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Clientjoy + OpenPhone

Add new Clientjoy leads to OpenPhone as contacts

Easily manage your new leads from Clientjoy by updating your contacts in OpenPhone with this handy workflow. Once set up, every time a new lead is added in Clientjoy, the system will create or update a contact in OpenPhone accordingly. Stay organized and make communication seamless with this efficient automation.

Easily manage your new leads from Clientjoy by updating your contacts in OpenPhone with this handy workflow. Once set up, every time a new lead is added in Clientjoy, the system will create or update a contact in OpenPhone accordingly. Stay organized and make communication seamless with this efficient automation.

  1. When this happens...
    ClientjoyClientjoy
    New Lead Is Added

    Triggers when a new Lead is added in Clientjoy

    TriggerInstant
  2. automatically do this!
    OpenPhoneOpenPhone
    Create or Update Contact

    Creates a contact or updates an existing contact.

    ActionWrite
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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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    • 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
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clientjoy logo

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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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Related categories