Chatrace + Clientify Integration

Integrate Chatrace to Clientify in one click, or tell Integrately AI how you want each order handled. Create contacts, track orders, update deals, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace Instant
  • Clientify
    Contact is created in Clientify
  • Clientify
    Contact is updated 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
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2.
  • Chatrace
    Create SMS contact in Chatrace
  • Chatrace
    Create tag in Chatrace
  • Chatrace
    Seach user in Chatrace
  • Chatrace
    Set contact custom field in Chatrace
  • 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 Chatrace + Clientify Integration

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

Most popular automationsmost-popular-automations
Chatrace + Clientify Integration

Create Clientify contact from new Chatrace contact

If you're an ecommerce business owner who uses Chatrace to power your online store, you'll be happy to know that when a new contact is created in Clientify, this automation will automatically create a contact in Chatrace.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Chatrace + Clientify Integration

Create Clientify contact from new Chatrace order

As an online store owner, you're likely using Chatrace to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Chatrace with Clientify? This integration will allow you to automatically create a contact for each new order in Clientify.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Clientify + Chatrace Integration

Create Chatrace contact for new Clientify contact

Creating a new Chatrace contact for every new Clientify contact 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 Clientify - Chatrace integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Chatrace and Clientify systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Connect more apps to your Chatrace + Clientify flow

Capture leads, sync records, notify your team, and trigger follow-ups across your entire stack. Pick a combination and activate it in one click.

Chatrace
Clientify
+
Facebook Lead AdsFacebook Lead Ads (4)
+
MailchimpMailchimp (3)
+
WhatsAppWhatsApp (3)
+
ShopifyShopify (3)
+
StripeStripe (3)
+
GmailGmail (3)
F
C
C
When a lead is created in Facebook Lead Ads, create a contact in Clientify and create a subscriber in Chatrace.
Facebook Lead Ads leads instantly appear as contacts in Clientify and subscribers in Chatrace, keeping all marketing channels aligned.
C
F
C
When a contact is created in Clientify, create a deal in Clientify and notify your sales team via Facebook Lead Ads.
New Clientify contacts instantly generate deals and team notifications, accelerating your sales response time.
C
C
F
If a deal is created in Clientify, update the deal stage in Clientify and add a tag in Chatrace.
Qualifying new deals updates your pipeline stages in Clientify and triggers tagging in Chatrace automatically.
F
C
C
Use ChatGPT to analyse Facebook Lead Ads leads, create a contact in Clientify, and set a custom field in Chatrace.
AI analyses lead quality before creating Clientify contacts and setting custom fields in Chatrace.

Supported triggers and actions for Chatrace and Clientify

Mix and match to build the exact automation you need

Chatrace
Chatrace Triggers & Actions
Instant
Order is created in Chatrace
Triggers the automation when a new order is created
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Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
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Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
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Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
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Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
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Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
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Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
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Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
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Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
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Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
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Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
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Create SMS contact in Chatrace
Adds a new sms contact
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Create tag in Chatrace
Generates a new tag
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Seach user in Chatrace
Searches for a user
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Set contact custom field in Chatrace
Sets a custom field for a contact
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Clientify
Clientify Triggers & Actions
Contact is created in Clientify
Triggers the automation when a new contact is added
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Contact is updated in Clientify
Triggers the automation when a contact is updated
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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
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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
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What can you automate with Chatrace + Clientify?

Streamline your sales and customer communication workflows by connecting Chatrace and Clientify for seamless data management.

What you can automate?
🔄
Sync Chatrace orders into Clientify contacts
Automatically create a new contact in Clientify the moment an order is created in Chatrace. Eliminate manual data entry and ensure zero lag in your customer database.
📋
Capture every custom field and subscriber detail
Map all available subscriber attributes and custom field values from Chatrace directly into Clientify records instead of only basic names and emails.
🔔
Alert your team the instant an order occurs
Notify your sales representatives immediately in Clientify or via messaging tools whenever a new customer completes a purchase in Chatrace.
🔀
Route records based on submitted criteria
Perform different actions in Clientify depending on specific tags applied or custom field changes in Chatrace, ensuring proper pipeline segmentation.
✏️
Keep CRM profiles up to date as chats evolve
Automatically update contact information and deal stages in Clientify whenever subscriber details or order statuses change in Chatrace.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Clientify before creating a new record, preventing duplicate entries from recurring chat interactions.
📦
Handle later status changes like cancellations
Automatically update deal stages or create tasks in Clientify when orders are concluded, canceled, or abandoned in Chatrace.
🔌
Extend your workflow to external apps
Trigger additional actions in supported apps like Gmail or Google Sheets once your core Chatrace and Clientify automation completes.
And much more...

Who is Chatrace + Clientify integration for?

Discover how sales teams, marketers, and business owners streamline customer communications and manage pipeline data efficiently by connecting Chatrace and Clientify.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
E-commerce store owners
E-commerce store owners
Operations specialists
Operations specialists
Data analysts
Data analysts
📈
Performance marketers
You're running Messenger campaigns but your CRM records only update when someone manually exports chats, so the lead counts you're optimising against are always a few hours behind — with this integration, every new order and subscriber lands in your CRM instantly and your pipeline stays current.
Sales managers
You need to act fast on incoming prospect enquiries, but you find out about new chatbot orders too late because notifications are trapped in messenger inboxes — with this integration, every new order creates a CRM contact immediately and your team engages leads without delay.
🤝
Account executives
You answer to clients who want to see real-time pipeline progress, but tracking chat-based sales manually leaves frustrating gaps in your reporting — with this integration, every deal stage update and customer interaction syncs automatically so your client reviews are always accurate.
🏬
E-commerce store owners
Your chat sales volume is too high for anyone to keep up with by hand, leading to missed customer orders and unassigned tasks — with this integration, every chat order automatically populates your CRM records and creates the necessary fulfillment tasks without manual effort.
👥
Operations specialists
You own the customer onboarding step and depend on sales reps to hand over chat buyer details, but manual handoffs cause frequent bottlenecks — with this integration, every new contact and order flows seamlessly between apps so onboarding begins the moment a purchase is made.
📊
Data analysts
You need a reliable history of all customer interactions and keep finding gaps between chat bot logs and CRM records — with this integration, every subscriber and order is logged with absolute consistency so your reporting databases are complete and trustworthy.
Our team

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Why choose Integrately to automate Chatrace + Clientify

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

1,500+ apps connected
1,500+ apps connected
Connect Chatrace + Clientify 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatrace to Clientify?
Frequently Asked Questions
You can connect Chatrace to Clientify using 1-click ready workflows or ask Integrately AI to build your integration. It takes minutes to set up, alongside popular apps like Facebook Lead Ads, Mailchimp, and WhatsApp.
Can I automatically sync Chatrace orders into Clientify contacts?
Frequently Asked Questions
Can I connect Chatrace, Clientify, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Chatrace and Clientify?
Frequently Asked Questions
How does Chatrace handle order and subscriber data here?
Frequently Asked Questions
How does Clientify manage contacts and deals in this integration?
Frequently Asked Questions
Do I need coding skills to automate Chatrace and Clientify?
Frequently Asked Questions
Is the Chatrace and Clientify integration free?
Frequently Asked Questions
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You Can Also Connect Chatrace or Clientify With 1500+ Other Apps

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Clientify
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