Clientify + Rezdy
Create new Clientify contacts when customers are created in Rezdy
Establish a seamless connection between Rezdy and Clientify with this easy-to-implement workflow. When a new customer profile is created in Rezdy, a contact is instantly made within Clientify. This keeps your contact management updated and helps maintain uniformity. Great for businesses seeking to improve efficiency and eliminate the need for manual data entry.
Establish a seamless connection between Rezdy and Clientify with this easy-to-implement workflow. When a new customer profile is created in Rezdy, a contact is instantly made within Clientify. This keeps your contact management updated and helps maintain uniformity. Great for businesses seeking to improve efficiency and eliminate the need for manual data entry.
- When this happens...Customer Created
Triggers when a new customer is created. This will also be triggered when an order is created for a new customer.
- automatically do this!Create Contact
Creates a Contact in Clientify
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Customer Created
Triggers when a new customer is created. This will also be triggered when an order is created for a new customer.
Try ItOrder Updated
Triggers when an existing order is updated.
Try ItNew Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try It
