Pipedrive integration with Clientify
How to Add new Pipedrive persons to Clientify as contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Pipedrive persons to Clientify as contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Clientify integrations
Clientify actions
Nekton can use any feature that is available in Clientify API.
Using our advanced AI, you can easily create custom automations for Clientify.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a Contact in Clientify
Create Order
Creates a Order
Create Abandoned Cart
Creates an Abandoned Cart
Create Deal
Creates a Deal in Clientify
Find Contact
Search contacts
Tag Added to Contact
Triggers when a tag is added to a contact
About Clientify
Clientify is a marketing and sales automation platform to easily grow your business. It includes all the marketing tools, in just one place