Clientify + Fluent Forms Integration

Integrate Clientify to Fluent Forms in one click, or tell Integrately AI how you want each submission handled. Capture lead details, create contacts and deals, update your pipeline, and trigger sales 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
  • Fluent Forms
    Form is submitted in Fluent Forms Instant
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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

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Ready Workflows Ready Workflows for Clientify + Fluent Forms Integration

Capture form responses, create new contacts, set up deals, update tasks, and trigger communications, all in just one click.

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Connect more apps to your Clientify + Fluent Forms flow

Connect form submissions and CRM updates with your favourite tools to notify teams and manage tasks. Pick a combination and activate it in one click.

Clientify
Fluent Forms
+
WordPressWordPress (3)
+
MailchimpMailchimp (3)
+
TrelloTrello (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
StripeStripe (3)
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When a form is submitted in Fluent Forms, create a contact in Clientify and create a post in WordPress.
Every Fluent Forms submission reaches Clientify as a new contact while WordPress logs the new post, keeping your systems updated instantly.
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When a contact is created in Clientify, record the details from Fluent Forms and update the user profile in WordPress.
Clientify contacts derived from Fluent Forms submissions update your WordPress user records automatically.
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If a Fluent Forms submission includes enterprise details, create a deal in Clientify and publish a draft page in WordPress.
Enterprise enquiries submitted via Fluent Forms generate a Clientify deal and a draft WordPress page automatically.

Supported triggers and actions for Clientify and Fluent Forms

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
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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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Fluent Forms
Fluent Forms Triggers & Actions
Instant
Form is submitted in Fluent Forms
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Clientify + Fluent Forms?

Streamline your lead capture, pipeline updates, and team notifications with ready-made workflows.

What you can automate?
📝
Create a Clientify contact from every form submission
Every time a user fills out your form, a new contact is created in Clientify automatically. Eliminate manual data entry and ensure every lead is captured in your CRM.
📋
Capture every submitted form field
Map all custom form fields from your website directly into Clientify contact profiles. Your CRM records store complete responses for better follow-up context.
🔔
Alert your sales team instantly
Send notifications to your team whenever a high-value form is submitted. Reach out to prospects while their interest is peak.
🔀
Route submissions based on form answers
Create different deals or tasks in Clientify depending on the options selected in your form. Ensure inquiries go to the right department immediately.
🔄
Keep CRM records up to date
Update existing Clientify contacts when returning users submit new information through your forms. Maintain clean and accurate customer histories.
🔍
Search and update existing contacts
Check if a contact already exists in Clientify before creating a new record. Prevent duplicate entries and keep your database organized.
💰
Create deals from inquiry forms
Automatically open a new deal in Clientify whenever a prospect submits a commercial quote request form. Kick off your sales pipeline without delay.
🌐
Extend your flow with supporting apps
Connect your form and CRM data to spreadsheets, task boards, or messaging tools. Build multi-step automations across your entire business stack.
And much more...

Who is Clientify + Fluent Forms integration for?

Sales teams and marketers capture leads from web forms and manage them inside Clientify without manual data entry or missed follow-ups.

Sales managers
Sales managers
Performance marketers
Performance marketers
Agency owners
Agency owners
Lead generation specialists
Lead generation specialists
Customer support reps
Customer support reps
Business development reps
Business development reps
📈
Sales managers
You rely on accurate pipeline reports to forecast monthly revenue, but form leads sit in your inbox until someone remembers to export them, so your deal counts are always incomplete — this integration means every new submission populates Clientify instantly and your dashboards stay current.
🎯
Performance marketers
You run campaigns driving traffic to your landing page forms, but lead data takes hours to reach your CRM team, so your follow-up cadence suffers — automating both apps means every lead lands in Clientify the moment the form is submitted and your response times drop.
🤝
Agency owners
You manage client lead generation campaigns and report on conversions weekly, but manual data transfers between forms and CRMs cause constant discrepancies — connecting these apps means client records flow accurately from submissions to active deals without manual errors.
Lead generation specialists
You handle high volumes of inbound submissions every day, but copying contact details into Clientify by hand creates severe bottlenecks — automating this workflow means every form entry creates contacts and tasks automatically so your team focuses on conversion.
🎫
Customer support reps
You depend on customers providing complete context through support request forms, but incomplete records leave you chasing details, so issue resolution stalls — this integration means every submission attaches directly to the Clientify contact record for immediate review.
💼
Business development reps
You need to reach out to inbound prospects within minutes of their inquiry, but notification delays mean competitors get there first, so opportunities slip away — automating both apps means new leads appear in your pipeline instantly.
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 + Fluent Forms

Build and manage your Clientify + Fluent Forms 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 + Fluent Forms 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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in $19.99

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Frequently Asked Questions

How do I connect Clientify to Fluent Forms?
Frequently Asked Questions
You can connect Clientify to Fluent Forms using 1-click ready workflows or Integrately AI. Start by linking your accounts, then choose from popular apps like WordPress, Mailchimp, Google Sheets, and Slack to build your integration in minutes.
Can I automatically create Clientify contacts from Fluent Forms submissions?
Frequently Asked Questions
Can I connect Clientify, Fluent Forms, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Fluent Forms?
Frequently Asked Questions
How are contact fields mapped between Fluent Forms and Clientify?
Frequently Asked Questions
Can I trigger Slack notifications when a Fluent Forms submission reaches Clientify?
Frequently Asked Questions
Do I need coding skills to automate Clientify and Fluent Forms?
Frequently Asked Questions
Is the Clientify and Fluent Forms 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 Fluent Forms With 1500+ Other Apps

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