Clientify

Sales & Marketing

Clientify is an all-in-one CRM and marketing automation platform that helps businesses manage leads, automate sales pipelines, and run digital marketing campaigns. It centralizes customer data and communication to improve conversions and streamline sales processes.

Total Modules (22)

Action

Add a Note to Company

Adds a note to a specific company.

Action

Add a Note to Contact

Adds a note to a specific contact by id.

Action

Add Note to a Deal

Adds a note to specific deal.

Action

Close a Deal

Close the deal with deal id.

Action

Create a Company

Creates a new company.

Action

Create a Contact

Creates a new contact.

Action

Create a Deal

Creates a new deal.

Action

Delete a Company

Deletes a company by id.

Action

Delete a Contact

Deletes a contact by id.

Action

Delete a Deal

Deletes a deal by id.

Action

Get a Company

Get a specific company by id.

Action

Get a Contact

Get a specific contact details.

Action

Get a Contact Deals

Get all deals of a specific contact.

Action

Get a Deal

Get a specific deal details.

Action

Get a Product

Returns details of a specific product.

Search

Get a Contact Custom Fields

Get all custom fields of a contact.

Search

Get a Contact Tasks

Get all tasks of a specific contact.

Search

List all Companies

Return a list of all companies.

Search

List all Contacts

Return all the contacts available for the user.

Search

List all Deals

Returns a list of all deals.

Search

List all Products

Returns a list of all products.

Universal

Make an API Call

Performs an arbitrary authorized API call.

Action Modules (15)

Action

Add a Note to Company

Adds a note to a specific company.

Action

Add a Note to Contact

Adds a note to a specific contact by id.

Action

Add Note to a Deal

Adds a note to specific deal.

Action

Close a Deal

Close the deal with deal id.

Action

Create a Company

Creates a new company.

Action

Create a Contact

Creates a new contact.

Action

Create a Deal

Creates a new deal.

Action

Delete a Company

Deletes a company by id.

Action

Delete a Contact

Deletes a contact by id.

Action

Delete a Deal

Deletes a deal by id.

Action

Get a Company

Get a specific company by id.

Action

Get a Contact

Get a specific contact details.

Action

Get a Contact Deals

Get all deals of a specific contact.

Action

Get a Deal

Get a specific deal details.

Action

Get a Product

Returns details of a specific product.

Universal Modules (01)

Universal

Make an API Call

Performs an arbitrary authorized API call.

Missing a module? Request it here

 

Note: We do not provide API keys or platform credentials for any add-ons or third-party services.
How To Install

Follow our step-by-step instructions to set up this integration within your Make.com environment.

If you do not already have a Make.com account, you can sign up for free and receive 10,000 complimentary operation credits.
Click the link below to create your account and start building automations right away

SignUp at Make.com

After completing your payment, you will receive an email from us containing your unique access code along with a link to install the app.
Please be sure to check your inbox as well as your spam or junk folder if you do not see the email within a few minutes.
To proceed, simply follow the installation link provided in the email to integrate the app into your Organization.

To install the application in your Make organization, please click the button below

Install App

To complete the configuration process, please follow these steps:

Enter all required credentials and configuration fields (if applicable)

Start using your newly installed app and automate your workflows with confidence

Available Category Type

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