Clientify + Rezdy Integration

Integrate Clientify to Rezdy in one click, or tell Integrately AI how you want each booking handled. Sync guest details, create contacts and orders in Clientify, update your sales pipeline, and alert your team 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
  • Rezdy
    Order is created in Rezdy Instant
  • Rezdy
    Order is updated in Rezdy Instant
  • Rezdy
    Order is canceled in Rezdy Instant
  • Rezdy
    Customer is created in Rezdy Instant
  • Rezdy
    Product is created in Rezdy Instant
  • Rezdy
    Product is updated in Rezdy Instant
  • Rezdy
    Product is deleted in Rezdy Instant
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

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Ready Workflows Ready Workflows for Clientify + Rezdy Integration

Capture guest bookings, create contacts, track new orders, update deal stages, and trigger follow-ups, all in just one click.

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Connect more apps to your Clientify + Rezdy flow

Streamline payments, marketing emails, accounting records, team notifications, scheduling, and custom intake forms after your core pair completes. Pick a combination and activate it in one click.

Clientify
Rezdy
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
TypeformTypeform (4)
R
C
S
When an order is created in Rezdy, create a contact in Clientify and create a customer in Stripe.
New Rezdy bookings instantly generate a Clientify contact and a corresponding Stripe customer record without manual data entry.
R
C
S
When a customer is created in Rezdy, create a contact in Clientify and create a payment link in Stripe.
Generate a Stripe payment link for every new Rezdy customer while logging their information in Clientify.
R
C
S
When an order is updated in Rezdy, update the deal in Clientify and create a charge in Stripe.
Keep financial records and sales pipelines updated in Stripe and Clientify whenever a Rezdy order changes.
R
C
S
When a product is created in Rezdy, create a product in Clientify and create a product in Stripe.
Sync new tour offerings across Clientify and Stripe the moment they are established in Rezdy.

Supported triggers and actions for Clientify and Rezdy

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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Rezdy
Rezdy Triggers & Actions
Instant
Order is created in Rezdy
Triggers the automation when a new order is created
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Instant
Order is updated in Rezdy
Triggers the automation when any order is updated
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Instant
Order is canceled in Rezdy
Triggers the automation when an order is canceled
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Instant
Customer is created in Rezdy
Triggers the automation when a new customer is created
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Instant
Product is created in Rezdy
Triggers the automation when a new product is created
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Instant
Product is updated in Rezdy
Triggers the automation when a product is updated
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Instant
Product is deleted in Rezdy
Triggers the automation when a product is deleted
Try it →
No action is available

What can you automate with Clientify + Rezdy?

Streamline your booking management and CRM workflows with ready-to-run automation recipes.

What you can automate?
🎫
Sync every new Rezdy booking to Clientify contacts
Turn every order created in Rezdy into a new contact in Clientify instantly. Eliminate manual data entry and ensure every guest profile is captured accurately.
📋
Capture every submitted booking detail and custom field
Map all available customer answers and reservation notes from Rezdy directly into your Clientify records instead of only names and email addresses.
🔔
Alert your team the moment an order arrives
Send instant notifications to your sales or operations staff when a new reservation is processed, ensuring rapid response times for every client.
🔀
Route records based on submitted order criteria
Create different deal stages or assign specific tasks in Clientify depending on the tour type or ticket tier selected in Rezdy.
🔄
Keep CRM deals updated when bookings change
Automatically update corresponding deals in Clientify whenever an order is modified or rescheduled in Rezdy.
🔍
Search and update existing contacts without duplicates
Search for existing records in Clientify before creating new profiles, preventing duplicate entries when repeat customers book a tour.
Handle booking cancellations and status changes
Close deals and update pipeline stages in Clientify the moment an order is canceled or refunded in Rezdy.
💬
Extend your booking workflow with Slack notifications
Connect Rezdy and Clientify with Slack to announce new tour reservations directly in your team communication channel.
And much more...

Who is Clientify + Rezdy integration for?

Tour operators, booking managers, and sales teams use this integration to eliminate manual data entry, streamline guest management, and keep customer records instantly updated.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Booking coordinators
Booking coordinators
Operations teams
Operations teams
Finance specialists
Finance specialists
📈
Performance marketers
You're running marketing campaigns across multiple booking channels but your CRM only updates when someone manually exports guest lists, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new booking lands in Clientify instantly and your pipeline stays current.
Sales representatives
You need to follow up with new tour participants immediately, but you find out about bookings too late because orders sit in Rezdy without reaching your CRM — with this integration, every new customer record triggers a task in Clientify so you can reach out while interest is high.
🤝
Account managers
You answer to tour partners who want to see daily reservation counts, but compiling numbers by hand takes hours away from client communication — with this integration, every order is logged automatically and your tracking records reflect accurate totals.
📊
Booking coordinators
The reservation volume is too high for your staff to keep up by hand, leading to missed customer entries and mismatched schedules — with this integration, high-volume orders flow straight into Clientify without creating bottlenecks.
🔄
Operations teams
You own the guest onboarding step and depend on someone upstream to hand over booking details, causing delays in itinerary preparation — with this integration, every order event triggers downstream actions automatically.
📋
Finance specialists
You need a reliable history of booking transactions and keep finding gaps between your reservation platform and your sales records — with this integration, every order update maintains a clean audit trail across platforms.
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 Clientify + Rezdy

Build and manage your Clientify + Rezdy 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 + Rezdy 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clientify to Rezdy?
Frequently Asked Questions
Connecting Clientify and Rezdy takes just one click using ready-made templates on Integrately. You can also use Integrately AI to set up custom workflows with apps like Slack, Stripe, and Mailchimp.
Can I automatically create a Clientify contact when a Rezdy order is created?
Frequently Asked Questions
Can I connect Clientify, Rezdy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Rezdy?
Frequently Asked Questions
How are customer details synced between Rezdy and Clientify?
Frequently Asked Questions
Can I update existing contacts when a Rezdy booking changes?
Frequently Asked Questions
Do I need coding skills to set up the Clientify and Rezdy integration?
Frequently Asked Questions
Is the Clientify and Rezdy integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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You Can Also Connect Clientify or Rezdy With 1500+ Other Apps

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