Clientify + WhatsApp Integration

Integrate Clientify to WhatsApp in one click, or tell Integrately AI how you want each contact handled. Notify leads, send message templates, update your CRM, and trigger follow-ups 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
  • WhatsApp
    Message is received in WhatsApp 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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready WorkflowsReady Workflows   for Clientify + WhatsApp Integration

Send WhatsApp messages for new Clientify contacts, notify team members, update deals, and trigger follow-up tasks, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 + WhatsApp flow

Route captured leads into your marketing tools, sync order data, and keep your sheets updated automatically. Pick a combination and activate it in one click.

Clientify
WhatsApp
+
Facebook Lead AdsFacebook Lead Ads (3)
+
MailchimpMailchimp (3)
+
ShopifyShopify (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
+
GmailGmail (3)
F
C
W
Add every Facebook Lead Ads lead to Clientify as a contact, and send a welcome message in WhatsApp.
New Facebook Lead Ads leads land in Clientify and trigger an instant WhatsApp message, so potential customers hear from your team immediately.
F
C
W
When a Facebook Lead Ads lead is captured, create a deal in Clientify and send a template message in WhatsApp.
Qualify Facebook Lead Ads submissions by creating a Clientify deal and dispatching an approved WhatsApp template message without manual steps.
F
C
W
If a Facebook Lead Ads submission is updated, update the contact in Clientify and notify your team via WhatsApp.
Keep Clientify contact details current when Facebook Lead Ads information changes and alert your team instantly on WhatsApp.

Supported triggers and actions for Clientify and WhatsApp

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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WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it →
Send message (using template) in WhatsApp
Sends a message using a template
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Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with Clientify + WhatsApp?

Streamline your communication and CRM workflows by connecting every contact event directly to automated messaging.

What you can automate?
💬
Send instant WhatsApp messages for new contacts
Trigger automated WhatsApp messages the moment a new contact is created in Clientify, ensuring immediate prospect engagement.
📋
Capture every submitted field into your CRM
Map all incoming contact details and deal parameters directly into Clientify records instead of only capturing names and emails.
🔔
Notify your team as soon as inquiries arrive
Alert sales reps and support staff via WhatsApp instantly when a new deal or task is created in Clientify.
🔀
Route communications based on deal stages
Send different WhatsApp template messages depending on whether a Clientify deal is created, updated, or closed.
🔄
Keep client records updated as details change
Synchronize contact updates and deal stage modifications across your systems in real time without manual data entry.
👥
Search and update existing contacts cleanly
Look up existing contact profiles in Clientify before creating new entries, preventing duplicate records in your database.
📦
Handle orders and tasks seamlessly
Create orders and follow-up tasks in Clientify automatically whenever purchase events or support requests occur.
🌐
Extend flows with external lead sources
Connect Facebook Lead Ads to Clientify and WhatsApp to capture advertising leads and message them instantly.
And much more...

Who is Clientify + WhatsApp integration for?

Sales teams, account managers, and business owners who need to communicate with clients instantly and keep their CRM data updated without manual copying.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client account managers
Client account managers
Operations directors
Operations directors
Customer success leads
Customer success leads
Support supervisors
Support supervisors
📈
Performance marketers
You're running campaigns across multiple channels but your tracking records only update when someone manually exports contacts, so the row counts you're reviewing are always behind — this integration means every new contact lands in your system instantly and your data stays current.
Sales representatives
You need to reach out to inbound prospects within minutes, but you find out about new leads too late because notifications require manual checks — with this integration, every new submission triggers an instant WhatsApp message so you can engage buyers immediately.
🤝
Client account managers
You answer to stakeholders who want to see prompt client onboarding progress, but pipeline updates lag behind real-world interactions — automating both apps means every deal stage change and message is logged immediately and progress is transparent.
📊
Operations directors
The volume of inbound customer inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and unrecorded orders — automating both apps means every order and task is created without manual transcription.
🔄
Customer success leads
You own the post-sale relationship and depend on your sales team to hand over accurate contact and order details — connecting these apps means every purchase creates clean records instantly and handovers happen without friction.
🗂️
Support supervisors
You need a reliable history of customer communications, but manual logging leaves constant gaps in your tracking records — automating both apps means every message and task is recorded accurately across your database.
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 + WhatsApp

Build and manage your Clientify + WhatsApp 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 + WhatsApp 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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Frequently Asked Questions

How do I connect Clientify to WhatsApp?
Frequently Asked Questions
You can connect Clientify to WhatsApp in 1-click using ready templates or by asking Integrately AI to build the workflow. It links with 1,500+ other apps seamlessly.
Can I send automated WhatsApp messages when a new contact is created in Clientify?
Frequently Asked Questions
Can I connect Clientify, WhatsApp, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and WhatsApp?
Frequently Asked Questions
How are contact updates in Clientify handled by the integration?
Frequently Asked Questions
Can I send WhatsApp template messages through the integration?
Frequently Asked Questions
Do I need coding skills to automate Clientify and WhatsApp?
Frequently Asked Questions
Is the Clientify and WhatsApp 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.

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You Can Also Connect Clientify or WhatsApp With 1500+ Other Apps

Clientify
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WhatsApp
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