Kylas CRM + Clientify Integration

Integrate Clientify to Kylas CRM in one click, or tell Integrately AI how you want each lead handled. Qualify inquiries, create deals, update your CRM records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
  • Clientify
    Contact is created in Clientify
  • Clientify
    Contact is updated 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
Arrow Right
2.
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM
  • 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 + Kylas CRM Integration

Capture leads, create deals, update contacts, sync companies, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Kylas CRM + Clientify Integration

Create Clientify contact for new Kylas CRM contact

Creating a new Clientify contact for every new Kylas CRM 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 Kylas CRM - 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 Kylas CRM 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 + Kylas CRM Integration

Create Kylas CRM 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 Kylas CRM, 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 + Kylas CRM flow

Capture campaign leads, log analytics data, schedule meetings, process payments, and sync customer communications after your core workflow finishes. Pick a combination and activate it in one click.

Kylas CRM
Clientify
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google Analytics 4Google Analytics 4 (3)
+
CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
WhatsAppWhatsApp (3)
+
StripeStripe (3)
F
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Add every new Facebook Lead Ads lead to Clientify as a contact and create a corresponding lead in Kylas CRM
Facebook Lead Ads leads land in Clientify as new contacts and generate matching leads in Kylas CRM instantly, eliminating manual data entry across platforms.
F
C
K
When a Facebook Lead Ads lead updates, update the matching contact in Clientify and refresh the lead in Kylas CRM
Lead updates in Facebook Lead Ads immediately reflect in Clientify and Kylas CRM so your entire team views current details.
F
C
K
If a Facebook Lead Ads lead meets specific criteria, create a priority deal in Clientify and add a high-value lead in Kylas CRM
Segment high-value Facebook Lead Ads submissions into priority deals in Clientify and Kylas CRM automatically.
F
C
K
Use ChatGPT to summarise Facebook Lead Ads submissions, create a contact in Clientify, and add a lead in Kylas CRM
ChatGPT summarizes lead requirements before creating structured contacts in Clientify and leads in Kylas CRM.

Supported triggers and actions for Kylas CRM and Clientify

Mix and match to build the exact automation you need

Kylas CRM
Kylas CRM Triggers & Actions
Instant
Lead is created in Kylas CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Kylas CRM
Triggers the automation when the lead information is updated
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Instant
Contact is updated in Kylas CRM
Triggers the automation when a contact is updated
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Instant
Contact is created in Kylas CRM
Triggers the automation when a new contact is created
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Instant
Deal is updated in Kylas CRM
Triggers the automation when a deal is updated
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Instant
Deal is created in Kylas CRM
Triggers the automation when a deal is created
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Create contact in Kylas CRM
Adds a new contact to the database
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Create Lead in Kylas CRM
Generates new leads for potential customers
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Create deal in Kylas CRM
Generates a new deal with
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Create company in Kylas CRM
Generates a new company profile with given details
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Clientify
Clientify Triggers & Actions
Contact is created in Clientify
Triggers the automation when a new contact is added
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Contact is updated in Clientify
Triggers the automation when a contact is updated
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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 + Kylas CRM?

Connect your sales engagement and CRM workflows to eliminate manual data entry and keep your pipelines synchronized.

What you can automate?
🔄
Sync Clientify contacts to Kylas CRM leads instantly
Whenever a new contact is created in Clientify, automatically generate a corresponding lead in Kylas CRM. Eliminate manual data transfer and ensure your sales team sees every prospect the moment they arrive.
📝
Capture every submitted field without data loss
Map all available contact attributes, custom fields, and profile details from Clientify directly into Kylas CRM records. Your CRM database becomes a complete resource for customer outreach and review.
🔔
Alert the right sales rep immediately
Notify team members the second a high-value deal or contact is created. Ensure quick response times for critical sales opportunities without checking dashboards manually.
🔀
Route records conditionally based on submitted fields
Evaluate prospect criteria such as deal size or company type to direct records into specific pipeline stages or assign them to designated sales representatives automatically.
📊
Keep destination records up to date on changes
Whenever contact details or deal stages are modified in Clientify, automatically apply those updates to corresponding records in Kylas CRM. Maintain consistent information across both platforms.
🔍
Search and update instead of creating duplicates
Check existing records in Kylas CRM before creating new entries. Update existing customer profiles when matching information is found in Clientify to keep your database clean.
💰
Manage later status changes and deal closures
Automatically update deal stages or close records in Kylas CRM when deals are won, lost, or updated in Clientify. Reflect pipeline milestones accurately across your entire sales stack.
🔌
Extend your workflow to marketing and support tools
Connect external apps like Mailchimp or Stripe to your core Clientify and Kylas CRM flow. Trigger multi-step operations that span marketing, sales, and billing platforms seamlessly.
And much more...

Who is Clientify + Kylas CRM integration for?

Sales leaders, marketing managers, and operations teams who need real-time data synchronization between their engagement tools and sales pipeline.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
Operations coordinators
Operations coordinators
Business development executives
Business development executives
CRM administrators
CRM administrators
📈
Performance marketers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports contacts, so the metrics you review are always outdated — with this integration, every new contact lands in your pipeline instantly and your data stays current.
Sales representatives
You need to follow up with incoming inquiries immediately, but leads sit unassigned in engagement tools until someone transfers them by hand — with this integration, every new lead arrives in your CRM automatically so you can connect with prospects while interest is high.
📋
Client success managers
You answer to stakeholders who want live updates on deal progression, but pipeline records lag behind actual customer interactions — this integration means every stage change updates your CRM instantly to keep stakeholders fully informed.
🔄
Operations coordinators
The volume of daily enquiries is too high for anyone to keep up with manual data entry, leading to missed follow-ups and duplicated records — automating both apps means every submission populates your systems accurately without human error.
🤝
Business development executives
You own the outreach stage and depend on upstream teams to hand over qualified leads, but communication gaps cause delays in your pipeline — connecting these apps means every qualified submission transfers instantly to your active queue.
🗂️
CRM administrators
You need a reliable customer history across platforms, but manual data transfers keep leaving gaps in your audit logs — with this integration, every contact and deal record stays perfectly synchronized from creation to close.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Kylas CRM + Clientify

Build and manage your Kylas CRM + 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 Kylas CRM + 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.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Clientify to Kylas CRM?
Frequently Asked Questions
You can connect Clientify to Kylas CRM instantly using ready templates or Integrately AI. With 1-click setup, your contacts and leads sync automatically across Clientify, Kylas CRM, and 1,500+ other apps.
Can I automatically sync new contacts from Clientify as leads in Kylas CRM?
Frequently Asked Questions
Can I connect Clientify, Kylas CRM, and Facebook Lead Ads?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Kylas CRM?
Frequently Asked Questions
How are contact updates handled between Clientify and Kylas CRM?
Frequently Asked Questions
Can deal stage changes in Clientify update Kylas CRM records?
Frequently Asked Questions
Do I need coding skills to automate Clientify and Kylas CRM?
Frequently Asked Questions
Is the Clientify and Kylas CRM integration free?
Frequently Asked Questions
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You Can Also Connect Clientify or Kylas CRM With 1500+ Other Apps

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