Clientify

Both products

What you will achieve

Sync contacts, companies and products with the Clientify CRM.

Before you start

The Clientify account's API Key.

Step by step

1. In Settings → Credentials → Add credential, choose Clientify.
2. Paste the API Key, click Test and then Save.
3. In Settings → Sync, enable the module and choose the credential.
4. In Resource, choose Contacts, Companies or Products.
5. Choose the Direction, adjust the Field mapping and click Save.
6. Click Sync now.

How to verify

Test confirms access and the run ends up as Synced.