Clientify + UpViral

Create new Clientify contacts from UpViral leads effortlessly

Easily manage new leads from UpViral by automatically creating a contact in Clientify. With this efficient workflow, you'll save time and ensure that every lead is added to your Clientify account. Seamless lead management has never been easier.

When this happens...
New Lead
Triggers when a new lead is added.
TriggerPolling
automatically do this!
Create Contact
Creates a Contact in Clientify
ActionWrite

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Supported triggers and actions

- CampaignRequired
Trigger
Polling
Try It
- CampaignRequired
- Email AddressRequired
- Name
Action
Write
- CampaignRequired
- EmailRequired
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

- ContactRequired
- Abandoned Date
- Cart IdRequired
- E-commerce
- Shop Name
- Order UrlRequired
- CurrencyRequired
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- PriceRequired
- QuantityRequired
- DiscountRequired
Action
Write
- Deal nameRequired
- Deal amountRequired
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write

- Email
- Phone
- Full Name
- VAT Number
Action
Search

- CampaignRequired
Trigger
Polling
Try It
- CampaignRequired
- Email AddressRequired
- PointsRequired
Action
Write
- TagRequired
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
Try It
- 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
- ContactRequired
- Order Date
- Order IdRequired
- E-commerce
- Shop Name
- Order UrlRequired
- CurrencyRequired
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- PriceRequired
- QuantityRequired
- DiscountRequired
Action
Write