{"id":10164,"date":"2024-01-09T10:51:47","date_gmt":"2024-01-09T09:51:47","guid":{"rendered":"https:\/\/close.technology\/plugins\/integrate-clientify-with-magento\/"},"modified":"2026-02-04T08:55:42","modified_gmt":"2026-02-04T07:55:42","slug":"integrate-clientify-with-magento","status":"publish","type":"product","link":"https:\/\/close.technology\/en\/plugins\/integrate-clientify-with-magento\/","title":{"rendered":"Integrate Clientify with Magento"},"content":{"rendered":"\n<p>Integrating Clientify with Magento will allow you to significantly improve the management and personalization of the customer experience in your online store.<\/p>\n\n<p>With this integration, you can optimize customer segmentation, implement more targeted marketing strategies, and offer personalized promotions.<\/p>\n\n<p>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.<\/p>\n\n<p><strong>Integration features:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Synchronization of 2 entities: contacts &#8211; company<\/li>\n\n\n\n<li>Customer segmentation<\/li>\n\n\n\n<li>Sales<\/li>\n\n\n\n<li>Content personalization<\/li>\n\n\n\n<li>Campaign automation<\/li>\n\n\n\n<li>Products<\/li>\n\n\n\n<li>Abandoned carts and missed opportunities<\/li>\n<\/ul>\n\n<figure class=\"gb-block-image gb-block-image-459478fe\"><img decoding=\"async\" width=\"1728\" height=\"1260\" class=\"gb-image gb-image-459478fe\" src=\"https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/integracon-magento-clientify.jpg\" alt=\"Integraco\u0301n Magento Clientify\" title=\"Integraco\u0301n Magento Clientify\" srcset=\"https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/integracon-magento-clientify.jpg 1728w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/integracon-magento-clientify-300x219.jpg 300w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/integracon-magento-clientify-1024x747.jpg 1024w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/integracon-magento-clientify-768x560.jpg 768w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/integracon-magento-clientify-391x285.jpg 391w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/integracon-magento-clientify-1536x1120.jpg 1536w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/integracon-magento-clientify-600x438.jpg 600w\" sizes=\"(max-width: 1728px) 100vw, 1728px\" \/><\/figure>\r\n\n<h2 class=\"wp-block-heading\" id=\"clientify-herramienta-de-marketing\">Clientify: Marketing tool<\/h2>\n\n<p><a href=\"https:\/\/clientify.com\/en\/home\" target=\"_blank\" rel=\"noopener\">Clientify<\/a> is a marketing tool for managing customer relationships. One of Clientify&#8217;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.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"alignleft size-full is-resized\"><img decoding=\"async\" width=\"1024\" height=\"383\" src=\"https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms.png\" alt=\"Clientify Logo Clientify Integration Fnsrooms\" class=\"wp-image-5646\" style=\"width:336px;height:auto\" srcset=\"https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms.png 1024w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms-300x112.png 300w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms-768x287.png 768w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms-450x168.png 450w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms-600x224.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<p>It also includes email marketing features, automation, landing pages, contact forms, social media, and sales tools.<\/p>\n\n<p>It is important for businesses to <strong>capture sales opportunities<\/strong>, 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.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"holded-un-software-de-gestion\">Magento: an online commerce platform<\/h2>\n\n<p><a href=\"https:\/\/business.adobe.com\/mena_en\/products\/commerce.html\" target=\"_blank\" rel=\"noopener\">Magento<\/a> 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.<\/p>\n\n<p>Using Magento in your business <strong>allows you to manage up to one million products on your website<\/strong>. It also <strong>boosts sales<\/strong> by simplifying cross-selling management, facilitating filter searches, and offering a large community that provides support and assistance at all times.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"alignleft size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/upload.wikimedia.org\/wikipedia\/en\/5\/53\/Magento.svg\" alt=\"\" style=\"width:314px;height:auto\"\/><\/figure>\n<\/div>\n<p>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.<\/p>\n\n<h2 class=\"wp-block-heading\"><strong>How do I activate the Clientify-Magento integration?<\/strong><\/h2>\n\n<ul class=\"wp-block-list\">\n<li>To connect Clientify with Magento, first log in to Clientify using your account. Then, to obtain the <strong>API Key<\/strong> in Magento, use the special tool called <strong>SOAP<\/strong>, creating a \u201ckey\u201d designated as API Key.<\/li>\n\n\n\n<li>In the Magento SOAP menu, create a new function that acts as a \u201ctool\u201d with a specific name. Assign permissions to this tool and save it.<\/li>\n\n\n\n<li>Then, in SOAP Users, choose who can use this tool and assign a <strong>SOAP role<\/strong> to that person, providing them with the necessary access for effective use.<\/li>\n<\/ul>\n\n<p>By following these steps, you will have securely and reliably configured the connection between Clientify and Magento.<\/p>\n\n<h2 class=\"wp-block-heading\">To keep in mind<\/h2>\n\n<ul class=\"wp-block-list\">\n<li>The integration works with <strong>MAGENTO 1.X<\/strong> and <strong>MAGENTO 2.X<\/strong>.<\/li>\n\n\n\n<li>Only contacts with <strong>email addresses<\/strong> are synchronized.<\/li>\n\n\n\n<li>Only products that have a unique <strong>SKU<\/strong> or code assigned to each product are synchronized.<\/li>\n\n\n\n<li>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&#8217;s timeline.<\/li>\n<\/ul>\n\n<p>Please <a href=\"https:\/\/close.technology\/en\/contact\/\">contact us<\/a> if you have any questions! We will be happy to answer them.<\/p>\n","protected":false},"excerpt":{"rendered":"<ul>\n<li>Connection of Clientify customer contacts to Magento.<\/li>\n<\/ul>\n","protected":false},"featured_media":10160,"comment_status":"open","ping_status":"closed","template":"","meta":{"inline_featured_image":false},"product_brand":[],"product_cat":[140],"product_tag":[],"class_list":{"0":"post-10164","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-botcamp","7":"sales-flash-overlay","8":"woocommerce-text-align-center","9":"woocommerce-image-align-center","10":"do-quantity-buttons","12":"first","13":"instock","14":"virtual","15":"taxable","16":"purchasable","17":"product-type-subscription"},"_links":{"self":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product\/10164","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/comments?post=10164"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/media\/10160"}],"wp:attachment":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/media?parent=10164"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product_brand?post=10164"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product_cat?post=10164"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product_tag?post=10164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}