Platform.ly + Clientify Integration

Connect Platform.ly to Clientify in 1 click

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Platform.ly + Clientify Integration

Create Clientify contact for new Platform.ly contact

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 Platform.ly 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 Platform.ly contact 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 Platform.ly and Clientify. Just use this Platform.ly - Clientify integration to streamline your contact management and make your life easier.
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Platform.ly + Clientify Integration
1.
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
  • Clientify
    New contact is created in Clientify
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    New deal is created in Clientify
  • Clientify
    New task is created in Clientify
  • Clientify
    New company is created in Clientify
2.
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add a note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly
  • 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 a deal in Clientify
  • Clientify
    Close a deal in Clientify
  • Clientify
    Create a task in Clientify
  • Clientify
    Create an order in Clientify
  • Clientify
    Get a company in Clientify
  • Clientify
    Create an abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete a product in Clientify
  • Clientify
    Create a product in Clientify
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