Integrate Clientify with Wilapp
Connect marketing with your company’s internal management.
The Clientify–Wilapp integration lets the leads generated by your marketing campaigns flow automatically into your ERP to continue their sales, administrative and invoicing process. Your team avoids manual tasks, works with up-to-date data and keeps a continuous workflow between lead capture, sales and internal management.
What is
Integrate Clientify with Wilapp
Integrate Clientify with Wilapp and manage your business efficiently.
Everything you can do
Automatic sync Clientify → Wilapp
Every contact captured in Clientify is registered directly in Wilapp.
Essential data updates
Information such as name, email, phone or company is kept in sync.
Continuity in the sales process
From digital lead capture to quotes, orders or invoices in Wilapp.
Segmentation by lead source
Clientify tags and sources can be used for internal classifications in Wilapp.
Secure API connection
Smooth communication between both platforms with no manual processes or delays.
Ready to sync your data?
Launch the integration and automate your sales flow starting today.
This connection helps marketing and administration work in a coordinated way, always using the same information in both systems.
You will need a Clientify Enterprise account and access to the Wilapp API.
Main benefits
- Save time by eliminating repetitive tasks.
- Avoid errors and duplicates between departments.
- Improve the productivity of your sales and administrative team.
- Get a clearer pipeline, from lead capture to invoicing.
- Unify your data in a continuous flow between marketing and ERP.
How does it work?
- Get your API credentials from Wilapp.
- Log in to Clientify and open the integrations section.
- Enter your Wilapp details.
- Activate the connection and check the initial sync.
From then on, the flow of marketing and internal management information between Clientify and Wilapp is connected.
Clientify: Marketing 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.
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 closing.
Wilapp: invoicing and management ERP
Wilapp is a cloud ERP that centralizes the internal management of companies of any size. It lets you manage key business areas in a simple, connected way:
- Sales and CRM.
- Purchasing and suppliers.
- Warehouse and inventory.
- Projects and operations.
- Finance and administration.
A tool designed to improve organization, reduce manual processes and give you a clear view of the state of your business at all times.
Details and compatibility
Requirements
Clientify Enterprise + Wilapp API
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
