Clientify + Raisely Integration

Connect Clientify to Raisely - Automate your workflows in 1-click

Make use of Clientify automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Raisely automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s Clientify + Raisely integration.
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Ready Workflows For Clientify + Raisely Integration

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Raisely + Clientify Integration

Create Clientify contact for new Raisely person

Keeping track of your contacts is important for any business, but it can be a real challenge if you're using multiple systems. Like having to swtch back and forth between Raisely and Clientify just to create a new contact can be time-consuming and frustrating.

Fortunately, there's a simple solution. You can use Integrately to automatically create a new Clientify contact whenever a new Raisely person is created. That way, you can be sure that all of your contacts are in one place, making it easy to keep track of them.

Plus, you'll save yourself time and hassle by not having to manually transfer data between Raisely and Clientify. Just use this Raisely - Clientify integration to streamline your contact management and make your life easier.
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Clientify + Raisely Integration
1.
  • Clientify
    Contact is created in Clientify

    Triggers the automation when a new contact is added

  • Clientify
    Contact is updated in Clientify

    Triggers the automation when a contact is updated

  • Clientify
    Deal stage is updated in Clientify

    Triggers the automation when a deal stage is updated

  • Clientify
    Deal is created in Clientify

    Triggers the automation when a new deal is created

  • Clientify
    Task is created in Clientify

    Triggers the automation when a new task is created

  • Clientify
    Company is created in Clientify

    Triggers the automation when a new company is created

  • Raisely
    New campaign is created in Raisely

    Triggers the automation when a new campaign is created

  • Raisely
    Donation is created in Raisely

    Triggers the automation when donation is made

    Instant
  • Raisely
    New interactions is created in Raisely

    Triggers the automation when a new interaction is created

  • Raisely
    Person is created in Raisely

    Triggers the automation when a new person is created

    Instant
  • Raisely
    Profile is created in Raisely

    Triggers the automation when a new profile is created

    Instant
2.
  • Clientify
    Create contact in Clientify

    Adds a new contact to the database

  • Clientify
    Search contact in Clientify

    Finds and retrieves contact information

  • Clientify
    Search user in Clientify

    Searches for a user

  • Clientify
    Create deal in Clientify

    Generates a new deal with

  • Clientify
    Update deal in Clientify

    Updates deal information based on new criteria or changes

  • Clientify
    Get deal in Clientify

    Retrieves information about a deal

  • Clientify
    Close deal in Clientify

    Finalizes a deal

  • Clientify
    Create task in Clientify

    Creates a new task

  • Clientify
    Create order in Clientify

    Creates a new order

  • Clientify
    Get company in Clientify

    Retrieves information about a company

  • Clientify
    Create abandoned cart in Clientify

    Creates a new abandoned cart entry

  • Clientify
    Search product in Clientify

    Searches for a product

  • Clientify
    Delete product in Clientify

    Removes a product from the database

  • Clientify
    Create product in Clientify

    Creates a new workspace

  • Clientify
    Search deal in Clientify
  • Raisely
    Create person in Raisely

    Generates a new person

  • Raisely
    Search person in Raisely

    Retrieves information about a person

  • Raisely
    Update person in Raisely

    Updates the information of a person

  • Raisely
    Add tag in Raisely

    Assigns tags to particular items

  • Raisely
    Create offline donation in Raisely

    Logs a new offline donation

  • Raisely
    Add interaction in Raisely

    Adds an interaction

  • Raisely
    Search tag in Raisely

    Searches for a tag

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Integrate Clientify & Raisely In 1 Click
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