Integrate Clientify with Outlook
Send information between Clientify and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a welcome email using Outlook when a new company is created in Clientify
Quickly welcome your new clients with a tailored automated welcome email. This flow will dispatch a welcome email through Outlook for newly created companies in Clientify.
How it works
- The flow triggers when a new company is created in Clientify.
- Zoho Flow creates and sends a new email in Outlook.
Initiate a welcome email using Outlook when a new company is created in Clientify
Clientify + Outlook
Create a new contact in Outlook whenever a new contact is created in Clientify
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Outlook whenever a new contact is added in Clientify.
How it works
- The flow triggers when a new contact is created in Clientify.
- Zoho Flow creates a new contact in Outlook.
Create a new contact in Outlook whenever a new contact is created in Clientify
Clientify + Outlook
Build your own integrations between Clientify and Outlook
Connect Clientify and Outlook with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Clientify and Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Email received
Triggers when a new email is received
Event created
Triggers when a new event is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact
Creates a new contact
Create task
Creates a new task
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch user
Fetches the details of an existing user using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Create event
Creates a new event
Create contact
Creates a new contact
Reply to email
Replies to the specified email
Send email
Creates and sends a new email
Flag email
Flags the specified email
Update event
Updates a event by id
Update contact
Updates the details of an existing contact
Fetch calendar
Fetches the details of a calendar by name
Fetch event
Fetches an event by title
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Find contact folder
Finds a folder by name
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
Similar apps
What is Outlook?
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Logic
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Custom functions
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Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
