Clientjoy Integrations

CRM (Customer Relationship Management)

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Integrate Webhooks by Zapier with Clientjoy

Integrate Webhooks by Zapier with Clientjoy

Webhooks by Zapier

Developer Tools, Zapier

Integrate Google Sheets with Clientjoy

Integrate Google Sheets with Clientjoy

Google Sheets

Google, Spreadsheets

Integrate Gmail with Clientjoy

Integrate Gmail with Clientjoy

Gmail

Email, Google

Integrate Google Forms with Clientjoy

Integrate Google Forms with Clientjoy

Google Forms

Forms & Surveys, Google

Integrate ClickUp with Clientjoy

Integrate ClickUp with Clientjoy

ClickUp

Project Management

Integrate Paths by Zapier with Clientjoy

Integrate Paths by Zapier with Clientjoy

Paths by Zapier

Developer Tools, Zapier

Integrate TidyCal with Clientjoy

Integrate TidyCal with Clientjoy

TidyCal

Calendar

Integrate Calendly with Clientjoy

Integrate Calendly with Clientjoy

Calendly

Scheduling & Booking

Integrate Facebook Lead Ads with Clientjoy

Integrate Facebook Lead Ads with Clientjoy

Facebook Lead Ads

Ads & Conversion, Facebook

Integrate Webhooks by Zapier with Clientjoy

Integrate Webhooks by Zapier with Clientjoy

Webhooks by Zapier

Developer Tools, Zapier

Integrate Google Sheets with Clientjoy

Integrate Google Sheets with Clientjoy

Google Sheets

Google, Spreadsheets

Integrate Gmail with Clientjoy

Integrate Gmail with Clientjoy

Gmail

Email, Google

Integrate Google Forms with Clientjoy

Integrate Google Forms with Clientjoy

Google Forms

Forms & Surveys, Google

Integrate ClickUp with Clientjoy

Integrate ClickUp with Clientjoy

ClickUp

Project Management

Integrate Paths by Zapier with Clientjoy

Integrate Paths by Zapier with Clientjoy

Paths by Zapier

Developer Tools, Zapier

Integrate Webhooks by Zapier with Clientjoy

Integrate Webhooks by Zapier with Clientjoy

Webhooks by Zapier

Developer Tools, Zapier

Integrate Google Sheets with Clientjoy

Integrate Google Sheets with Clientjoy

Google Sheets

Google, Spreadsheets

Integrate Gmail with Clientjoy

Integrate Gmail with Clientjoy

Gmail

Email, Google

Integrate Google Forms with Clientjoy

Integrate Google Forms with Clientjoy

Google Forms

Forms & Surveys, Google

Integrate ClickUp with Clientjoy

Integrate ClickUp with Clientjoy

ClickUp

Project Management

Integrate Paths by Zapier with Clientjoy

Integrate Paths by Zapier with Clientjoy

Paths by Zapier

Developer Tools, Zapier

Integrate TidyCal with Clientjoy

Integrate TidyCal with Clientjoy

TidyCal

Calendar

Integrate Calendly with Clientjoy

Integrate Calendly with Clientjoy

Calendly

Scheduling & Booking

Integrate Facebook Lead Ads with Clientjoy

Integrate Facebook Lead Ads with Clientjoy

Facebook Lead Ads

Ads & Conversion, Facebook

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Quickly automate Clientjoy integrations with Zapier's templates

Log new Clientjoy leads in Google Sheets
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Clientjoy + Google Sheets
Post messages in Slack when new leads are added to Clientjoy
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Clientjoy + Slack
Create ClickUp folders for new Clientjoy customers
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Clientjoy + ClickUp
Create Clientjoy leads from new Calendly invitees
Details
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Calendly + Clientjoy

Create new Clientjoy leads from GetResponse contacts effortlessly
Details
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GetResponse + Clientjoy

Create tasks in ClickUp when lead stages are updated in Clientjoy
Details
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Clientjoy + ClickUp

Log new Clientjoy leads in Google Sheets

Clientjoy + Google Sheets

Post messages in Slack when new leads are added to Clientjoy

Clientjoy + Slack

Create ClickUp folders for new Clientjoy customers

Clientjoy + ClickUp

Create Clientjoy leads from new Calendly invitees

Calendly + Clientjoy

Create new Clientjoy leads from GetResponse contacts effortlessly

GetResponse + Clientjoy

Create tasks in ClickUp when lead stages are updated in Clientjoy

Clientjoy + ClickUp

Supported triggers and actions

What does this mean?

- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- StageRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Choose WorkspaceRequired
- Lead Email (optional)
- Lead Id (optional)
Action
Write

- Choose WorkspaceRequired
- Choose Activity TypeRequired
- Activity Name
- Guests
- Starts AtRequired
- Ends AtRequired
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Choose WorkspaceRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)Required
- Discount value
- When to apply discount?Required
- Is this a recurring Invoice?Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
Action
Write
- Choose WorkspaceRequired
- Please choose whether Proposal is for a Lead or CustomerRequired
- Recipient NameRequired
- Recipient EmailRequired
- Name of the Proposal or TitleRequired
- Proposal expiry date
- Choose your custom proposal template
- Choose from Clientjoy's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit (e.g. hours, months, etc.)
- Quantity
- Item Rate
- Choose Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
Action
Write
- WorkspaceRequired
- Lead IdRequired
- Name
- Email
- Phone
- Company
- Title
- StageRequired
- SourceRequired
- OwnerRequired
- CurrencyRequired
- Deal size
- Conversion Probablity
- Website
- PrivacyRequired
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose WorkspaceRequired
- Field To Search ByRequired
Action
Search
- Clientjoy WorkspaceRequired
- Field To Search ByRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write

- WorkspaceRequired
Trigger
Instant
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- In which workspace you need to add the Customer?Required
Trigger
Instant
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- In which workspace you need to add the Lead?Required
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Email id of Proposal's receiver (optional)
- Clientjoy ID of Proposal
Action
Write
- Clientjoy WorkspaceRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- Workspace in ClientjoyRequired
- Lead's nameRequired
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal SizeRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write
- WorkspaceRequired
- Customer IdRequired
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- CurrencyRequired
- OwnerRequired
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
Action
Write
- WorkspaceRequired
- Field To Search ByRequired
Action
Search
- Choose the workspaceRequired
- Team member's email or Full nameRequired
Action
Search
- Workspace in ClientjoyRequired
- Field To Search ByRequired
- Lead's nameRequired
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal SizeRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Search or write

About Clientjoy

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.

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CRM (Customer Relationship Management)

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