Clientify + Gmail Integration

Integrate Clientify to Gmail in one click, or tell Integrately AI how you want each contact handled. Send emails, draft replies, search messages, and manage client communications 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
  • Gmail
    Email is received in Gmail
  • Gmail
    Label is added to email in Gmail
  • Gmail
    New email is starred in Gmail
  • Gmail
    Email matching search is received in Gmail
  • Gmail
    Thread is started in Gmail
  • Gmail
    Label is created in Gmail
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
  • Gmail
    Send email in Gmail
  • Gmail
    Reply to email in Gmail
  • Gmail
    Create draft in Gmail
  • Gmail
    Create draft reply in Gmail
  • Gmail
    Delete label in Gmail
  • Gmail
    Search email in Gmail
  • Gmail
    Add label to email in Gmail
  • Gmail
    Remove label from email in Gmail
  • Gmail
    Create label in Gmail
  • Gmail
    Update label in Gmail

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Ready WorkflowsReady Workflows   for Clientify + Gmail Integration

Send emails when contacts are created, draft replies for new leads, search messages, and track deals, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Clientify + Gmail flow

Bring order data, payments, and calendar bookings into your messaging and CRM pipeline. Pick a combination and activate it in one click.

Clientify
Gmail
+
ShopifyShopify (6)
+
WhatsAppWhatsApp (5)
+
StripeStripe (5)
+
MailchimpMailchimp (5)
+
CalendlyCalendly (5)
+
Google SheetsGoogle Sheets (5)
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C
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Create a Clientify contact when a Shopify order is placed, and send a confirmation email in Gmail
Every Shopify order automatically creates a contact in Clientify and sends an email in Gmail, keeping your records updated instantly.
S
C
G
When a Shopify order is fulfilled, update the deal stage in Clientify and send a notification in Gmail
Keep your Clientify deals moving and notify customers via Gmail the moment their Shopify order is fulfilled.
S
C
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If a Shopify order value exceeds $500, create a high-priority task in Clientify and alert your team via Gmail
High-value Shopify orders immediately generate a priority task in Clientify and trigger an alert email in Gmail.
S
C
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When a Shopify order is refunded, update the deal in Clientify and send a confirmation email in Gmail
Refunded Shopify orders automatically update deal records in Clientify and trigger an explanatory email in Gmail.
S
C
C
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Use ChatGPT to summarise every new Shopify customer note, create a Clientify task, and send the brief via Gmail
ChatGPT extracts key customer notes from Shopify orders, sets a task in Clientify, and emails a brief in Gmail.
S
C
S
G
Turn every Shopify order into an abandoned cart in Clientify, create a Stripe invoice, and send it via Gmail
Shopify orders initiate abandoned cart records in Clientify, generate Stripe invoices, and email payment links via Gmail.

Supported triggers and actions for Clientify and Gmail

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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Gmail
Gmail Triggers & Actions
Email is received in Gmail
Triggers the automation when an email is received
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Label is added to email in Gmail
Triggers the automation when any email is labelled
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New email is starred in Gmail
Triggers the automation when any email is starred
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Email matching search is received in Gmail
Triggers the automation when an incoming email matches a particular search criteria
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Thread is started in Gmail
Triggers the automation when a new thread is created
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Label is created in Gmail
Triggers the automation when a new label is created
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Send email in Gmail
Sends an email to a recipient
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Reply to email in Gmail
Replies to an email
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Create draft in Gmail
Adds a new contact to the contact list
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Create draft reply in Gmail
Adds a new contact to the contact list
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Delete label in Gmail
Removes a particular label from the selected item
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Search email in Gmail
Scan email inbox for keywords or sender
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Add label to email in Gmail
Categorize and organize emails by adding labels based on criteria
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Remove label from email in Gmail
Removes a label from an email
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Create label in Gmail
Generates a new label
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Update label in Gmail
Modify the label information
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What can you automate with Clientify + Gmail?

Streamline your sales communication and CRM workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync Clientify contacts with Gmail emails automatically
Every new contact created in Clientify immediately triggers a personalised email in Gmail, eliminating manual outreach steps.
📋
Capture every submitted contact detail accurately
Map all available form and contact fields from Clientify into your Gmail drafts and messages without losing custom data points.
🔔
Notify the right team member the moment it happens
Alert sales reps instantly in Gmail whenever a new deal stage is updated or a task is created in Clientify.
🔀
Route communications based on submitted criteria
Send different email follow-ups or create specific deal stages in Clientify depending on the content of received Gmail messages.
🔄
Keep your CRM records up to date as threads evolve
Automatically update contact profiles and deal stages in Clientify whenever new email threads or labels are managed in Gmail.
🔍
Search and update instead of creating duplicates
Search for existing contacts in Clientify before processing incoming emails to maintain a clean and organised database.
Handle later status changes and task closures
Close deals or create follow-up tasks in Clientify automatically when specific customer email responses are received in Gmail.
🔗
Extend your workflow to Google Sheets or Slack
Connect your core Clientify and Gmail automation to Google Sheets to log every communication event securely.
And much more...

Who is Clientify + Gmail integration for?

Sales teams, account managers, and business owners who need to keep client communications synchronised and manage pipelines without manual data entry.

Performance managers
Performance managers
Sales representatives
Sales representatives
Account managers
Account managers
Support teams
Support teams
Sales coordinators
Sales coordinators
Operations leads
Operations leads
📈
Performance managers
You're reviewing pipeline reports in Clientify but your email logs only update when someone manually copies data, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every message and contact syncs instantly and your data stays current.
Sales representatives
You need to act fast on new client inquiries, but you find out too late because notifications get buried across disconnected inboxes — with this integration, every new contact or deal stage change triggers instant alerts so you never miss an opportunity.
🤝
Account managers
You answer to clients who want to see steady progress on their projects, but compiling status updates manually takes hours away from client work — with this integration, every communication and task update is logged automatically to give you instant visibility.
📨
Support teams
The volume of client communications is too high for anyone to keep up by hand across multiple platforms, leading to dropped follow-ups — with this integration, messages and tasks are routed seamlessly so your team stays on top of every request.
🔄
Sales coordinators
You own the next step in the pipeline and depend on someone upstream to hand over contact details and deal stages — with this integration, records flow automatically from one app to the next without manual intervention.
🗂️
Operations leads
You need a reliable audit history for compliance and review, but keep finding gaps where manual entries were missed — with this integration, every interaction is recorded accurately to maintain a complete history.
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 + Gmail

Build and manage your Clientify + Gmail 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 + Gmail 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
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Clientify to Gmail?
Frequently Asked Questions
You can connect Clientify to Gmail using 1-click automations on Integrately. Start with a ready template or ask Integrately AI to build your workflow.
Can I automatically send Gmail emails when a contact is created in Clientify?
Frequently Asked Questions
Can I connect Clientify, Gmail, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Gmail?
Frequently Asked Questions
How does Clientify contact data get transferred to Gmail?
Frequently Asked Questions
Can I trigger actions based on received Gmail messages in Clientify?
Frequently Asked Questions
Do I need coding skills to connect Clientify and Gmail?
Frequently Asked Questions
Is the Clientify and Gmail 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?

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