Nutshell + Clientify Integration

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Nutshell + Clientify Integration

Create Clientify contact for new Nutshell person

Creating a new Clientify contact for every new Nutshell person 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 Nutshell - 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 Nutshell systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Nutshell + Clientify Integration
1.
  • Nutshell
    Person is created in Nutshell Instant
  • Nutshell
    Activity is created in Nutshell Instant
  • Nutshell
    Lead is created in Nutshell Instant
  • Nutshell
    Lead is won in Nutshell Instant
  • Nutshell
    Company is created in Nutshell Instant
  • 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.
  • Nutshell
    Create person in Nutshell
  • Nutshell
    Search person in Nutshell
  • Nutshell
    Create lead in Nutshell
  • Nutshell
    Update lead in Nutshell
  • Nutshell
    Search lead in Nutshell
  • Nutshell
    Create company in Nutshell
  • Nutshell
    Search account in Nutshell
  • Nutshell
    Get contact by ID in Nutshell
  • 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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