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Integrations
Learn how to connect and setup Cliently's integrations
20 articles in this collection
Written by
James M
How to connect your Email account with Cliently
Learn how to setup your email account to send emails from Cliently
Written by
James M
Updated over a week ago
Learn how to connect Zapier to Cliently
Learn more about our Zapier integration to connect with Cliently to send and receive Lead details from your CRM
Written by
James M
Updated over a week ago
Salesforce
Getting Started with the Cliently Salesforce Application
Learn more about the Salesforce Application for Cliently and learn how to install and setup.
Written by
James M
Updated over a week ago
Understanding Cliently Salesforce application Settings
Learn how to use settings to setup your account.
Written by
James M
Updated over a week ago
Using Instant Actions in the Cliently Salesforce Application
Learn how to search for contacts and send Instant Actions in Salesforce.
Written by
James M
Updated over a week ago
Using Flows - Marketing campaigns in the Cliently Salesforce Application
Learn how to search for contacts and use Flows - Marketing Campaigns in Salesforce
Written by
James M
Updated over a week ago
Using Tasks and completing them in the Cliently Salesforce Application
Learn how to complete Cliently Tasks in Salesforce
Written by
James M
Updated over a week ago
Using the Timeline to review your sent actions in the Salesforce/Cliently extension
Learn how to access and review your contact timelines
Written by
James M
Updated over a week ago
Hubspot
Getting Started with the Cliently Hubspot Application
Learn more about the Hubspot Application for Cliently and learn how to install and setup.
Written by
James M
Updated over a week ago
Understanding Cliently Hubspot application settings
Learn how to use settings to setup your Cliently profile.
Written by
James M
Updated over a week ago
Using Instant Actions in the Cliently Hubspot Application
Learn how to search for contacts and send Instant Actions in Hubspot.
Written by
James M
Updated over a week ago
Using Flows - Marketing campaigns in the Cliently Hubspot Application
Learn how to search for contacts and use Flows - Marketing Campaigns in Hubspot.
Written by
James M
Updated over a week ago
Using Tasks and completing them in the Cliently Hubspot Application
Learn how to complete Cliently Tasks in Hubspot
Written by
James M
Updated over a week ago
Using the Timeline to review your sent actions in the Hubspot/Cliently extension
Learn how to access and review your contact timelines
Written by
James M
Updated over a week ago
pipedrive
Getting Started with the Cliently pipedrive Application.
Learn more about the pipedrive Application for Cliently and learn how to install and setup.
Written by
James M
Updated over a week ago
Understanding Cliently pipedrive application settings.
Learn how to use settings to setup your Cliently profile.
Written by
James M
Updated over a week ago
Using Instant Actions in the Cliently pipedrive Application
Learn how to search for contacts and send Instant Actions in pipedrive.
Written by
James M
Updated over a week ago
Using Flows - Marketing campaigns in the Cliently pipedrive Application
Learn how to search for contacts and use Flows - Marketing Campaigns in pipedrive
Written by
James M
Updated over a week ago
Using Tasks and completing them in the Cliently pipedrive Application
Learn how to complete Cliently Tasks in pipedrive
Written by
James M
Updated over a week ago
Using the Timeline to review your sent actions in the pipedrive/Cliently extension
Learn how to access and review your contact timelines
Written by
James M
Updated over a week ago