Clientify + Micole

Clientify + Micole integrations

Create new Clientify contacts from new leads in Micole

When a new prospect enters your purview through the Micole app, you need to swiftly initiate client correspondence. This workflow comes into play to make that transition smooth and efficient. As soon as a new lead is flagged in Micole, it creates a contact in Clientify for you. This seamless exchange of information ensures you can reach out to potential clients promptly and professionally. Experience optimized productivity and never miss a beat with this workflow.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create ContactCreates a Contact in Clientify
ActionWrite

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More things you can do with Micole and Clientify

Discover other triggers and actions you can use with Micole and Clientify

Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
- Tag
  Required
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
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 Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
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)

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About Micole

Micole is a platform connecting schools quickly and easily with interested families.

HelpHelp

Related categories

CRM (Customer Relationship Management)