Clientify + Keystone Academic Solutions

Clientify + Keystone Academic Solutions integrations

Create new Clientify contacts from new leads in Keystone Academic Solutions

When you get a new lead in Keystone Academic Solutions, it's vital to add it to your Clientify contact list straight away. This workflow simplifies the process by instantly creating a contact in Clientify as soon as a new lead emerges in Keystone Academic Solutions. Stay organized, enhance communication and ensure no potential customer slips through the cracks by streamlining your lead management process.

When this happens...
New LeadTriggers when a new lead is sent from SmartHub to Zapier.
TriggerInstant
automatically do this!
Create ContactCreates a Contact in Clientify
ActionWrite

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More things you can do with Keystone Academic Solutions and Clientify

Discover other triggers and actions you can use with Keystone Academic Solutions and Clientify

New Lead
Triggers when a new lead is sent from SmartHub to Zapier.
Trigger
Instant
Try It
- Tag
  Required
Trigger
Polling
Try It
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

Create Lead
Creates a new lead.
Action
Write
New Company
Triggers when a new company is created in clientify.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
Try It
- 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

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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Keystone Academic Solutions

Keystone Academic Solutions is a platform for higher education marketing and student enrollment.