Integrate Clientify to WPForms in one click, or tell Integrately AI how you want each submission handled. Capture entries, create contacts, update deals, and trigger follow-ups automatically.
Turn every WPForms form submission into a new contact or deal inside Clientify automatically. Eliminate manual copy-pasting between your website and your sales pipeline.
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Capture every submitted form field
Map custom WPForms questions, checkboxes, and dropdown answers into Clientify contact profiles instead of just names and emails. Your CRM captures the full context of every inquiry.
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Notify your team the moment a lead arrives
Send instant alerts to your sales channel whenever a high-value form submission comes in. Ensure your team can engage prospects while interest is highest.
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Route submissions based on form answers
Send enterprise inquiries directly to senior sales reps in Clientify while routing standard support requests to your helpdesk queue. Tailor your workflow based on specific user selections.
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Keep Clientify records updated as leads evolve
Update existing Clientify contact details or deal stages automatically whenever returning users submit follow-up forms on your WordPress site.
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Search and update existing contacts without duplicates
Check if a contact already exists in Clientify before creating a new record. Update their profile with new form submission data to keep your database clean.
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Manage deal stages and task workflows
Create follow-up tasks or update deal stages in Clientify when specific form actions occur. Keep your pipeline moving forward without manual administrative work.
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Extend your form workflow to Slack
Trigger instant Slack channel notifications alongside your Clientify contact creation. Keep all stakeholders informed as soon as new form responses are received.
And much more...
Who is Clientify + WPForms integration for?
Sales teams, business owners, and marketing professionals who collect website leads and want to eliminate manual data entry between their forms and CRM.
Sales managers
Sales representatives
Account managers
Marketing coordinators
Operations specialists
Data coordinators
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Sales managers
You're reviewing pipeline reports in Clientify, but form submissions sit unrecorded until someone manually exports them, so your conversion metrics are always outdated — with this integration, every new submission creates a contact instantly and your dashboard numbers stay current.
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Sales representatives
You're waiting for lead notifications from website forms to follow up with prospects, but details get trapped in inbox notifications, so hot leads grow cold before you reach out — automating both apps means every submission populates your CRM immediately so you can call prospects right away.
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Account managers
You're onboarding clients who register through website forms, but lead details fail to reach your account tracking system, so client onboarding gets delayed due to missing information — connecting these apps means every form entry populates your CRM records without missing a single detail.
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Marketing coordinators
You're running high-traffic campaigns generating hundreds of form entries daily, but manual data transfer causes backlogs and missing records, so campaign ROI calculations remain inaccurate — integrating these apps means every submission is logged instantly and your lead volume is tracked reliably.
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Operations specialists
You're depending on sales teams to manually log form submissions into Clientify, but incomplete handovers create gaps in customer histories, so support teams lack context during client calls — this integration means every form submission establishes complete records automatically.
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Data coordinators
You're auditing customer databases in Clientify, but manual form transcription introduces typos and duplicate records, so your master database accumulates errors over time — automating both apps means every contact record is created cleanly without manual transcription.
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 + WPForms
Build and manage your Clientify + WPForms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clientify + WPForms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
You can connect Clientify to WPForms in 1 click using ready workflows on Integrately. Simply select a pre-built template, connect your accounts, and start syncing data instantly with tools like Mailchimp, Google Sheets, and Slack.
Can I automatically create a Clientify contact when a WPForms form is submitted?
You can automatically create a Clientify contact whenever a new form is submitted in WPForms. Start with a ready automation or customize your exact workflow using Integrately AI.
Can I connect Clientify, WPForms, and Google Sheets?
You can connect Clientify, WPForms, and Google Sheets in a single multi-step automation. Form submissions create CRM records while simultaneously updating your spreadsheets, along with 1,500+ other apps.
What is a good Zapier alternative for Clientify and WPForms?
Most alternatives lack the speed and simplicity that 42,000+ active users experience on Integrately. You get 20 million+ templates, 24/5 live chat support, and AI-assisted workflow building at a lower cost.
How do custom form fields map into Clientify contact profiles?
You can map custom fields from your WPForms submissions directly into Clientify contact profiles. There's a ready template available — start from the Clientify and WPForms integration.
How do I handle follow-up tasks in Clientify after a WPForms submission?
You can automatically create follow-up tasks in Clientify as soon as a WPForms submission occurs. There's a ready template — start from the Clientify and WPForms integration.
Do I need coding skills to set up this integration?
You do not need any coding skills to connect Clientify and WPForms. Use ready-made templates or ask Integrately AI to build the workflow for you.
Is the Clientify and WPForms integration free?
The Clientify and WPForms integration is available on the Integrately free forever plan. You can start building automations right away with our free tier.
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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