Integrate Clientify with Almis
Connect your CRM with your financial business management system
The Clientify–Almis integration automatically synchronizes the contacts and sales data in your CRM with your management system, eliminating manual tasks, errors and duplicates.
What is
Integrate Clientify with Almis
Bot for integrating Clientify with Almis: synchronize your data across both platforms.
Everything you can do
Automatic synchronization of contacts and sales data
Leads generated in Clientify are registered in Almis as contacts or business entities without manual intervention.
Up-to-date, consistent data
Name, email, phone, company and other relevant fields stay synchronized between both platforms.
Sales origin and context preserved
Clientify tags, campaigns or notes accompany the contact in Almis to make financial or administrative follow-up easier.
Information geared to business management
Interaction history, notes and useful sales data are available in Almis to improve internal operations and decision-making.
Secure API connection
Smooth communication between Clientify and Almis with no manual processes or risk of delays.
Ready to connect your campaigns with your business management?
Integrate Clientify with Almis and take every lead beyond digital acquisition.
This way, you connect customer acquisition with the administrative and financial management of your business, ensuring continuity from the lead to your internal processes.
You will need an active Clientify account and access to the Almis API to complete the connection.
Main benefits
Save time by eliminating repetitive data entry tasks.
Avoid errors and duplicates between marketing and financial management.
Improve the productivity of sales and administrative teams.
Unify your data in a continuous flow between marketing and business management.
Get a complete view from the first interaction through to resource and operations management.
How does it work?
- Get your credentials and connection parameters from Almis.
- Go to the integrations panel in Clientify.
- Enter the credentials and configure the parameters as required by Almis.
- Verify the connection and run the first synchronization.
From then on, Clientify contacts and leads are created and updated automatically in Almis.
Clientify: Marketing and CRM tool
Clientify is a marketing and sales tool that lets you capture and manage leads, automate communications, create landing pages, schedule emails, organize tasks and visualize your sales pipeline.
Key Clientify features:
- 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 closing.
Almis: Business management platform
Almis is a management platform designed to simplify the administration of resources, operations and processes within an organization. Its software offers features to manage inventory, automated invoicing, purchasing and sales, as well as analytical reports that help assess business performance and speed up decision-making.
Key Almis features
- Financial and accounting management.
- Invoicing and control of income and expenses.
- Customer and supplier management.
- Control of operations and internal processes.
- Reports and analysis for decision-making.
- Modular and scalable platform.
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
