Integrate Clientify with Rainbow
Sync Clientify with Rainbow and bring customer management and your communications together
The Clientify integration with Rainbow connects your CRM with your company’s phone system and communications platform. Every call, message or interaction handled in Rainbow can be linked to Clientify contacts, so your sales team always works with the customer’s complete history: data, opportunities and communications in one place.
What is
Integrate Clientify with Rainbow
Bot to integrate Clientify with Rainbow and sync your data across both platforms.
Everything you can do
Call synchronization with the CRM
Calls made or received in Rainbow are logged in Clientify, linked to the contact record.
Centralized communication history
Access calls and related notes from Clientify, so you have the full context before talking to the customer.
Contact identification on calls
When a call comes in, you can see who is calling thanks to the data stored in Clientify.
Automatic activity logging
Each call can be created as an activity or task in Clientify to make sales follow-up easier.
Stable integration with the phone system
Uses Rainbow’s communications layer integrated with your PBX/phone system to manage calls professionally.
Ready to connect your calls with your sales opportunities?
Integrate Clientify with Rainbow and turn every call into a real opportunity inside your CRM.
This way, telephony becomes a natural part of the sales process, without switching screens or losing information along the way.
An integration designed so marketing, sales and customer service speak the same language.
You will need an active Clientify account and a correctly configured Rainbow phone system service.
Main benefits
- Save time by not logging calls by hand in the CRM.
- Reduce errors and information loss in sales management.
- Improve the customer experience thanks to the context available on every call.
- Make it easier to follow up on opportunities with a complete communication history.
- Align your sales and customer service teams around the same information.
How does it work?
- Set up your phone system and your Rainbow account according to the provider’s documentation.
- Request or generate the credentials needed for the integration.
- Go to the integrations section in Clientify.
- Enter the Rainbow connection details and validate the integration.
From then on, calls handled with Rainbow can be logged and viewed from Clientify.
Clientify: Marketing tool
Clientify is a marketing and sales CRM platform that helps you capture leads, follow up on opportunities and automate your communications.
It also includes features for:
- Email Marketing
- Automations
- Landing Pages
- Contact Forms
- Social Media
- Sales tools (sales CRM)
It is an essential platform for capturing sales opportunities, nurturing them and managing the entire sales process, from first contact to close.
Rainbow: phone system and unified communications
Rainbow is a business communications platform that integrates with phone systems and PBXs to provide cloud telephony, messaging and collaboration. It lets you manage calls, audio and video conferences, as well as the company’s internal and external communication, from a single solution.
With Rainbow you can:
- Connect your company’s phone system to a cloud platform.
- Manage voice calls and conferences.
- Integrate telephony with digital tools such as the CRM.
- Manage numbering, prefixes and dialing rules from a central panel.
- Improve coordination between teams thanks to faster communication.
A solution designed to professionalize telephony and connect your communications with your business processes.
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
