Popular Salesforce + Clientify Workflows
Create Salesforce contact from new Clientify contact
This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
Create Salesforce record for new Clientify contact
Create Salesforce opportunity for new Clientify contact
Update Salesforce contact from updated Clientify contact
When New contact is created in Clientify > Search contact in Salesforce > Check any condition > Create contact in Salesforce
When New contact is created in Clientify > Search contact in Salesforce > Check any condition > Create lead in Salesforce
When New contact is created in Clientify > Search lead in Salesforce > Check any condition > Create contact in Salesforce
When New contact is created in Clientify > Search lead in Salesforce > Check any condition > Create lead in Salesforce
When Record is created in Salesforce > Check any condition > Create an order in Clientify
When Record is created in Salesforce > Check any condition > Create an abandoned cart in Clientify
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Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
See Salesforce IntegrationsClientify helps salespeople create a more personal touch with their clients. Through Clientify, you can build the profile of your business and then automate communications through email, SMS, social media, etc.
See Clientify Integrations❤Trusted by 10,000+ Customers
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