need coding skills to automate Cliengo and Clientify?
Frequently Asked Questions
Is the Cliengo and Clientify integration free?
Frequently Asked Questions
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You Can Also Connect Cliengo or Clientify With 1500+ Other Apps

Cliengo
Popular Cliengo Integrations
Connect Cliengo to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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Clientify
Popular Clientify Integrations
Sync Clientify with accounting, project management, and reporting tools to keep data working across your stack.
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