Clientify + WHMCS Integration

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1.

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
Invoice is paid in WHMCS
Order is created in WHMCS
Invoice is created in WHMCS
Client is created in WHMCS
Ticket is created in WHMCS
Todo item is created in WHMCS

2.

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Ready Workflows for Clientify + WHMCS Integration

Just click on the workflow you want to automate

Most popular automation

Create Clientify contact for new WHMCS contact

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

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Create Clientify contact for new WHMCS ticket

WHMCS + Clientify Integration

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Who Is This Integration For?

Web Hosting Providers

Small IT Support Companies

Managed Service Providers (MSPs)

Digital Marketing Agencies

Freelancers Offering Web Services

Web Hosting Providers

Web hosting providers using WHMCS often struggle to maintain consistent communication with their clients. Staying organized with client data between WHMCS and their CRM, such as Clientify, can be challenging when done manually, leading to outdated records and missed opportunities for relationship building.

Small IT Support Companies

Small IT support companies using WHMCS for billing and support often find it difficult to streamline their sales processes. The lack of integration with sales and marketing tools like Clientify means they can miss out on nurturing leads properly and tracking client interactions effectively.

Managed Service Providers (MSPs)

MSPs that rely on WHMCS for billing and service management face issues with maintaining synchronized client data across systems. Without automatic updates to their sales and marketing platforms like Clientify, they often deal with fragmented client communications and misaligned marketing efforts.

Digital Marketing Agencies

Digital marketing agencies using WHMCS to manage hosting services often find it challenging to keep their client and lead databases in sync with marketing tools like Clientify. This disconnect can lead to inefficiencies in targeting their marketing campaigns effectively.

Freelancers Offering Web Services

Freelancers who offer web hosting and design services through WHMCS can struggle to maintain current client and prospect lists in their CRM system. Manual data entry into Clientify can be time-consuming and prone to errors, making it hard to keep their contact strategy effective.

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What Can You Automate With Clientify + WHMCS

Add New WHMCS Clients to Clientify

Whenever a new client signs up in WHMCS, automatically add them as a new contact in your Clientify CRM. This ensures that you never miss out on an opportunity to engage with your clients through targeted marketing efforts.

Sync WHMCS Invoices with Clientify

Whenever you issue a new invoice in WHMCS, automatically update the corresponding client record in Clientify. This keeps your sales and support teams informed and ready to assist clients based on current invoicing data.

Capture WHMCS Support Tickets in Clientify

When a new support ticket is created in WHMCS, automatically log this activity in Clientify. This helps you keep track of client issues directly within your CRM so you can provide timely follow-ups.

Update Clientify Contacts with WHMCS Subscription Changes

Whenever there’s a change in a client’s subscription status in WHMCS, update their record in Clientify to reflect this change. This ensures your marketing team is always informed about the client's current service levels.

Send Clientify Marketing Campaigns to WHMCS Clients

Use Clientify to send marketing campaigns to your client base kept in WHMCS by automatically syncing the contact details. This way, your marketing efforts are directed to the latest list of customers with minimal manual intervention.

And much more...

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Top 10 Most Popular Clientify Automations from
Integrately Community

Just click on the workflow you want to automate

Create Clientify contact for new Simvoly contact

Create Clientify order for new Stripe charge

Create Clientify contact for new Stripe contact

Create Clientify order for new ManyChat external request

Create Clientify contact for new Mailchimp contact

Create Clientify contact for new Simvoly contact

Create Clientify order for new Stripe charge

Create Clientify contact for new Stripe contact

Create Clientify order for new ManyChat external request

Create Clientify contact for new Mailchimp contact

Create Clientify contact for new UpViral contact

Create Clientify contact for new Instabot: Chatbot Platform contact

Create Clientify order for new Contact Form 7 form submission

Create Clientify contact for new MailerLite contact

Create Clientify contact for new Vtiger CRM contact

Create Clientify contact for new UpViral contact

Create Clientify contact for new Instabot: Chatbot Platform contact

Create Clientify order for new Contact Form 7 form submission

Create Clientify contact for new MailerLite contact

Create Clientify contact for new Vtiger CRM contact

Top 10 Most Popular WHMCS Automations from
Integrately Community

Most popular

01

Create WHMCS contact from new WooCommerce customer

02

Create PerfexCRM contact for new WHMCS contact

03

Create WHMCS contact for new Chatbot response

04

Send WhatsApp message for new WHMCS ticket

05

Create WHMCS ticket for new tawk.to chat

cloud

app integration

06

Send WhatsApp message for new WHMCS todo item

07

Send Twilio sms for new WHMCS contact

08

Send Telegram message for new WHMCS todo item

09

Create WordPress user for new WHMCS contact

10

Create WHMCS contact from new Instamojo payment

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Want to automate something else in your workflow?

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