Bind ERP + Clientify

Bind ERP + Clientify integrations

Create new Bind ERP prospects from new Clientify contacts

Boost your efficiency with this seamless workflow. Whenever you add a new contact in Clientify, it instantly transforms into a prospect in Bind ERP. This process ensures that your sales funnel stays updated and organized, eliminating the need for manual data transfer. Streamline your customer management and leverage this simple way to ensure no contact slips through the cracks.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create ProspectCreates a new prospect.
ActionWrite

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More things you can do with Clientify and Bind ERP

Discover other triggers and actions you can use with Clientify and Bind ERP

- Tag
  Required
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Task
Triggers when a new task is created in clientify.
Trigger
Polling
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- First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
Action
Write
- Contact
  Required
- Order Date
- Order Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write

New Invoice
Triggers when a new Invoice is created.
Trigger
Instant
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New Activity
Triggers when a new activity is scheduled on the calendar.
Trigger
Instant
Try It

New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- Title
  Required
- Comment
  Required
- Start Date
  Required
- End Date
  Required
- Event Type
  Required
- Is Public
  Required
- Is Repeatable
  Required
- Repetitions
- Repeat Interval
- Repeat Interval Length
Action
Write

New Company
Triggers when a new company is created in clientify.
Trigger
Polling
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New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
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- Contact
  Required
- Abandoned Date
- Cart Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write
- Deal name
  Required
- Deal amount
  Required
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write
- Email
- Phone
- Full Name
- VAT Number
Action
Search
New Product
Triggers when a new product is added.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is created.
Trigger
Instant
Try It
Update Inventory
Triggers when a product's Inventory is updated.
Trigger
Instant
Try It
- Name
  Required
- Company
- Email
- Comments
- Phone
- Phone Extension
- Is Public
Action
Write

About Bind ERP

Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.

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Related categories

Accounting

About Clientify

Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.

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Related categories

CRM (Customer Relationship Management)

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