Clientify + HubSpot Integration

Integrate Clientify to HubSpot in one click, or tell Integrately AI how you want each contact handled. Capture every lead, create contacts and deals, update pipelines, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • HubSpot
    Contact is created in a list in HubSpot
  • HubSpot
    Contact is created in HubSpot
  • HubSpot
    Contact is updated in HubSpot
  • HubSpot
    Company is created in HubSpot
  • HubSpot
    Company is updated in HubSpot
  • HubSpot
    Deal is created in HubSpot
  • HubSpot
    Deal stage is changed in HubSpot
  • HubSpot
    Deal is updated in HubSpot
  • HubSpot
    Task is created in HubSpot
  • HubSpot
    Task is updated in HubSpot
  • HubSpot
    Task is marked as done in HubSpot
  • HubSpot
    Quote is created in HubSpot
  • HubSpot
    Quote is created or updated in HubSpot
  • HubSpot
    New Line item is created in HubSpot
  • HubSpot
    LineItem is created/updated in HubSpot
  • HubSpot
    Product is created in HubSpot
  • HubSpot
    Product is updated in HubSpot
  • HubSpot
    Form is submitted in HubSpot
  • HubSpot
    Email event is created in HubSpot
  • HubSpot
    Engagement is created in HubSpot
  • HubSpot
    Engagement is created/modified in HubSpot
  • HubSpot
    Blog post is created in HubSpot
  • HubSpot
    Blog tag is created in HubSpot
  • HubSpot
    Social media message is broadcasted in HubSpot
  • HubSpot
    Email subscription timeline is created in HubSpot
  • HubSpot
    Ticket is created in HubSpot
  • HubSpot
    Ticket is updated in HubSpot
  • HubSpot
    File is created/uploaded in HubSpot
  • HubSpot
    Form is created in HubSpot
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2.

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Ready Workflows Ready Workflows for Clientify + HubSpot Integration

Capture leads, create HubSpot contacts from Clientify data, update deals, sync companies, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Clientify + HubSpot Integration

Create HubSpot contact from new Clientify contact

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

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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Connect more apps to your Clientify + HubSpot flow

Connect more of your favorite marketing, scheduling, and communication tools after your core client data sync finishes. Pick a combination and activate it in one click.

Clientify
HubSpot
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MailchimpMailchimp (4)
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TypeformTypeform (4)
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CalendlyCalendly (4)
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StripeStripe (4)
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SlackSlack (4)
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ZoomZoom (4)
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C
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Add new Mailchimp subscribers to Clientify, and create a contact in HubSpot
Every Mailchimp subscriber automatically becomes a contact in Clientify and lands in HubSpot without manual export.
C
M
H
When a contact is created in Clientify, add them to Mailchimp and update HubSpot
New Clientify contacts immediately receive your Mailchimp email campaigns while updating HubSpot.
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C
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If a Mailchimp campaign member is tagged VIP, create a Clientify task and update HubSpot
VIP Mailchimp subscribers trigger a follow-up task in Clientify and high-priority status in HubSpot.
H
M
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When a HubSpot deal is won, update Mailchimp subscriber status and create a Clientify order
Closed HubSpot deals update subscriber segments in Mailchimp and log a new order in Clientify.

Supported triggers and actions for Clientify and HubSpot

Mix and match to build the exact automation you need

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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HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
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Uninstall App in HubSpot
Removes the application from the system.
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Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
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Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
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Associate deal with line item in HubSpot
Associates a deal with a line item
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Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
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Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
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What can you automate with Clientify + HubSpot?

Streamline your sales operations by automating contact creation, deal updates, and multi-app communication workflows.

What you can automate?
🔄
Sync contacts between Clientify and HubSpot instantly
Every new contact created in Clientify automatically appears in HubSpot without manual export or delayed batch uploads. Your sales team works from an up-to-date database at all times.
📋
Capture every submitted custom field and detail
Map all available contact properties, task notes, and deal attributes across both platforms instead of just basic names and emails. Your CRM records remain thorough and complete.
🔔
Alert the right sales rep the moment leads arrive
Trigger instant notifications in Slack or email channels whenever a high-intent prospect or new deal is registered. Response times improve and deals move faster.
🔀
Route deals conditionally based on submitted criteria
Send enterprise leads to priority pipeline stages and standard inquiries to general queues based on specific form answers or deal values.
✏️
Keep records updated as customer stages change
Whenever a deal stage updates in Clientify or HubSpot, automatically sync the progression across both platforms to maintain accurate pipeline visibility.
🔍
Prevent duplicate records with smart matching
Search existing databases before creating new entries to ensure contacts and companies are updated rather than duplicated across systems.
💳
Manage later status changes and payment updates
Automatically update deal statuses and trigger follow-up tasks when invoices are paid, subscriptions change, or customer orders are fulfilled.
🌐
Extend your workflow to marketing and support tools
Connect your core Clientify and HubSpot flow with apps like Mailchimp or Slack to handle email campaigns, team alerts, and post-sale onboarding seamlessly.
And much more...

Who is Clientify + HubSpot integration for?

Sales and marketing teams rely on connected data to eliminate manual entry, accelerate response times, and keep customer pipelines completely synchronised.

Sales operations managers
Sales operations managers
Account executives
Account executives
Agency account managers
Agency account managers
High-volume sales teams
High-volume sales teams
Business development reps
Business development reps
Customer success leads
Customer success leads
📈
Sales operations managers
You're consolidating contact data from multiple sources but your reporting tables only update when someone manually exports leads, so the pipeline metrics you're reviewing are always a few hours behind — this integration means every new lead lands in your CRM instantly and your metrics stay current.
Account executives
You need to act fast on incoming prospect inquiries, but contact details remain trapped in marketing software until someone copies them over manually, causing frustrating delays in outreach — automating both apps means every contact and task appears immediately so you can engage leads while they are active.
🤝
Agency account managers
You answer to clients who want immediate visibility into lead generation and pipeline progress, but disconnected software forces you to spend hours compiling status reports by hand — connecting these apps means pipeline changes update automatically and your client dashboards remain accurate.
📊
High-volume sales teams
The volume of daily contact submissions is too high for anyone to keep up with by hand, leading to missed follow-ups and lost revenue opportunities — automating both apps means every submission gets processed instantly without manual bottlenecks.
🔄
Business development reps
You own the outreach stage and depend on upstream marketing teams to hand over prospect details, but communication lags leave you waiting for data entry — this integration means every contact arrives ready for prospecting the moment it is captured.
📁
Customer success leads
You need a reliable history of customer interactions for account reviews, but manual logging leaves frustrating gaps in customer timelines — connecting these apps means every deal update and task is recorded accurately without missing entries.
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Why choose Integrately to automate Clientify + HubSpot

Build and manage your Clientify + HubSpot 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 + HubSpot 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Clientify to HubSpot?
Frequently Asked Questions
You can connect Clientify to HubSpot in 1-click using ready templates or by asking Integrately AI to build your workflow. Additional apps like Mailchimp, Slack, or Calendly can also be integrated easily.
Can I automatically sync new Clientify contacts to HubSpot?
Frequently Asked Questions
Can I connect Clientify, HubSpot, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and HubSpot?
Frequently Asked Questions
How does Clientify handle contact updates in this integration?
Frequently Asked Questions
Can HubSpot deal updates trigger actions in Clientify?
Frequently Asked Questions
Do I need coding skills to automate Clientify and HubSpot?
Frequently Asked Questions
Is the Clientify and HubSpot integration free?
Frequently Asked Questions
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You Can Also Connect Clientify or HubSpot With 1500+ Other Apps

Clientify
Popular Clientify Integrations
Connect Clientify to CRMs, email marketing tools, and sales platforms to streamline your client communications.
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HubSpot
Popular HubSpot Integrations
Sync HubSpot with accounting, project management, and reporting tools to keep customer data working across your stack.
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