Integrate Clientify with SuiteCRM
Sync Clientify with your CRM automatically
Connect Clientify with SuiteCRM and keep all your data synchronized automatically. Forget about duplicating information manually and save hours of work every week.
What is
Integrate Clientify with SuiteCRM
Integration that automatically syncs contacts, leads, companies, products and opportunities between Clientify and SuiteCRM, with real-time webhooks and no manual data duplication.
Everything you can do
Save time
No more copying and pasting data between systems.
Always up-to-date data
Automatic two-way synchronization.
360° view
All your customer information in one place.
Real time
Webhooks for instant synchronization.
Complete pipeline
Manage your opportunities with all SuiteCRM stages.
Complete history
Calls, meetings and notes synchronized automatically.
Ready to sync your data?
Activate the SuiteCRM integration and start saving time today.
What gets synchronized?
Two-way synchronization:
- Contacts – Keep your contacts up to date on both platforms
- Leads – Manage your leads from SuiteCRM and view them in Clientify
- Companies – Sync companies with billing and shipping addresses
- Products – Product catalog always up to date
- Opportunities/Deals – Sync your sales opportunities with a complete pipeline
Synchronization from SuiteCRM to Clientify:
- Quotes – All your quotes available in Clientify
- Calls – Complete call history in the timeline
- Meetings – Automatic check-ins for your meetings
- Notes – All your notes synchronized in real time
Real-time webhooks:
- When you create or modify a contact in Clientify, it is automatically updated in SuiteCRM
Technical features
- Two-way synchronization of contacts, companies and products
- Smart conflict resolution (updates the most recent record)
- “suitecrm” pipeline created automatically with 10 standard stages
- Automatic custom fields for deals
- Secure SOAP authentication with automatic token renewal
- Full mode (complete synchronization) and Modified mode (recent changes only)
Includes:
- Unlimited data synchronization
- Technical support
- Updates and improvements
- Initial setup
How does it work?
- Set up your SuiteCRM credentials (URL, username and password)
- The integration connects automatically
- Choose full synchronization or recent changes only
- Enjoy your data synchronized automatically!
Requirements
- Active SuiteCRM account with SOAP API access
- User with read/write permissions on the required modules
- Active PREMIUM integration in Clientify
Details and compatibility
SuiteCRM connection
SOAP API
Clientify plan
PREMIUM integration
Help and support
What people who use it are saying
VAT included · Digital license
The subscription includes
- Updates for the entire term of your license
- Priority technical support by email
- Installation on 1 website
