CRM · 2 triggers · 5 actions
Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users. Add Clientify to your Stream Deck workflows with guided setup for the connection details it needs.
Add Clientify to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesEvents that start your workflow automatically.
Emit new event when a task is completed.
Emit new event when a new contact is created.
Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Clientify. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Clientify action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to a Stream Deck button, or skip the button: Clientify triggers can start it automatically when events happen.
Sign up for free and start building Clientify workflows in minutes.