Clientify + WPForms Integration

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.

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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
  • WPForms
    Form is submitted in WPForms 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

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Ready Workflows Ready Workflows for Clientify + WPForms Integration

Capture submissions, create contacts, update deals, trigger tasks, and send follow-ups, all in just one click.

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Connect more apps to your Clientify + WPForms flow

Send submission data to marketing tools, databases, notification channels, and payment platforms. Pick a combination and activate it in one click.

Clientify
WPForms
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (2)
+
WordPressWordPress (1)
+
StripeStripe (1)
+
TrelloTrello (1)
+
SlackSlack (1)
W
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Add every WPForms form submission as a contact in Clientify, and subscribe them to your Mailchimp audience.
New WPForms form submissions instantly create a contact in Clientify and add a subscriber in Mailchimp.
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When a WPForms form is submitted, create a task in Clientify and send a welcome email in Mailchimp.
Greet every WPForms submitter with a Mailchimp email while creating a follow-up task in Clientify.
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If a WPForms submission selects enterprise, create a deal in Clientify and add them to your Mailchimp VIP list.
Route high-value WPForms leads directly into Clientify deals and specialized Mailchimp segments.

Supported triggers and actions for Clientify and WPForms

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
Try it →
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 →
WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Clientify + WPForms?

Streamline form data capture, CRM updates, and team notifications with robust automated workflows.

What you can automate?
🚀
Capture form leads directly in your CRM
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.
📋
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.
🔔
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.
🔀
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.
🔄
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.
🔍
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.
🏷️
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.
💬
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 managers
Sales representatives
Sales representatives
Account managers
Account managers
Marketing coordinators
Marketing coordinators
Operations specialists
Operations specialists
Data coordinators
Data coordinators
📊
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.
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.
📋
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.
📈
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.
⚙️
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.
🗂️
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

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 + 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
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
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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Frequently Asked Questions

How do I connect Clientify to WPForms?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Clientify, WPForms, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and WPForms?
Frequently Asked Questions
How do custom form fields map into Clientify contact profiles?
Frequently Asked Questions
How do I handle follow-up tasks in Clientify after a WPForms submission?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Clientify and WPForms 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?

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

Clientify
Popular Clientify Integrations
Connect Clientify to CRMs, email marketing tools, and communication platforms to manage and follow up on your leads.
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WPForms
Popular WPForms Integrations
Sync WPForms with form builders, database tools, and notification systems to keep submission data working across your stack.
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No popular apps found