Clientify + WordPress Integration

Integrate Clientify to WordPress in one click, or tell Integrately AI how you want each contact handled. Create a post from your new contact, update your site, notify your team, 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
  • WordPress
    Post is created in WordPress
  • WordPress
    User is created in WordPress
  • WordPress
    Post is updated in WordPress
  • WordPress
    Media is created in WordPress
  • WordPress
    Comment is created in WordPress
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
  • WordPress
    Get post by ID in WordPress
  • WordPress
    Create post in WordPress
  • WordPress
    Update post in WordPress
  • WordPress
    Search post in WordPress
  • WordPress
    Create page in WordPress
  • WordPress
    Create user in WordPress
  • WordPress
    Update user in WordPress
  • WordPress
    Search user in WordPress
  • WordPress
    Upload media item in WordPress
  • WordPress
    Get media item by id in WordPress
  • WordPress
    Search category in WordPress
  • WordPress
    Create category in WordPress
  • WordPress
    Create tag in WordPress
  • WordPress
    Search tag in WordPress

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Ready WorkflowsReady Workflows   for Clientify + WordPress Integration

Capture contacts, create posts, keep content updated, alert your team, and send follow-ups, 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 + WordPress flow

Sync contacts to email lists, log entries in spreadsheets, notify teams on chat, and trigger follow-ups. Pick a combination and activate it in one click.

Clientify
WordPress
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
WooCommerceWooCommerce (4)
+
Facebook Lead AdsFacebook Lead Ads (4)
+
StripeStripe (4)
+
SlackSlack (4)
C
W
M
Create a WordPress post from every new Clientify contact, and add the subscriber to your Mailchimp audience.
New Clientify contacts instantly generate WordPress posts and get added to Mailchimp, removing manual export steps.
W
C
M
When a WordPress comment is created, update the Clientify contact and add a Mailchimp subscriber.
WordPress comment activity updates Clientify records and syncs subscribers to Mailchimp automatically.
C
W
M
If a Clientify deal is created, create a WordPress post and add the contact to a Mailchimp tag.
New deals in Clientify automatically generate WordPress posts and tag subscribers in Mailchimp.
W
C
M
When a WordPress post is updated, update the Clientify contact and update the Mailchimp subscriber.
Content updates in WordPress propagate changes to Clientify and Mailchimp records instantly.

Supported triggers and actions for Clientify and WordPress

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
Try it →
WordPress
WordPress Triggers & Actions
Post is created in WordPress
Triggers the automation when a new post is created
Try it →
User is created in WordPress
Triggers the automation when a new user is created
Try it →
Post is updated in WordPress
Triggers the automation when a post is updated
Try it →
Media is created in WordPress
Triggers the automation when new media is created
Try it →
Comment is created in WordPress
Triggers the automation when a new comment is created for a particular story
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Get post by ID in WordPress
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Create post in WordPress
Creates and publish a new post
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Update post in WordPress
Updates the content of a post with new information
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Search post in WordPress
Searches and locate posts
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Create page in WordPress
Generates a new page for user input
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Create user in WordPress
Generates a new user account
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Update user in WordPress
Updates user information
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Search user in WordPress
Searches for a user
Try it →
Upload media item in WordPress
Uploads media file to the designated location
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Get media item by id in WordPress
Retrieves a media item using its id
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Search category in WordPress
Retrieves and find a category
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Create category in WordPress
Creates a new category for better organization
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Create tag in WordPress
Generates a new tag
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Search tag in WordPress
Searches for a tag
Try it →

What can you automate with Clientify + WordPress?

Streamline your client profiles and website publishing with powerful automated workflows.

What you can automate?
🚀
Publish site posts from new Clientify contacts
Trigger automated WordPress post creation the moment a new contact is created in Clientify. Your site content updates instantly without manual copying.
📝
Capture every submitted field and metadata
Map all available contact fields, post descriptions, and custom form answers across both platforms. Your database captures complete submission details every time.
🔔
Alert your team instantly on chat
Send real-time channel notifications in Slack or email alerts the moment a new contact or deal is created in Clientify.
🔀
Route submissions based on custom field values
Direct high-value deals and specific customer tiers to designated WordPress categories and team channels based on submitted form data.
🔄
Keep destination records up to date
Automatically update contact records, deal stages, and WordPress post content whenever changes occur in either platform.
🔍
Search and update instead of creating duplicates
Check existing records in Clientify before creating new entries to prevent duplicate profiles and keep your database clean.
💳
Handle later status changes and deal updates
Manage deal closures, payment completions, and task updates automatically across your CRM and publishing tools.
🔗
Extend workflows to popular third-party apps
Connect your core Clientify and WordPress flow to Mailchimp, Google Sheets, WooCommerce, or Stripe for multi-step automations.
And much more...

Who is Clientify + WordPress integration for?

Sales and marketing teams managing client profiles and website content benefit by eliminating manual data entry between Clientify and WordPress workflows.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
E-commerce operators
E-commerce operators
Customer success teams
Customer success teams
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple web forms but your reporting sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in your system instantly and your data stays current.
Sales development reps
You need to reach out to prospects the moment they submit an enquiry, but delayed handoffs mean you find out too late after they've already moved on — with this integration, every new contact triggers instant notifications and CRM logging so you can follow up first.
📋
Agency account managers
You answer to a client who wants to see daily progress on their campaign submissions and site updates, but compiling reports by hand eats into billable hours — with this integration, every task and submission is recorded automatically so client reporting is always up to date.
🔄
E-commerce operators
The volume of daily orders and customer signups is too high for anyone to keep up by hand, leading to missed customer records and broken fulfillment queues — with this integration, every customer and order flows between your store and CRM without manual intervention.
🤝
Customer success teams
You own the onboarding stage and depend on upstream marketing leads to be handed over accurately, but missing fields cause delays in client setup — with this integration, every submitted form and contact detail is passed across platforms with complete accuracy.
🗂️
Operations directors
You need a reliable history of all deals, posts, and contacts, but manual data entry keeps leaving frustrating gaps in your audit logs — with this integration, every record is captured cleanly and your database maintains a complete history without manual audits.
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 + WordPress

Build and manage your Clientify + WordPress 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 + WordPress 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
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Highest Rated Integration Platform on G2
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Frequently Asked Questions

How do I connect Clientify to WordPress?
Frequently Asked Questions
You can connect Clientify to WordPress in 1 click using ready-made templates or ask Integrately AI to build the integration. It links your CRM data with your website content instantly alongside Mailchimp, Google Sheets, WooCommerce, and Slack.
Can I automatically create a WordPress post when a new Clientify contact is created?
Frequently Asked Questions
Can I connect Clientify, WordPress, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and WordPress?
Frequently Asked Questions
How are Clientify contacts and deals handled in this integration?
Frequently Asked Questions
How does WordPress manage posts and users during automation?
Frequently Asked Questions
Do I need coding skills to automate Clientify and WordPress?
Frequently Asked Questions
Is the Clientify and WordPress 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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