Clientjoy + CompanyHub Integration

Integrate Clientjoy to CompanyHub in one click, or tell Integrately AI how you want each lead handled. Capture new leads, create matching contacts, update your sales pipelines, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy Instant
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
Arrow Right
2.
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub

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Ready Workflows Ready Workflows for Clientjoy + CompanyHub Integration

Capture new leads, create matching contacts, update your sales pipelines, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CompanyHub + Clientjoy Integration

Create Clientjoy contact for new CompanyHub record

Are you tired of manually creating Clientjoy contact for every new CompanyHub record? Well, there's a better way! With our new automation, you can automatically create Clientjoy contact for new CompanyHub records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Clientjoy {{action.Contact} creation!
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Clientjoy + CompanyHub Integration

Create CompanyHub record for new Clientjoy contact

When a new contact is created in your Clientjoy software, automatically create a record for them in your CompanyHub. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Clientjoy + CompanyHub Integration

Create CompanyHub deal for new Clientjoy contact

This automation makes it easy to create new deals in CompanyHub when a new contact is created in Clientjoy. Just connect your accounts, and every time a new contact is created in Clientjoy, a new deal will automatically be created in CompanyHub.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Clientjoy + CompanyHub Integration

Create CompanyHub task for new Clientjoy contact

CompanyHub and Clientjoy are two powerful cloud-based tools that can be used to improve business productivity. Using this CompanyHub - Clientjoy integration, you can automatically create task in CompanyHub whenever a new contact is created in Clientjoy.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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CompanyHub + Clientjoy Integration

Create Clientjoy contact for new CompanyHub contact

If you're using CompanyHub to manage your sales leads, it's important to also use Clientjoy to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in CompanyHub, a corresponding contact will automatically be created in Clientjoy.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Clientjoy + CompanyHub Integration

Create CompanyHub contact for new Clientjoy contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new CompanyHub contact and Clientjoy contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your Clientjoy + CompanyHub flow

Sync billing events, email campaigns, calendar bookings, team alerts, and accounting records right after your core integration finishes. Pick a combination and activate it in one click.

Clientjoy
CompanyHub
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
Google CalendarGoogle Calendar (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
C
S
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Create a Stripe payment and a CompanyHub deal whenever an invoice is paid in Clientjoy
Paid Clientjoy invoices instantly generate a Stripe payment and a new CompanyHub deal, removing manual bookkeeping.
C
S
C
When an invoice is created in Clientjoy, record the charge in Stripe and create a task in CompanyHub
New Clientjoy invoices automatically set up charges in Stripe and open follow-up tasks in CompanyHub.
C
S
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When a proposal is created in Clientjoy, create a Stripe subscription invoice and update CompanyHub
Clientjoy proposals instantly generate Stripe billing records and update corresponding deals in CompanyHub.
C
S
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Use ChatGPT to review paid Clientjoy invoices, log them in Stripe, and update CompanyHub deals
ChatGPT analyses paid Clientjoy invoices before Stripe processes the record and CompanyHub updates the deal.

Supported triggers and actions for Clientjoy and CompanyHub

Mix and match to build the exact automation you need

Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
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Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
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Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
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Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
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Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
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Instant
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
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Create lead in Clientjoy
Generates new leads for potential customers
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Create customer in Clientjoy
Adds a new customer to the database
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Create Invoice in Clientjoy
Generates invoices for sales transactions
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Create proposal in Clientjoy
Generates a new proposal
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CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
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Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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What can you automate with Clientjoy + CompanyHub?

Streamline your agency workflows and sales pipelines by connecting Clientjoy and CompanyHub for automated data synchronization.

What you can automate?
🔄
Sync every new Clientjoy lead to CompanyHub
Capture new prospects the moment they register in Clientjoy and automatically generate corresponding contact records in CompanyHub without manual copy-pasting.
📋
Transfer complete proposal and invoice details
Map all custom fields from Clientjoy proposals and invoices directly into CompanyHub deals, ensuring your sales team has full context for every negotiation.
🔔
Alert your team instantly on new deals
Trigger instant team notifications whenever a Clientjoy customer is created or an invoice is paid, keeping your sales and support departments fully aligned.
🔀
Route records based on submitted deal values
Evaluate incoming Clientjoy leads and assign them to specific sales pipelines or priority queues in CompanyHub based on their submitted form criteria.
🔄
Keep CompanyHub deal stages up to date
Automatically update CompanyHub deal statuses whenever a Clientjoy proposal is sent, accepted, or rejected, maintaining accurate pipeline forecasting.
🔍
Prevent duplicate records during sync
Search existing CompanyHub contacts before creating new entries, ensuring your database remains clean and free of redundant customer profiles.
💳
Automate actions after invoice payments
Trigger downstream tasks and pipeline updates in CompanyHub the exact moment an invoice payment is successfully recorded in Clientjoy.
Extend flows with Slack team notifications
Connect your core Clientjoy and CompanyHub setup with Slack to broadcast important customer lifecycle milestones directly to your internal channels.
And much more...

Who is Clientjoy + CompanyHub integration for?

Connecting Clientjoy and CompanyHub helps sales teams, agency owners, and account managers keep leads and pipelines perfectly synchronized without manual data entry.

Agency directors
Agency directors
Sales development reps
Sales development reps
Account managers
Account managers
Operations leads
Operations leads
Business development executives
Business development executives
Finance coordinators
Finance coordinators
📈
Agency directors
You're reviewing pipeline reports each week but your pipeline totals only update when someone manually exports client records, so the metrics you're presenting are always outdated — this integration means every new Clientjoy lead and invoice populates CompanyHub instantly and your dashboard stays current.
Sales development reps
You need to follow up with inbound leads immediately, but waiting for manual contact creation means prospects sit in Clientjoy for hours before outreach begins — automating both apps means every new lead creates a CompanyHub contact the second it arrives so you can call right away.
🤝
Account managers
You answer to clients who want immediate status updates on proposals and contracts, but tracking agreement stages across separate tools leads to delays — connecting these apps means every proposal created in Clientjoy updates your CompanyHub deal pipeline without double entry.
📊
Operations leads
The volume of new client signups and paid invoices is too high for anyone to keep up by hand, resulting in missing CRM records and billing gaps — this integration means customer lifecycle data flows from Clientjoy to CompanyHub automatically without manual copy-pasting.
🎯
Business development executives
You own the closing stage and depend on marketers to hand over qualified leads, but handoff delays cause prospects to go cold before outreach starts — automating both apps means every new Clientjoy submission creates a CompanyHub deal instantly so you never miss a handoff.
🗂️
Finance coordinators
You need a reliable transaction history in your CRM, but finding missing payment records between billing tools and sales software creates audit headaches — connecting these apps means every paid invoice in Clientjoy updates your CompanyHub deals with zero missing entries.
Our team

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Why choose Integrately to automate Clientjoy + CompanyHub

Build and manage your Clientjoy + CompanyHub automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clientjoy + CompanyHub 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Clientjoy to CompanyHub?
Frequently Asked Questions
You can connect Clientjoy to CompanyHub in 1-click using ready-made templates on Integrately. Choose your trigger and action, authenticate your accounts, and let Integrately AI handle the setup.
Can I automatically create CompanyHub contacts from new Clientjoy leads?
Frequently Asked Questions
Can I connect Clientjoy, CompanyHub, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientjoy and CompanyHub?
Frequently Asked Questions
How are new leads handled when created in Clientjoy?
Frequently Asked Questions
Can CompanyHub deals be updated when Clientjoy invoices are paid?
Frequently Asked Questions
Do I need coding skills to automate Clientjoy and CompanyHub?
Frequently Asked Questions
Is the Clientjoy and CompanyHub integration free?
Frequently Asked Questions
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You Can Also Connect Clientjoy or CompanyHub With 1500+ Other Apps

Clientjoy
Popular Clientjoy Integrations
Connect Clientjoy with proposal tools, payment gateways, and client portals to manage your entire agency workflow.
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CompanyHub
Popular CompanyHub Integrations
Sync CompanyHub with email marketing, customer support, and analytics platforms to accelerate your sales pipeline.