Clientify + Heyflow Integration

Integrate Clientify to Heyflow in one click, or tell Integrately AI how you want each submission handled. Capture responses, create and update contacts in Clientify, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created 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
  • Heyflow
    Response is received in Heyflow Instant
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2.
  • 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 Clientify + Heyflow Integration

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

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Got a different task in mind? Describe it

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Connect more apps to your Clientify + Heyflow flow

Send submission details to marketing platforms, messaging tools, and payment gateways the moment a response arrives. Pick a combination and activate it in one click.

Clientify
Heyflow
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Facebook Lead AdsFacebook Lead Ads (4)
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Google Analytics 4Google Analytics 4 (4)
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MailchimpMailchimp (4)
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CalendlyCalendly (4)
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WhatsAppWhatsApp (4)
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StripeStripe (4)
H
C
F
When a response is received in Heyflow, create a contact in Clientify and create a lead in Facebook Lead Ads
Every Heyflow response updates your Clientify contacts and records lead activity in Facebook Lead Ads instantly.
H
C
F
When a response is received in Heyflow, search for a contact in Clientify and create a custom lead in Facebook Lead Ads
Verify existing Clientify records against new Heyflow responses while updating your Facebook Lead Ads data.
H
C
F
When a response is received in Heyflow, create a deal in Clientify and log the lead in Facebook Lead Ads
Turn every Heyflow submission into a new Clientify deal and sync the lead data to Facebook Lead Ads.
H
C
F
When a response is received in Heyflow, create a task in Clientify and update Facebook Lead Ads
Assign follow-up tasks in Clientify and update your advertising records for every new Heyflow submission.

Supported triggers and actions for Clientify and Heyflow

Mix and match to build the exact automation you need

Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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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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Heyflow
Heyflow Triggers & Actions
Instant
Response is received in Heyflow
Triggers the automation when a response is submitted
Try it →
No action is available

What can you automate with Clientify + Heyflow?

Streamline your customer intake and contact management with reliable automated workflows.

What you can automate?
🎯
Create CRM contacts from every form response
Turn every Heyflow submission into a new contact profile in Clientify automatically. Eliminate manual data entry and ensure every lead is captured the moment they finish your flow.
📝
Capture every submitted field in your CRM
Map all custom answers and form fields directly into Clientify contact records. Your database receives complete submission details instead of just basic contact info.
🔔
Alert your sales team instantly upon submission
Trigger instant team notifications and task creation whenever a new response is received. Sales reps receive actionable lead data right when prospects complete the flow.
🔀
Route submissions based on submitted answers
Send different form responses to specific deal stages or team members depending on user selections. Conditional automation ensures leads reach the right department.
🔄
Keep your CRM database up to date
Update existing contact profiles and deal stages automatically as new responses arrive. Your CRM maintains accurate records without manual data maintenance.
🔍
Search and update existing contacts without duplicates
Check for existing records before creating new entries in Clientify. Prevent duplicate contact creation and keep your customer database clean.
📋
Create follow-up tasks for incoming responses
Automatically generate tasks in Clientify for every completed flow. Ensure your team follows up on every prospective customer submission on schedule.
🌐
Extend your workflow to messaging and marketing apps
Connect your core pair with WhatsApp, Mailchimp, or Stripe to send confirmation messages, add subscribers, or generate invoices automatically.
And much more...

Who is Clientify + Heyflow integration for?

Sales teams, marketers, and business owners capturing leads through interactive flows can eliminate manual data entry and streamline their customer onboarding process.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Operations specialists
Operations specialists
Data administrators
Data administrators
📈
Performance marketers
You're running interactive campaigns across multiple channels but your reporting dashboard only updates when someone manually exports submissions, so the metrics you're optimising against are always hours behind — with this integration, every new response lands in your CRM instantly and your data stays current.
Sales representatives
You depend on immediate lead routing to close inbound prospects, but manual notification delays mean you find out about high-intent submissions too late — connecting these apps means every form completion triggers instant contact creation and task assignment so you can reach out first.
📊
Account managers
You answer to clients who want immediate visibility into incoming pipeline growth, but scattered spreadsheet entries make reporting tedious — automating both apps means every submission populates your records automatically and keeps your stakeholder updates accurate.
🔄
Customer support teams
The volume of inbound inquiry submissions is too high for anyone to keep up by hand, leading to missed client questions and delayed responses — automating this workflow means every client inquiry is logged immediately as a task and assigned without manual intervention.
🤝
Operations specialists
You own the onboarding stage and depend on someone upstream to hand over form data, but manual copying creates costly bottlenecks — automating both apps means incoming submissions flow straight into your deal pipeline the moment a response is received.
🗂️
Data administrators
You need a reliable history of all customer interactions and keep finding gaps caused by missed manual data entry — connecting these apps means every submission is recorded accurately in your CRM without missing records or duplicate contacts.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Clientify + Heyflow

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

1,500+ apps connected
1,500+ apps connected
Connect Clientify + Heyflow 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
Select Automation
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 Clientify to Heyflow?
Frequently Asked Questions
You can connect Clientify to Heyflow in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. With 42,000+ active users and 1,500+ integrations, you can sync data instantly without coding.
Can I automatically create Clientify contacts from Heyflow responses?
Frequently Asked Questions
Can I connect Clientify, Heyflow, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Heyflow?
Frequently Asked Questions
How does Clientify handle contact creation from form submissions?
Frequently Asked Questions
How does Heyflow pass form data to automation platforms?
Frequently Asked Questions
Do I need coding skills to integrate Clientify and Heyflow?
Frequently Asked Questions
Is the Clientify and Heyflow integration free?
Frequently Asked Questions
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You Can Also Connect Clientify or Heyflow With 1500+ Other Apps

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