Create Clientify order for new Fluent Forms form submission
Fluent Forms + Clientify Integration
Fluent Forms + Clientify Integration
Connect Fluent Forms to Clientify in 1 click
Free forever.Use premium features free for 14 days.1.
Form is submitted in Fluent Forms Instant
Contact is updated in Clientify- Contact is created in Clientify
- Deal stage is updated in Clientify
- Deal is created in Clientify
- Task is created in Clientify
- Company is created in Clientify
2.
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Ready Workflows for Fluent Forms + Clientify Integration
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Who Is This Integration For?
Digital Marketers
Sales Teams
Event Organizers
Customer Support
Consultants
Digital Marketers
Digital marketers often struggle with collecting new lead information from forms and swiftly managing these leads in their CRM systems to ensure timely follow-ups and nurturing.
Sales Teams
Sales teams need efficient methods to capture form submissions and immediately add prospects to their sales pipeline, preventing the loss of valuable lead information due to manual data entry delays.
Event Organizers
Event organizers face the challenge of effectively managing registration forms and ensuring all participants are immediately added to an outreach list to receive event updates and information.
Customer Support
Customer support teams require a way to capture form data for support inquiries and ensure no tickets are missed by automatically creating and assigning tickets in their CRM.
Consultants
Consultants often gather client information through intake forms and need this data accurately logged into their client management system for efficient tracking and follow-up.
What Can You Automate With Fluent Forms + Clientify
Automatically add form submissions as new contacts
Whenever someone fills out a form in FluentForms, automatically create a new contact in Clientify. This helps you keep your CRM up-to-date and never miss a potential lead.
Update contact details from form entries
When existing contacts fill out a form again using FluentForms, update their information seamlessly in Clientify. This ensures all contact data is accurate and reflects the latest updates.
Send welcome email from submitted form data
After someone submits their details via a FluentForms submission, automatically trigger a welcome email through Clientify. This helps you engage with prospects promptly and build rapport early.
Assign new leads to specific sales reps
Use FluentForms submissions to directly assign incoming leads to specified sales reps in Clientify. This streamlines the lead handling process and reduces response times.
Create automated task follow-ups for new form entries
Whenever a new form is submitted through FluentForms, set up a task in Clientify for follow-up actions. This ensures that no new lead or inquiry goes unnoticed or unaddressed.
And much more...
Top 10 Most Popular Fluent Forms Automations from
Integrately Community
Just click on the workflow you want to automate
Create WooCommerce order for new Fluent Forms form submission
Create Google Calendar event for new Fluent Forms form submission
Create WooCommerce customer from new Fluent Forms form submission
Create WooCommerce product from new Fluent Forms form submission
Create Google Drive folder from new Fluent Forms form submission
Create WooCommerce order for new Fluent Forms form submission
Create Google Calendar event for new Fluent Forms form submission
Create WooCommerce customer from new Fluent Forms form submission
Create WooCommerce product from new Fluent Forms form submission
Create Google Drive folder from new Fluent Forms form submission
Create Google Drive file for new Fluent Forms form submission
Update Google Calendar event from new Fluent Forms form submission
Create MemberPress member from new Fluent Forms form submission
Create Quickbooks Online order for new Fluent Forms form submission
Create Trello card for new Fluent Forms form submission
Create Google Drive file for new Fluent Forms form submission
Update Google Calendar event from new Fluent Forms form submission
Create MemberPress member from new Fluent Forms form submission
Create Quickbooks Online order for new Fluent Forms form submission
Create Trello card for new Fluent Forms form submission
Top 10 Most Popular Clientify Automations from
Integrately Community
Most popular
01
Create Clientify contact for new Simvoly contact
02
Create Clientify order for new Stripe charge
03
Create Clientify contact for new Stripe contact
04
Create Clientify order for new ManyChat external request
05
Create Clientify contact for new Mailchimp contact
06
Create Clientify contact for new UpViral contact
07
Create Clientify contact for new Instabot: Chatbot Platform contact
08
Create Clientify order for new Contact Form 7 form submission
09
Create Clientify contact for new MailerLite contact
10
Create Clientify contact for new Vtiger CRM contact
Most popular
01
Create Clientify contact for new Simvoly contact
02
Create Clientify order for new Stripe charge
03
Create Clientify contact for new Stripe contact
04
Create Clientify order for new ManyChat external request
05
Create Clientify contact for new Mailchimp contact
06
Create Clientify contact for new UpViral contact
07
Create Clientify contact for new Instabot: Chatbot Platform contact
08
Create Clientify order for new Contact Form 7 form submission
09
Create Clientify contact for new MailerLite contact
10
Create Clientify contact for new Vtiger CRM contact
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Fluent Forms + Clientify Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99
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Want to automate something else in your workflow?
You Can Also Connect Fluent Forms or Clientify With 1400+ Other Apps
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Fluent Forms is the top-of-the-line WordPress form builder plugin that allows you to create stunning forms and powerful surveys in a matter of minutes – it's like magic!
Clientify
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.
