Integrate Clientify with Magento

In addition, synchronization between Clientify and Magento will simplify the tracking of customer interactions, making it easier to tailor your offering to their needs and preferences.

Clientify: Marketing tool

Clientify is a marketing tool for managing customer relationships. One of Clientify’s features is contact management, as it allows you to import contacts from social media and then interact with them within the tool, such as creating tasks, scheduling meetings, etc.

It also includes email marketing features, automation, landing pages, contact forms, social media, and sales tools.

It is important for businesses to capture sales opportunities, and Clientify allows you to carry out a complete sales process with customers, checking whether or not the sale was closed or who was involved.

Magento: an online commerce platform

Magento is an open-source e-commerce platform developed for creating online stores. It allows you to control all aspects of your store, from the appearance and layout of your products to customer interaction and order management.

Using Magento in your business allows you to manage up to one million products on your website. It also boosts sales by simplifying cross-selling management, facilitating filter searches, and offering a large community that provides support and assistance at all times.

Magento is a comprehensive and efficient solution for managing your business intuitively and effectively. Now, managing design, products, customer interaction, and orders is simpler and more efficient.

How do I activate the Clientify-Magento integration?

• To connect Clientify with Magento, first log in to Clientify using your account. Then, to obtain the API Key in Magento, use the special tool called SOAP, creating a “key” designated as API Key.
• In the Magento SOAP menu, create a new function that acts as a “tool” with a specific name. Assign permissions to this tool and save it.
• Then, in SOAP Users, choose who can use this tool and assign a SOAP role to that person, providing them with the necessary access for effective use.

By following these steps, you will have securely and reliably configured the connection between Clientify and Magento.

To keep in mind

• The integration works with MAGENTO 1.X and MAGENTO 2.X.
• Only contacts with email addresses are synchronized.
• Only products that have a unique SKU or code assigned to each product are synchronized.
• For each sale in Magento, an Order will be created in Clientify and an Opportunity linked to that Order. The Order can be viewed in the contact’s timeline.