Clientjoy + Erxes Integration

Q: Can I automatically create Clientjoy leads from Erxes form submissions?

Yes, you can turn every Erxes form submission into a Clientjoy lead automatically using ready automation templates on Integrately.

Q: Can I connect Clientjoy, Erxes, and Slack?

You can easily connect Clientjoy, Erxes, and Slack to sync customer data and send instant team notifications, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Clientjoy and Erxes?

Integrately is a top-rated choice for Clientjoy and Erxes with 20 million+ templates, 24/5 live chat support, and AI-assisted workflow building.

Q: How are customer records handled between Erxes and Clientjoy?

When a customer is created in Erxes, it triggers the creation of a corresponding customer or lead in Clientjoy automatically.

Q: Can company signups in Erxes update Clientjoy?

Yes, whenever an Erxes company is created, you can automatically create a customer in Clientjoy using ready automation flows.

Q: Do I need coding skills to automate Clientjoy and Erxes?

No coding is required to connect Clientjoy and Erxes. You can use ready templates or ask Integrately AI to build your exact automation.

Q: Is the Clientjoy and Erxes integration free?

The Clientjoy and Erxes integration is available on Integrately with a free forever plan so you can start automating immediately.

Integrate Clientjoy to Erxes in one click, or tell Integrately AI how you want each form submission handled. Capture submissions, create leads, update customer records, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Lead is created in Clientjoy Instant
Customer is created in Clientjoy Instant
Invoice is created in Clientjoy
Invoice is paid in Clientjoy Instant
Proposal is created in Clientjoy
Proposal is send in Clientjoy Instant
Customer is created in Erxes Instant
Customer is updated in Erxes Instant
Customer is deleted in Erxes Instant
Form submission is received in Erxes Instant
Company is created in Erxes Instant
Company is updated in Erxes Instant
Company is deleted in Erxes Instant
Admin sends engagement message in Erxes Instant
Customer sends a message in Erxes Instant
Admin sent message in Erxes Instant
Knowledge base is created in Erxes Instant
Knowledge base is updated in Erxes Instant
Knowledge base is deleted in Erxes Instant

Create lead in Clientjoy
Create customer in Clientjoy
Create Invoice in Clientjoy
Create proposal in Clientjoy

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Ready Workflows for Clientjoy + Erxes Integration

Capture form submissions, create leads, update customer records, notify your team, and trigger follow-ups, all in just one click.

Create Clientjoy contact for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new Clientjoy contact and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clientjoy + Erxes flow

Extend your automation pipeline by connecting CRM, messaging, spreadsheet, and email tools to your core workflow. Pick a combination and activate it in one click.

Stripe (3)

Typeform (1)

HubSpot (3)

Slack (3)

Google Sheets (3)

Gmail (3)

Create a Clientjoy lead from every Erxes form submission, and set up the customer in Stripe.

Erxes form submissions instantly create leads in Clientjoy and new customer records in Stripe, eliminating manual data entry.

When a customer is created in Erxes, create a Clientjoy customer and add a customer record in Stripe.

New Erxes customers flow directly into Clientjoy and Stripe without manual duplication.

If an Erxes company is created, create a Clientjoy customer and record the company in Stripe.

Erxes company records instantly update your Clientjoy CRM and Stripe account.

When an Erxes customer is created, create a Clientjoy lead and create a form response in Typeform.

New Erxes customers populate Clientjoy leads and generate Typeform records instantly.

Add every new Erxes customer to Clientjoy, and create a corresponding contact in HubSpot.

Erxes customer records appear in Clientjoy and HubSpot simultaneously, preventing missed follow-ups.

Capture Erxes form submissions as Clientjoy leads, and log the contact in HubSpot.

Turn Erxes form entries into Clientjoy leads and HubSpot contacts automatically.

When an Erxes company is created, create a Clientjoy customer and add a company in HubSpot.

Sync Erxes company data to Clientjoy and HubSpot without manual copying.

Sync new Erxes customers to Clientjoy, and notify your team instantly on Slack.

Erxes customers create Clientjoy records and trigger instant Slack notifications for your team.

Turn Erxes form submissions into Clientjoy leads, and alert your team on Slack.

Capture Erxes form submissions in Clientjoy and announce them in Slack instantly.

When an Erxes company is created, create a Clientjoy customer and notify your team in Slack.

Erxes company signups update Clientjoy and trigger instant Slack team alerts.

Log every Erxes form submission as a Clientjoy lead, and save the details in Google Sheets.

Erxes form entries populate Clientjoy leads and Google Sheets rows automatically.

When a customer is created in Erxes, create a Clientjoy customer and log it in Google Sheets.

New Erxes customers appear in Clientjoy and Google Sheets without manual entry.

When an Erxes company is created, create a Clientjoy customer and add a row in Google Sheets.

Erxes company records populate Clientjoy and Google Sheets spreadsheets instantly.

Create a Clientjoy customer from every new Erxes customer, and send a welcome email via Gmail.

New Erxes customers generate Clientjoy records and trigger welcoming Gmail messages.

Turn Erxes form submissions into Clientjoy leads, and send a confirmation email via Gmail.

Erxes form entries create Clientjoy leads and trigger confirmation emails through Gmail.

When an Erxes company is created, create a Clientjoy customer and send an intro email in Gmail.

Erxes company registrations create Clientjoy customer records and trigger introductory Gmail messages.

Supported triggers and actions for Clientjoy and Erxes

Mix and match to build the exact automation you need

Clientjoy Triggers & Actions

Instant

Lead is created in Clientjoy

Triggers the automation when a new lead is created

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Instant

Customer is created in Clientjoy

Triggers the automation when a new customer is created

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Invoice is created in Clientjoy

Triggers the automation when any invoice is added or modified

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Instant

Invoice is paid in Clientjoy

Triggers the automation when an invoice is marked as paid

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Proposal is created in Clientjoy

Triggers the automation when a new proposal is created

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Instant

Proposal is send in Clientjoy

Triggers the automation when a proposal is sent

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Erxes Triggers & Actions

Instant

Customer is created in Erxes

Triggers the automation when a new customer is created

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Instant

Customer is updated in Erxes

Triggers the automation when customer details are updated

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Instant

Customer is deleted in Erxes

Triggers the automation when a customer is removed from the database

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Instant

Form submission is received in Erxes

Triggers the automation when a form is filled

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Instant

Company is created in Erxes

Triggers the automation when a new company is created

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Instant

Company is updated in Erxes

Triggers the automation when a company is updated

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Instant

Company is deleted in Erxes

Triggers the automation when a company is deleted

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Instant

Admin sends engagement message in Erxes

Triggers the automation when an admin sends an engagement message to a contact

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Instant

Customer sends a message in Erxes

Triggers the automation when a customer sends a message

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Instant

Admin sent message in Erxes

Triggers the automation when the admin sends a message to someone

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Instant

Knowledge base is created in Erxes

Triggers the automation when new knowledge base is created

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Instant

Knowledge base is updated in Erxes

Triggers the automation when a knowledge base is modified

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Instant

Knowledge base is deleted in Erxes

Triggers the automation when a knowledge base is deleted

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What can you automate with Clientjoy + Erxes?

Streamline your agency workflows by connecting Erxes customer interactions directly to your Clientjoy CRM pipeline.

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🔄

Sync Erxes customer data directly into Clientjoy

Trigger automated lead and customer creation in Clientjoy the moment someone interacts with your Erxes chatbot or submits a form. Eliminate manual transcription errors and speed up your agency sales cycle.

📝

Capture every submitted form field

Map all custom answers from Erxes form submissions straight into Clientjoy records. Ensure your sales reps have complete context before reaching out to prospective clients.

🔔

Alert your team the moment a lead arrives

Send instant notifications to your team when new Erxes customers or form submissions create leads in Clientjoy. Ensure immediate follow-up on every high-value inquiry.

🔀

Route records based on submitted data

Direct Erxes form submissions to specific Clientjoy pipelines depending on criteria selected by the user. Customize your sales workflow without writing custom code.

🔄

Keep customer lifecycle stages up to date

Automatically update Clientjoy records when customer information changes in Erxes. Maintain accurate lifecycle data from lead generation through contract signing.

👥

Create or update records without duplicates

Check existing database entries before creating new Clientjoy leads or customers from Erxes events. Keep your CRM clean and free of redundant profile entries.

💳

Handle invoicing and proposal milestones

Trigger Clientjoy proposals and invoices based on engagement milestones reached in Erxes. Streamline the transition from initial conversation to paid contract.

💬

Extend your workflow to team messaging apps

Connect your core Clientjoy and Erxes automation to Slack to broadcast new lead details to your sales channel. Keep your entire team aligned on incoming business.

And much more...

Who is Clientjoy + Erxes integration for?

Connecting Clientjoy and Erxes helps agencies, support teams, and marketers streamline lead capture, customer tracking, and pipeline management without manual data entry.

Agency analysts

Sales representatives

Client success managers

Agency operations leads

Account managers

CRM administrators

📈

Agency analysts

You're tracking client lifecycles in Clientjoy but your performance dashboards only update when someone manually exports data, so the lead counts you report against are always hours behind — with this integration, every new Erxes submission feeds your pipeline instantly and your analytics stay current.

⚡

Sales representatives

You manage inbound inquiries in Clientjoy but new chatbot conversations in Erxes sit unnoticed until someone checks the chat tool, so hot prospects wait too long for a reply — automating both apps means every Erxes customer instantly creates a Clientjoy lead so you can follow up immediately.

🤝

Client success managers

You log client onboarding stages in Clientjoy while prospects interact through Erxes, leaving stakeholders asking for updates before records are synced — connecting these apps means every form submission and customer interaction flows directly into Clientjoy to give clients a transparent view.

📊

Agency operations leads

You oversee high volumes of inbound website leads arriving via Erxes while your team manually recreates them in Clientjoy, leading to missed entries and data fatigue — with this integration, high-volume submissions are captured and added to your CRM automatically.

🎯

Account managers

You depend on lead handoffs from Erxes chats to trigger proposal creation in Clientjoy, but delays in manual copying stall the sales momentum — automating both apps means every customer conversation triggers immediate lifecycle tracking in your CRM.

🗂️

CRM administrators

You maintain client lifecycle records in Clientjoy but keep finding gaps where Erxes chatbot interactions failed to get logged by hand, leaving incomplete customer histories — with this integration, every customer and form event is reliably recorded without missing a step.

Try This Integration – No Code Needed

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

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Why choose Integrately to automate Clientjoy + Erxes

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

1,500+ apps connected

Connect Clientjoy + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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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Frequently Asked Questions

How do I connect Clientjoy to Erxes?

You can connect Clientjoy to Erxes in one click using pre-built workflows on Integrately, or use Integrately AI to set up custom logic with Stripe, HubSpot, and Slack.

Can I automatically create Clientjoy leads from Erxes form submissions?

Can I connect Clientjoy, Erxes, and Slack?

What is a good Zapier alternative for Clientjoy and Erxes?

How are customer records handled between Erxes and Clientjoy?

Can company signups in Erxes update Clientjoy?

Do I need coding skills to automate Clientjoy and Erxes?

Is the Clientjoy and Erxes integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Clientjoy or Erxes With 1500+ Other Apps

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Popular Erxes Integrations

Sync Erxes with messaging apps, helpdesks, and marketing platforms to keep customer conversations flowing across your stack.

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Clientjoy + Erxes Integration

Integrate Clientjoy to Erxes in one click, or tell Integrately AI how you want each form submission handled. Capture submissions, create leads, update customer records, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Clientjoy + Erxes Integration

Capture form submissions, create leads, update customer records, notify your team, and trigger follow-ups, all in just one click.

Create Clientjoy contact for new Erxes contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clientjoy + Erxes flow

Extend your automation pipeline by connecting CRM, messaging, spreadsheet, and email tools to your core workflow. Pick a combination and activate it in one click.

Supported triggers and actions for Clientjoy and Erxes

Mix and match to build the exact automation you need

What can you automate with Clientjoy + Erxes?

Streamline your agency workflows by connecting Erxes customer interactions directly to your Clientjoy CRM pipeline.

Who is Clientjoy + Erxes integration for?

Connecting Clientjoy and Erxes helps agencies, support teams, and marketers streamline lead capture, customer tracking, and pipeline management without manual data entry.

Did you know?

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

Why choose Integrately to automate Clientjoy + Erxes

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clientjoy or Erxes With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Clientjoy + Erxes Integration

Integrate Clientjoy to Erxes in one click, or tell Integrately AI how you want each form submission handled. Capture submissions, create leads, update customer records, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Clientjoy + Erxes Integration

Capture form submissions, create leads, update customer records, notify your team, and trigger follow-ups, all in just one click.

Create Clientjoy contact for new Erxes contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clientjoy + Erxes flow

Extend your automation pipeline by connecting CRM, messaging, spreadsheet, and email tools to your core workflow. Pick a combination and activate it in one click.

Supported triggers and actions for Clientjoy and Erxes

Mix and match to build the exact automation you need

What can you automate with Clientjoy + Erxes?

Streamline your agency workflows by connecting Erxes customer interactions directly to your Clientjoy CRM pipeline.

Who is Clientjoy + Erxes integration for?

Connecting Clientjoy and Erxes helps agencies, support teams, and marketers streamline lead capture, customer tracking, and pipeline management without manual data entry.

Did you know?

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

Why choose Integrately to automate Clientjoy + Erxes

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clientjoy or Erxes With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click