Clientify
Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.
Go to siteClientify API Integrations
Build and run workflows using the Clientify API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Overview#
The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
clientify: {
type: "app",
app: "clientify",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.clientify.net/v1/users/`,
headers: {
"Authorization": `Token ${this.clientify.$auth.api_key}`,
"Content-Type": `application/json`,
},
})
},
})
Choose an API to Connect with Clientify API#
1-24of2,400+apps by most popular
Example Use Cases#
Sync New Shopify Orders to Clientify Deals: When a new order is placed in Shopify, Pipedream captures the event and creates a corresponding deal in Clientify, ensuring your sales pipeline is always up-to-date with e-commerce activity.
Schedule Follow-up Tasks After Zoom Meetings: Post-meeting automation where Pipedream listens for Zoom meeting ends, then creates follow-up tasks in Clientify for the sales team to reach out to participants, maintaining engagement and opportunity tracking.
Automate LinkedIn Lead Generation to Clientify Contacts: Combine LinkedIn's lead gen forms with Clientify by using Pipedream to automatically add new leads as contacts in Clientify, streamlining the process of capturing and managing potential clients from social media campaigns.
Popular Clientify Integrations#
Authentication#
Name Slug: clientifyClientify uses API keys for authentication. When you connect your Clientify account, Pipedream securely stores the keys so you can easily authenticate to Clientify APIs in both code and no-code steps.
Sign in and copy your API Key from API Settings.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies