Clientify + FluentCRM Integration

Integrate Clientify to FluentCRM in one click, or tell Integrately AI how you want each lead handled. Capture new leads, update your contact records, add notes, and trigger targeted email follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • FluentCRM
    Contact is created in FluentCRM
  • FluentCRM
    Contact is updated in FluentCRM
Arrow Right
2.
  • 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
  • FluentCRM
    Create contact in FluentCRM
  • FluentCRM
    Update contact in FluentCRM
  • FluentCRM
    Search contact in FluentCRM
  • FluentCRM
    Add note to contact in FluentCRM

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Clientify + FluentCRM Integration

Create contacts, update deal stages, log company records, assign tasks, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
FluentCRM + Clientify Integration

Create Clientify contact for new FluentCRM contact

Creating a new Clientify contact for every new FluentCRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this FluentCRM - Clientify integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Clientify and FluentCRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clientify + FluentCRM flow

Sync payment data, e-commerce orders, email lists, form submissions, and team alerts to keep your entire business aligned. Pick a combination and activate it in one click.

Clientify
FluentCRM
+
StripeStripe (3)
+
WooCommerceWooCommerce (3)
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
S
F
C
Create a FluentCRM contact and add a Clientify contact whenever a new charge succeeds in Stripe
New Stripe charges immediately create contacts in FluentCRM and Clientify without manual data entry.
S
F
C
When a Stripe charge is created, create a FluentCRM contact and add a task in Clientify
Every Stripe charge creates a corresponding contact in FluentCRM and opens a follow-up task in Clientify.
S
F
C
When a Stripe customer is updated, update the FluentCRM contact and search the Clientify contact
Customer updates in Stripe automatically refresh contact details in FluentCRM and locate records in Clientify.

Supported triggers and actions for Clientify and FluentCRM

Mix and match to build the exact automation you need

Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
Try it →
Contact is created in Clientify
Triggers the automation when a new contact is added
Try it →
Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
Try it →
Deal is created in Clientify
Triggers the automation when a new deal is created
Try it →
Task is created in Clientify
Triggers the automation when a new task is created
Try it →
Company is created in Clientify
Triggers the automation when a new company is created
Try it →
Create contact in Clientify
Adds a new contact to the database
Try it →
Search contact in Clientify
Finds and retrieves contact information
Try it →
Search user in Clientify
Searches for a user
Try it →
Create deal in Clientify
Generates a new deal with
Try it →
Update deal in Clientify
Updates deal information based on new criteria or changes
Try it →
Get deal in Clientify
Retrieves information about a deal
Try it →
Close deal in Clientify
Finalizes a deal
Try it →
Create task in Clientify
Creates a new task
Try it →
Create order in Clientify
Creates a new order
Try it →
Get company in Clientify
Retrieves information about a company
Try it →
Create abandoned cart in Clientify
Creates a new abandoned cart entry
Try it →
Search product in Clientify
Searches for a product
Try it →
Delete product in Clientify
Removes a product from the database
Try it →
Create product in Clientify
Creates a new workspace
Try it →
Search deal in Clientify
Try it →
FluentCRM
FluentCRM Triggers & Actions
Contact is created in FluentCRM
Triggers the automation when a new contact is created
Try it →
Contact is updated in FluentCRM
Triggers the automation when a contact is updated
Try it →
Create contact in FluentCRM
Adds a new contact to the database
Try it →
Update contact in FluentCRM
Updates contact information with new details
Try it →
Search contact in FluentCRM
Finds and retrieves contact information
Try it →
Add note to contact in FluentCRM
Adds a personalized note to a contact
Try it →

What can you automate with Clientify + FluentCRM?

Streamline your customer relationship management by connecting every contact event, deal update, and task across your platforms.

What you can automate?
🔄
Sync contacts between Clientify and FluentCRM instantly
Create a contact in FluentCRM automatically whenever a new contact is created in Clientify. Eliminate manual data entry and ensure your customer records match across systems.
📝
Capture every submitted field in your CRM records
Map all custom answers and form data from Clientify into corresponding FluentCRM contact fields instead of just basic names and emails.
🔔
Alert your team the moment a new deal is created
Send immediate notifications whenever a new deal or task is generated in Clientify so your team can initiate outreach right away.
🔀
Route records based on custom field criteria
Segment contacts dynamically by checking submitted tier information in Clientify before creating tailored records in FluentCRM.
🔄
Keep destination records up to date automatically
Update contact information in FluentCRM whenever a corresponding contact or company is modified in Clientify.
🔍
Search and update instead of creating duplicates
Lookup existing contact profiles before writing new data to prevent duplicate records across your Clientify and FluentCRM databases.
📊
Handle later deal stage changes and status updates
Trigger automated workflows when deal stages are updated or closed in Clientify to keep your CRM pipelines accurate.
Extend your workflow to external productivity apps
Connect your core Clientify and FluentCRM pipeline with Google Sheets or Slack to log data rows and notify team channels automatically.
And much more...

Who is Clientify + FluentCRM integration for?

Sales professionals and marketing teams rely on this integration to streamline lead management, eliminate manual data entry, and keep customer communications perfectly synchronized across platforms.

Performance analysts
Performance analysts
Sales managers
Sales managers
Account executives
Account executives
Customer success leads
Customer success leads
Operations specialists
Operations specialists
Support coordinators
Support coordinators
📈
Performance analysts
You're reviewing campaign metrics in Clientify but your reporting records only update when someone manually exports lead lists, so the row counts you're analysing against are always outdated — with this integration, every new lead lands in both systems instantly and your pipeline data stays current.
Sales managers
You need to assign incoming leads immediately, but you find out about new client inquiries hours after submission because contact data sits trapped in disconnected apps — with this integration, every new submission triggers instant contact creation and team alerts so you can act fast.
🤝
Account executives
You answer to clients who want immediate visibility into task progress, but updating records across multiple CRMs by hand leaves frustrating gaps in your project history — automating both apps means every contact and task updates automatically and client reviews show flawless progress.
🔄
Customer success leads
The volume of inbound inquiries is too high for anyone to keep up with by hand, leading to missed follow-ups and delayed customer onboarding — integrating these apps means every submission and order populates your CRM records without manual effort.
📋
Operations specialists
You own the next step in the sales pipeline and depend on colleagues upstream to hand over customer data, but manual handovers frequently result in missing task details — connecting these apps means every contact and deal record transfers seamlessly with zero data loss.
🗂️
Support coordinators
You need a reliable history of customer interactions, but keeping separate databases updated by hand results in fragmented records and missing touchpoints — with this integration, every customer update and note populates your history cleanly.
Our team

Ready Workflows 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 + FluentCRM

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

1,500+ apps connected
1,500+ apps connected
Connect Clientify + FluentCRM 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Clientify to FluentCRM?
Frequently Asked Questions
You can connect Clientify to FluentCRM in just 1 click using ready-made templates or by asking Integrately AI to build the automation for you. Pair them with tools like Stripe, Slack, or Google Sheets to streamline your entire sales and marketing stack.
How do I automatically sync my Clientify contacts with FluentCRM?
Frequently Asked Questions
Can I connect Clientify, FluentCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and FluentCRM?
Frequently Asked Questions
Can I update deal stages in Clientify when a contact is modified in FluentCRM?
Frequently Asked Questions
How does FluentCRM handle contact updates triggered from Clientify?
Frequently Asked Questions
Can I build custom Clientify and FluentCRM automations without writing any code?
Frequently Asked Questions
Is the Clientify and FluentCRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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?

You Can Also Connect Clientify or FluentCRM With 1500+ Other Apps

Clientify
Popular Clientify Integrations
Connect Clientify to CRMs, email marketing tools, and sales platforms to manage and follow up on your leads.
See All
Clientify Integrations arrow right
No popular apps found
FluentCRM
Popular FluentCRM Integrations
Sync FluentCRM with billing systems, project management tools, and support platforms to keep customer data working across your stack.
See All
FluentCRM Integrations arrow right
No popular apps found