Create DoneDone task for new Clientify contact
Clientify + DoneDone Integration
Clientify + DoneDone Integration
Integrate Clientify to DoneDone in one click, or tell Integrately AI how you want each contact handled. Create tasks, update statuses, track conversations, and keep your projects organised automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Clientify- Contact is updated in Clientify
- Deal stage is updated in Clientify
- Deal is created in Clientify
- Task is created in Clientify
- Company is created in Clientify
Task is created in DoneDone- Conversation is created in DoneDone
2.
- Create contact in Clientify
- Search contact in Clientify
- Search user in Clientify
- Create deal in Clientify
- Update deal in Clientify
- Get deal in Clientify
- Close deal in Clientify
- Create task in Clientify
- Create order in Clientify
- Get company in Clientify
- Create abandoned cart in Clientify
- Search product in Clientify
- Delete product in Clientify
- Create product in Clientify
- Search deal in Clientify
- Create task in DoneDone
- Search task in DoneDone
- Update task status in DoneDone
- Get task detail by id in DoneDone
- Create project in DoneDone
- Add comment to conversation in DoneDone
- Add comment to task in DoneDone
- Get conversation detail in DoneDone
- Create Conversation in DoneDone
- Search conversation in DoneDone
- Update conversation status in DoneDone
- Add reply to conversation in DoneDone
Trusted by experts at...
Ready Workflows for Clientify + DoneDone Integration
Capture contacts, create tasks, update project statuses, track support conversations, and manage follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clientify + DoneDone flow
Connect your favorite tools to capture contacts, notify teams, and manage workflows after your core pair completes its task. Pick a combination and activate it in one click.
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Hubspot (4)
Hubspot (4) +
Mailchimp (3)
Mailchimp (3) +
Slack (4)
Slack (4) +
Gmail (3)
Gmail (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) C
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Create a HubSpot contact for every new Clientify contact, and create a corresponding task in DoneDone
New Clientify contacts instantly update your HubSpot CRM and open a task in DoneDone, so sales and support teams stay perfectly aligned.
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D
H
When a Clientify deal is created, create a task in DoneDone and notify your sales team via HubSpot email
Every new Clientify deal triggers a task in DoneDone and sends a notification email through HubSpot without manual intervention.
C
D
H
If a Clientify deal stage is updated to closed won, create a DoneDone project and log the deal in HubSpot
Won deals in Clientify automatically spin up a new project in DoneDone and record the transaction details in HubSpot.
C
H
D
Use Claude to summarise new Clientify company profiles, create a HubSpot record, and open a task in DoneDone
Claude analyses new Clientify company entries, builds structured notes for HubSpot, and triggers a task in DoneDone.
Supported triggers and actions for Clientify and DoneDone
Mix and match to build the exact automation you need
Clientify Triggers & Actions
What can you automate with Clientify + DoneDone?
Connect Clientify and DoneDone to synchronize your sales pipeline, track project deliverables, and automate your entire client workflow in just one click.
🔄
Sync Clientify contacts to DoneDone tasks instantly
Automatically generate a new task in DoneDone the moment a contact is created in Clientify, eliminating manual copy-pasting between your CRM and project tracker.
📋
Capture every submitted field and detail
Map all custom contact details, company information, and deal notes from Clientify straight into your DoneDone task descriptions for complete context.
🔔
Alert your team the moment work begins
Notify your project managers and support staff instantly when new Clientify deals or tasks are created in your connected workspaces.
🔀
Route tasks based on deal stage updates
Trigger specific project workflows in DoneDone depending on which stage your Clientify deal moves into, ensuring proper routing for every client.
📈
Keep project statuses up to date automatically
Reflect changes in your Clientify pipeline across your DoneDone tasks without manual status checks or update meetings.
🔍
Search and update existing records safely
Automatically search for existing contacts and tasks before creating new entries, preventing duplicates and keeping your database clean.
⚡
Handle later status changes and task completions
Update your Clientify deals and customer records whenever corresponding tasks are completed or updated in DoneDone.
💬
Extend your workflow with Slack notifications
Connect Slack to your Clientify and DoneDone pipeline to broadcast important deal updates and task assignments directly to your team channels.
And much more...
Who is Clientify + DoneDone integration for?
Sales and project management teams connecting Clientify and DoneDone eliminate manual data entry, streamline client handoffs, and keep support tracking completely up to date.
Sales Managers
Support Leads
Account Managers
Operations Directors
Project Coordinators
Customer Success Teams
📈
Sales Managers
You're tracking pipelines in Clientify but your project reports only update when someone manually exports deal data, so the metrics you review are always a few hours behind — with this integration, every new contact and deal syncs instantly and your team reports stay current.
⚡
Support Leads
You manage client communications in Clientify but find out about critical issues hours after tasks are opened in DoneDone, leaving clients waiting for updates — automating both apps means every ticket and task links instantly so your response times drop.
🤝
Account Managers
You handle client handoffs between sales and delivery by hand, resulting in missed onboarding tasks and inconsistent project setups — connecting these apps means every won deal automatically creates the necessary tasks in DoneDone for seamless service delivery.
📊
Operations Directors
Your team handles high volumes of client records daily, leading to frequent data entry errors and duplicate profiles across platforms — with this integration, contact creation and task tracking happen automatically without manual intervention.
🎯
Project Coordinators
You depend on sales reps to manually hand over project briefs from Clientify before you can schedule work in DoneDone, causing chronic project delays — automating both apps means tasks are created the moment deals close so work starts immediately.
📋
Customer Success Teams
You need a reliable history of client interactions and task progress, but manual logging leaves major gaps in your CRM records — this integration means every conversation and task stays perfectly synchronized across both platforms.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Clientify + DoneDone
Build and manage your Clientify + DoneDone automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clientify + DoneDone with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clientify + DoneDone Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Highest Rated Integration Platform on G2
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Connect Clientify + DoneDone Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Clientify to DoneDone?
You can connect Clientify to DoneDone in 1-click using ready-made templates on Integrately. Choose your workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create a DoneDone task when a new contact is created in Clientify?
Can I connect Clientify, DoneDone, and Slack?
What is a good Zapier alternative for Clientify and DoneDone?
How are contact updates in Clientify handled by this integration?
Can I track support tickets and tasks between DoneDone and Clientify?
Do I need coding skills to automate Clientify and DoneDone?
Is the Clientify and DoneDone integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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