On April 6th, 2018, Cliently has launched an integration with Salesforce!

What does this integration do?

  • Works with Salesforce Lead, Contact and Opportunity objects
  • Syncs (Pushes) your Salesforce records to Cliently - My Clients (contacts) (one-way sync only for contact info)
  • Works with Cliently Workspaces
  • Add existing “flows” created in Cliently and instantly connect them in Salesforce
  • Create custom “flows” specifically for each Salesforce record
  • Track history of your flows/actions in each Salesforce record
  • Works in both Salesforce Classic and Lightning interface

Take a look at our FAQ and Video Overview, found here!

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