Clientify + Salesforce
Create Salesforce records from new Clientify deals for improved data management
Stay on top of client progress in Salesforce. Once a new deal arises in Clientify, this workflow updates your Salesforce data immediately. Maintain an organized database and eliminate tedious manual updates, creating a more efficient business operation.
Stay on top of client progress in Salesforce. Once a new deal arises in Clientify, this workflow updates your Salesforce data immediately. Maintain an organized database and eliminate tedious manual updates, creating a more efficient business operation.
- When this happens...New Deal
Triggers when a new deal is created in Clientify.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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TagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try ItFirst 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
New Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired
Deal nameRequired
Deal amountRequired
Pipeline Stage
Expected Close Date
Deal Custom Fields
Contact API URL
Deal Owner
