{"id":11698,"date":"2026-01-27T12:48:14","date_gmt":"2026-01-27T11:48:14","guid":{"rendered":"https:\/\/close.technology\/?post_type=product&p=11698"},"modified":"2026-11-09T18:36:06","modified_gmt":"2026-11-09T17:36:06","slug":"integra-clientify-con-factusol","status":"publish","type":"product","link":"https:\/\/close.technology\/en\/botcamp\/integra-clientify-con-factusol\/","title":{"rendered":"Integrate Clientify with Factusol"},"content":{"rendered":"\n
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Integrate Clientify with Factusol<\/h1>\n\n\n

Connect your campaigns and your CRM with invoicing and business operations management<\/p>\n\n\n\n

The Clientify\u2013Factusol integration automatically synchronizes the contacts and sales data from your campaigns with your invoicing and business management software, eliminating manual tasks, errors and duplicates.<\/p>\n<\/div>\n\n\n\n

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What is<\/p>\n\n\n

Integrate Clientify with Factusol<\/h2><\/div>\n\n\n

Bot for integrating Clientify with Factusol: synchronize your data across both platforms. <\/p><\/div>\n\n\n

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Everything you can do<\/strong><\/h2>\n\n\n\n
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Automatic synchronization of leads and contacts<\/h4>\n\n\n\n

Contacts captured in Clientify are registered in Factusol automatically, eliminating manual tasks.<\/p>\n<\/div>\n\n\n\n

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Consistent sales data<\/h4>\n\n\n\n

Basic fields such as name, email, phone, company and other contact details stay up to date across both platforms.<\/p>\n<\/div>\n\n\n\n

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Sales context preserved<\/h4>\n\n\n\n

Clientify tags, notes or campaigns are carried over to provide useful context within Factusol.<\/p>\n<\/div>\n\n\n\n

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Secure API connection<\/h4>\n\n\n\n

Smooth communication between Clientify and Factusol with no manual processes or delays.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Ready to connect your campaigns with your business management?<\/h2>\n\n\n\n

Integrate Clientify with Factusol and follow every lead from first contact to its actual management as a customer.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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This way, you connect digital acquisition with the actual management of invoicing, stock and operations within your company, ensuring continuity from the lead to your internal processes.<\/p>\n\n\n\n

You will need an active Clientify account and access to the Factusol API to complete the connection.<\/p>\n\n\n\n

Main benefits<\/h3>\n\n\n\n

Eliminate repetitive tasks between marketing and invoicing.<\/p>\n\n\n\n

Reduce data errors and duplicates.<\/p>\n\n\n\n

Increase the productivity of sales and administrative teams.<\/p>\n\n\n\n

Unify your data in a continuous flow between marketing and business management.<\/p>\n\n\n\n

Improve operational efficiency and information visibility.<\/p>\n\n\n\n

How does it work?<\/h3>\n\n\n\n
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  1. Get your credentials and connection parameters from Factusol.<\/li>\n\n\n\n
  2. Go to the integrations section in Clientify.<\/li>\n\n\n\n
  3. Enter the credentials and configure the parameters as required by Factusol.<\/li>\n\n\n\n
  4. Verify the connection and run the first synchronization.<\/li>\n<\/ol>\n\n\n\n

    From then on, Clientify contacts are created and updated automatically in Factusol.<\/p>\n\n\n\n

    Clientify<\/a>: Marketing and CRM tool<\/strong><\/h2>\n\n\n\n

    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.<\/p>\n\n\n\n

    Key Clientify features:<\/strong><\/p>\n\n\n\n

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