Clientify + WhatConverts Integration

Integrate Clientify to WhatConverts in one click, or tell Integrately AI how you want each lead handled. Capture and qualify new leads, update your CRM deals, alert your sales team, and trigger automated follow-ups instantly.

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
  • WhatConverts
    Lead is created in WhatConverts Instant
  • WhatConverts
    Lead is updated in WhatConverts 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
  • WhatConverts
    Create lead in WhatConverts
  • WhatConverts
    Update lead in WhatConverts
  • WhatConverts
    Search lead in WhatConverts

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Ready Workflows Ready Workflows for Clientify + WhatConverts Integration

Track marketing channels, create leads, update deal stages, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
WhatConverts + Clientify Integration

Create Clientify contact for new WhatConverts contact

Creating a new Clientify contact for every new WhatConverts 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 WhatConverts - 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 WhatConverts 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 + WhatConverts Integration

Create WhatConverts 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 WhatConverts, 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 + WhatConverts flow

Capture marketing leads from your campaigns, sync them to your CRM, alert your team, and trigger targeted email marketing. Pick a combination and activate it in one click.

Clientify
WhatConverts
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google Analytics 4Google Analytics 4 (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
StripeStripe (4)
F
C
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Add every Facebook Lead Ads submission to Clientify as a contact, and create a corresponding lead in WhatConverts
Every Facebook Lead Ads submission creates a contact in Clientify and logs a lead in WhatConverts instantly. No copy-pasting, no missed follow-ups.
F
C
W
When a Facebook Lead Ads submission arrives, search for an existing Clientify contact and update the WhatConverts lead
Keep your records updated across Facebook Lead Ads, Clientify, and WhatConverts without manual searching.
F
C
W
When a Clientify deal is created from a Facebook Lead Ads campaign, search the lead in WhatConverts and update its status
Sync new deals in Clientify back to WhatConverts using data from Facebook Lead Ads for accurate pipeline reporting.
F
C
W
When a Clientify task is created for a Facebook Lead Ads submission, update the WhatConverts lead record
Ensure WhatConverts lead records reflect follow-up tasks created in Clientify from Facebook Lead Ads campaigns.

Supported triggers and actions for Clientify and WhatConverts

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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WhatConverts
WhatConverts Triggers & Actions
Instant
Lead is created in WhatConverts
Triggers the automation when a new lead is added to the system
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Instant
Lead is updated in WhatConverts
Triggers the automation when any lead is updated
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Create lead in WhatConverts
Generates new leads for potential customers
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Update lead in WhatConverts
Updates the lead information
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Search lead in WhatConverts
Retrieves information for a particular lead
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What can you automate with Clientify + WhatConverts?

Sync your marketing lead tracking with your sales pipeline to streamline customer acquisition from first click to closed deal.

What you can automate?
🔄
Sync Marketing Leads to Your CRM
Automatically create a contact in Clientify whenever a new lead is captured in WhatConverts. Eliminate manual data transfer and ensure prompt sales outreach.
📝
Capture Every Submitted Field
Map all custom form questions, channel details, and referral sources from WhatConverts directly into Clientify profile fields for comprehensive customer context.
🔔
Alert Your Team Instantly
Trigger instant notifications in Slack or via email the moment a high-value lead is created in WhatConverts or a deal stage updates in Clientify.
🔀
Route Leads Based on Submitted Data
Segment incoming leads automatically based on form selections, assigning high-tier prospects to senior sales reps and updating deal pipelines accordingly.
🔄
Keep Records Updated as Deals Progress
Automatically update WhatConverts lead attribution data whenever deal stages change or tasks are completed in Clientify.
🔍
Prevent Duplicate Contact Records
Search existing Clientify contacts before creating new entries, ensuring your database remains clean and organized.
💳
Handle Later Status Changes and Payments
Update deal stages and marketing attribution records automatically when payments succeed or subscriptions renew.
🔗
Extend Workflows to Additional Apps
Connect your core Clientify and WhatConverts flow with Slack, Mailchimp, or Stripe to build multi-step operational pipelines.
And much more...

Who is Clientify + WhatConverts integration for?

Connecting Clientify and WhatConverts helps sales and marketing teams eliminate manual data entry, streamline lead tracking, and align campaign performance with closed deals.

Marketing Analysts
Marketing Analysts
Sales Managers
Sales Managers
Agency Account Directors
Agency Account Directors
Lead Generation Specialists
Lead Generation Specialists
Inside Sales Reps
Inside Sales Reps
CRM Administrators
CRM Administrators
📈
Marketing Analysts
You're running multi-channel campaigns but your reporting dashboards only update when someone manually exports lead lists, so your conversion metrics are always hours behind — with this integration, every new lead lands in your system instantly and your data stays current.
Sales Managers
You need your sales reps to follow up on high-intent prospects immediately, but new inquiries sit unassigned while reps manually check disparate software — automating both apps means every lead is routed instantly and your team acts without delay.
🤝
Agency Account Directors
You answer to clients who demand clear proof of marketing ROI, but connecting ad clicks to closed CRM deals requires tedious spreadsheets and guesswork — connecting these apps means your attribution reports match actual pipeline revenue.
📊
Lead Generation Specialists
Your campaigns generate high lead volume that overwhelms manual tracking processes, leading to missed opportunities and unrecorded conversions — this integration means every submission is captured and logged without manual intervention.
🎯
Inside Sales Reps
You depend on marketing teams to hand over complete lead details before you can begin outreach, but incomplete records stall your daily workflow — automating both apps means clean, enriched lead profiles arrive ready for immediate contact.
🗂️
CRM Administrators
You need a reliable customer history across your entire tech stack, but inconsistent record creation leaves frustrating gaps in your database — this integration means every touchpoint is accurately recorded and maintained.
Our team

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Why choose Integrately to automate Clientify + WhatConverts

Build and manage your Clientify + WhatConverts 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 + WhatConverts 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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in $19.99

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Frequently Asked Questions

How do I connect Clientify to WhatConverts?
Frequently Asked Questions
You can connect Clientify and WhatConverts in 1 click using ready templates on Integrately. Pair them with tools like Facebook Lead Ads, Google Analytics 4, Mailchimp, Calendly, Slack, or Stripe, or ask Integrately AI to build custom workflows for your team.
Can I automatically create a Clientify contact when a new lead is created in WhatConverts?
Frequently Asked Questions
Can I connect Clientify, WhatConverts, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and WhatConverts?
Frequently Asked Questions
How does Clientify handle contact and deal updates in this integration?
Frequently Asked Questions
How does WhatConverts track lead data during automation?
Frequently Asked Questions
Can I set up this automation without writing any code?
Frequently Asked Questions
Is the Clientify and WhatConverts integration free?
Frequently Asked Questions
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You Can Also Connect Clientify or WhatConverts With 1500+ Other Apps

Clientify
Popular Clientify Integrations
Connect Clientify to CRMs, email marketing platforms, and support tools to manage and follow up on your client relationships.
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Clientify Integrations arrow right
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WhatConverts
Popular WhatConverts Integrations
Sync WhatConverts with analytics, reporting, and advertising platforms to track marketing performance across every channel.