Capsule CRM + Clientify Integration

Connect Capsule CRM to Clientify in 1 click

Integrate Capsule CRM + Clientify For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Capsule CRM + Clientify Workflows

Create Clientify contact for new Capsule CRM person

Creating a new Clientify contact for every new Capsule CRM person is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Capsule CRM - Clientify integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Clientify and Capsule CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.

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Create Clientify order for new Capsule CRM opportunity

Capsule CRM + Clientify Integration

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Create Your Own Capsule CRM & Clientify Integration Without Any Code

Create Custom Workflow

Person is created in Capsule CRM Instant
Person is updated in Capsule CRM Instant
Task is created in Capsule CRM Instant
Task is updated in Capsule CRM Instant
Opportunity is created in Capsule CRM Instant
Opportunity is updated in Capsule CRM Instant
Case is created in Capsule CRM Instant
Case is updated in Capsule CRM Instant
Organisation is created in Capsule CRM Instant
Organisation is updated in Capsule CRM Instant
Contact is created in Clientify
Contact is updated in Clientify
Deal stage is updated in Clientify
Deal is created in Clientify
Task is created in Clientify
Company is created in Clientify

Create person in Capsule CRM
Search person in Capsule CRM
Create opportunity in Capsule CRM
Search opportunity in Capsule CRM
Create task in Capsule CRM
Add note to entity in Capsule CRM
Create organisation in Capsule CRM
Search organisation in Capsule CRM
Search person or organisation in Capsule CRM
Add tag to entity in Capsule CRM
Create case in Capsule CRM
Search case in Capsule CRM
Search milestone in Capsule CRM
Create contact in Clientify
Search contact in Clientify
Search user in Clientify
Create deal in Clientify
Update deal in Clientify
Get deal in Clientify
Close deal in Clientify
Create task in Clientify
Create order in Clientify
Get company in Clientify
Create abandoned cart in Clientify
Search product in Clientify
Delete product in Clientify
Create product in Clientify
Search deal in Clientify

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

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Integrate Capsule CRM & Clientify In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Clientify With 1200+ Other Apps

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations

Clientify 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