Car dealerships
E-commerce
Tourism and recreation
Machinery
Events
Real estateClientify integration
We connect Clientifywith your system.
Every form, enquiry or sale reaches Clientify with the contact, the deal and the assigned sales rep, from your site, your store, your ERP or a custom-built system. No switching systems and no copying leads by hand.
Free diagnostic. Integrations from CLP 490,000 + VAT, in a single payment.
Your systemSite, store, ERP or custom
ClientifyYour CRMEvery lead arrives with its sales rep assigned.
What changes in your business
No lead gets lost
Every form on your site, every order and every enquiry reaches Clientify instantly, even when nobody is watching the inbox.
Every lead to the right sales rep
Assigned automatically by branch, product, area or rotation, with your team's rules, and the rep gets an alert.
It arrives with the full context
The product, the price, the link and what the customer wrote stay on the deal. Nobody has to ask again.
You know which channel sells
Every lead is tagged with the form or campaign it came from, so you see what brings sales and what doesn't.
One customer, one record
If the contact already exists, it's updated and the new deal is added to it, instead of creating another.
Less work, less stress
Nobody copies leads from email into the CRM or hands out enquiries by hand. Your team answers and sells.
How it connects
Your site and your systems stay as they are: every lead reaches Clientify with its full context, and what happens in Clientify can come back to your system. These are some of the systems we can connect; if yours isn't here, or it's custom-built, we connect it too.
Your site or system
Your site's forms, your online store, your ERP or your own system. You don't have to change it.
Clientify
Contacts, deals, stages, sales reps and your own fields, through its API.
- Email, Phone alert, Your dashboardYour sales teamEvery lead assigned, with an alert to the rep
- WhatsApp, Vambe, OpenAI, Claude, GeminiWhatsApp and AIThe conversation continues where the customer is
- Bsale, Defontana, Odoo, SAPClosed salesFrom the won deal to your ERP or invoicing
- Automated emails, SegmentsCampaignsEvery contact joins the right sequence
- Daily summary, AlertsReportsLeads and sales by channel and by rep
Clientify and the other trademarks and logos belong to their owners, and are shown as examples of systems that can be integrated. Codeform is not part of Clientify or endorsed by Clientify: we connect through its API.
What syncs
We decide with you what travels each way and when. This is what usually gets connected.
Your systemClientify
Contacts without duplicates
Before creating a contact we check whether it already exists by email or phone, and if it does we update it.
Deals
With the product, the amount and the pipeline stage where it should start.
Assigned sales rep
By branch, product, area or rotation, following your team's rules.
Your own fields
The source, the campaign, the product link or any detail your team uses to sell.
ClientifyYour system
Stage changes
When a deal moves along the pipeline, your system knows right away.
Closed sales
A won deal can reserve the stock, create the order or request the invoice.
Updated details
If your team corrects a phone or an email in Clientify, the change reaches your system.
Your pipeline in numbers
Leads, stages and sales by channel on your own dashboard or in a daily summary.
It works with what you already use
If your site or system has forms, an API, a database or exports a spreadsheet, we can connect it. Your own custom-built system too, whether your team or another provider built it.
Excel
Sheets
- Custom systems
CarOutlet
CarOutlet receives leads from several forms: credit applications and cars people offer to sell. Each one reaches Clientify as a contact and a deal in the new-leads stage, with the car, the published price, the listing's link and the account manager of the branch where the car is. Each form is tagged as a separate source, and when the lender responds, the operation number is written to the same deal.
CarOutlet in numbers
What it costs
FromCLP 490,000+ VAT
In a single payment.
That's the price of a basic integration: the forms on your site or system creating the contact and the deal in Clientify, without duplicates and with the sales rep assigned.
No fees per lead
We don't charge per contact, per lead or per sale. Clientify only charges its usual plan.
No limits
A few leads or thousands a month: we don't charge more for it.
A fixed price
Before we start you know exactly what you'll pay. No surprises at the end.
A free diagnostic
In 30 minutes we look at your case and tell you where to start, with no commitment.
Need more?
Closed sales flowing into your ERP, automated campaigns, several pipelines or finer assignment rules are quoted after the diagnostic, also at a fixed price. You can start with the basics and add the rest when you need it. If you'd like us to keep the integration up to date, there are monthly plans.
See monthly plansHow we work
Free diagnostic
In 30 minutes we look at where your leads come from today, how your team shares them out and where they get lost.
A proposal with a fixed price
We send you the scope, the timeline and the price, starting with what saves you the most work.
We connect and test
We connect your account with an integration key and test with sample leads before switching each form on.
Maintenance, if you want it
Forms, fields and APIs change. With a monthly plan we make those adjustments so nothing stops.
See the monthly plans
Frequently asked questions
Do I have to switch systems?
No. The integration connects to what you already use: your site, your online store, your ERP or your own system, and your team keeps working in Clientify as usual.
What if my system is custom-built?
That works too. If it has an API or a database, we connect there. If it has neither, we find another way, such as an automatic export or a small module inside the system itself.
Can you connect the forms on my site?
Yes, whether they're on WordPress, your store or a custom-built site. Each form can arrive as a separate source, so you know where every lead comes from.
Do contacts get duplicated?
No. Before creating a contact we check whether it already exists by email or phone; if it does, we update it and add the new deal to it.
Can you assign each lead to the right sales rep?
Yes: by branch, product, area or rotation, with the rules your team uses. It's what we do for CarOutlet, where every lead goes to the account manager of the branch where the car is.
How much does it cost?
A basic integration starts at CLP 490,000 + VAT, in a single payment: your site's forms creating the contact and the deal in Clientify. If you need more, like closed sales flowing into your ERP or automated campaigns, we send you a fixed price after the diagnostic.
Do I have to give you my account password?
No. The connection uses an integration key (API) generated in your Clientify account, not your password.
What happens if Clientify changes something?
It can happen: fields, stages or its API change. With a monthly maintenance plan we make those adjustments so your leads keep arriving.
Tell us how yourleads arrive.
Tell us where your leads come from today and how your team shares them out. In 30 minutes we'll tell you where to start and what it would cost, free and with no commitment.