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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
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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.
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Initiate a welcome email using Outlook when a new company is created in Clientify
Clientify + Outlook
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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.
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Create a new contact in Outlook whenever a new contact is created in Clientify
Clientify + Outlook
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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
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Task created
Triggers when a new task is created
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Deal created
Triggers when a new deal is created
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Company created
Triggers when a new company is created
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Contact created
Triggers when a new contact is created
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Email sent
Triggers when a new email is sent
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Event created
Triggers when a new event is created
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Email received
Triggers when a new email is received
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Task created
Triggers when a new task is added to the selected list
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Event updated
Triggers when the details of an existing event are updated
All Actions - Actions are the automated tasks
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Create task
Creates a new task
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Create deal
Creates a new deal
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Create contact
Creates a new contact
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Fetch user
Fetches the details of an existing user using ID
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Fetch company
Fetches the details of an existing company using ID
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Fetch task
Fetches the details of an existing task using ID
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Fetch deal
Fetches the details of an existing deal using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Forward event
Forwards an event request to the specified recipients
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Create task
Creates a new task in the selected list
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Flag email
Flags the specified email
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Send email
Creates and sends a new email
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Create contact
Creates a new contact
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Create event
Creates a new event
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Reply to email
Replies to the specified email
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Update task
Updates the details of an existing task in the selected list
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Update contact
Updates the details of an existing contact
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Update event
Updates the details of an existing event
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Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
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Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
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Find contact folder
Finds a folder by name
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Fetch calendar
Fetches the details of a calendar by name
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Fetch task
Fetches the details of an existing task by title or ID from the selected list
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.
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