Freshworks CRM (Freshsales Suite) + Clientify Integration

Integrate Clientify to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Sync contact profiles, update deal stages, alert your sales team, and trigger follow-up communications automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • 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
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • 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 + Freshworks CRM (Freshsales Suite) Integration

Capture contact profiles, update deal stages, sync company details, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + Clientify Integration

Create Clientify contact for new Freshworks CRM (Freshsales Suite) contact

Creating a new Clientify contact for every new Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite) - 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 Freshworks CRM (Freshsales Suite) systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Clientify + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact from new Clientify contact

If you're an ecommerce business owner who uses Clientify to power your online store, you'll be happy to know that when a new contact is created in Freshworks CRM (Freshsales Suite), this automation will automatically create a contact in Clientify.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Connect more apps to your Clientify + Freshworks CRM (Freshsales Suite) flow

Sales teams often need to email leads, run ad campaigns, and schedule meetings after a contact is created. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Clientify
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GmailGmail (6)
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Meta AdsMeta Ads (4)
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CalendlyCalendly (4)
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WhatsAppWhatsApp (4)
+
MailchimpMailchimp (4)
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StripeStripe (4)
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When a contact is created in Clientify, create the contact in Freshworks CRM (Freshsales Suite) and send a welcome email in Gmail.
New Clientify contacts appear in Freshworks CRM (Freshsales Suite) instantly while Gmail sends a welcome message, eliminating manual entry.
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When a deal is created in Clientify, create a deal in Freshworks CRM (Freshsales Suite) and email the update via Gmail.
New deals flow directly from Clientify into Freshworks CRM (Freshsales Suite) with instant email notifications sent through Gmail.
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When a contact is updated in Clientify, update the contact in Freshworks CRM (Freshsales Suite) and send a revision notice in Gmail.
Contact updates in Clientify automatically sync to Freshworks CRM (Freshsales Suite) while Gmail alerts your team.
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If a new Clientify contact is enterprise tier, create a contact in Freshworks CRM (Freshsales Suite) and send a VIP notification in Gmail.
Enterprise contacts from Clientify are added to Freshworks CRM (Freshsales Suite) and flagged via Gmail for priority review.
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Use Claude to summarise every new Clientify form submission, save the brief in Freshworks CRM (Freshsales Suite), and email it via Gmail.
Claude analyses new Clientify submissions, adds notes to Freshworks CRM (Freshsales Suite), and emails summaries via Gmail.
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When a deal stage is updated in Clientify, update the deal in Freshworks CRM (Freshsales Suite) and email the client via Gmail.
Deal stage changes in Clientify update Freshworks CRM (Freshsales Suite) and trigger client email updates through Gmail.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Clientify

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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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 Clientify + Freshworks CRM (Freshsales Suite)?

Streamline your lead capture, synchronize contact records, and manage deals across both platforms without lifting a finger.

What you can automate?
🔄
Sync new contacts automatically
Capture every contact created in Clientify and instantly generate a matching contact record in Freshworks CRM (Freshsales Suite) without manual entry.
📋
Capture every submitted field
Map available Clientify form answers and contact attributes into corresponding Freshworks CRM (Freshsales Suite) fields instead of just names and emails.
🔔
Alert your team instantly
Notify your sales representatives the moment a new deal is created in Clientify so they can follow up with high-intent prospects immediately.
🔀
Route records based on criteria
Apply conditional rules to sort incoming Clientify leads and create specialized tasks or assign specific deal owners in Freshworks CRM (Freshsales Suite).
🔄
Keep deal stages up to date
Reflect pipeline progress by automatically updating Freshworks CRM (Freshsales Suite) deals whenever a deal stage changes in Clientify.
🔍
Prevent duplicate records
Search existing database entries before creating new records to ensure your Freshworks CRM (Freshsales Suite) database remains clean and organized.
💳
Handle later status changes
Update deal statuses in Freshworks CRM (Freshsales Suite) when orders are completed or abandoned carts are recovered in Clientify.
🔌
Extend your workflow to Gmail
Trigger automated email notifications in Gmail right after a Clientify contact is successfully synced to Freshworks CRM (Freshsales Suite).
And much more...

Who is Clientify + Freshworks CRM (Freshsales Suite) integration for?

Connecting Clientify and Freshworks CRM (Freshsales Suite) helps sales, marketing, and support teams eliminate manual data entry, keep pipelines synchronized, and accelerate deal closures.

Sales operations analysts
Sales operations analysts
Account executives
Account executives
Client success managers
Client success managers
Sales directors
Sales directors
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Sales operations analysts
You're building weekly pipeline reports in Clientify but your Freshworks CRM (Freshsales Suite) database only updates when someone manually exports records, so the metrics you're presenting are always a few hours behind — with this integration, every new contact lands in both systems instantly and your numbers stay current.
Account executives
You need to act fast on incoming leads from Clientify, but manual record creation in Freshworks CRM (Freshsales Suite) means you find out about prospects too late — with this integration, every new submission is created as a contact instantly so you can reach out first.
🤝
Client success managers
You answer to stakeholders who want to see real-time deal progress, but disparate data across Clientify and Freshworks CRM (Freshsales Suite) leaves gaps in your updates — with this integration, every deal stage change syncs automatically and keeps your reporting accurate.
📊
Sales directors
The incoming lead volume across campaigns is too high for your team to keep up with by hand, leading to missed follow-ups in Freshworks CRM (Freshsales Suite) — with this integration, every contact and deal moves across platforms without manual intervention.
🔄
Business development reps
You own the qualification step and depend on marketers using Clientify to hand over clean contact records, but manual transfers cause bottlenecks — with this integration, every submission becomes a fully formed CRM record instantly.
📝
CRM administrators
You need a reliable customer history in Freshworks CRM (Freshsales Suite) but keep finding missing fields and duplicate entries from Clientify imports — with this integration, structured data flows reliably and keeps your database clean.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Clientify

Build and manage your Freshworks CRM (Freshsales Suite) + 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 Freshworks CRM (Freshsales Suite) + 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.
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Frequently Asked Questions

How do I connect Clientify to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Clientify to Freshworks CRM (Freshsales Suite) in 1-click using Integrately. Choose from ready automation templates or ask Integrately AI to build the workflow for you.
Can I automatically sync contacts and update deals between Clientify and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect Clientify, Freshworks CRM (Freshsales Suite), and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How are contacts handled when synced from Clientify to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can deal stages be updated automatically in Freshworks CRM (Freshsales Suite) from Clientify?
Frequently Asked Questions
Do I need coding skills to automate Clientify and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Clientify and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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