Integrations | Cliently Help Center

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 yesterday

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 yesterday

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 yesterday

Understanding Cliently Salesforce application Settings

Learn how to use settings to setup your account.

Written by James M
Updated yesterday

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 yesterday

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 yesterday

Using Tasks and completing them in the Cliently Salesforce Application

Learn how to complete Cliently Tasks in Salesforce

Written by James M
Updated yesterday

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 yesterday

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 yesterday

Understanding Cliently Hubspot application settings

Learn how to use settings to setup your Cliently profile.

Written by James M
Updated yesterday

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 yesterday

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 yesterday

Using Tasks and completing them in the Cliently Hubspot Application

Learn how to complete Cliently Tasks in Hubspot

Written by James M
Updated yesterday

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 yesterday

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 yesterday

Understanding Cliently pipedrive application settings.

Learn how to use settings to setup your Cliently profile.

Written by James M
Updated yesterday

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 yesterday

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 yesterday

Using Tasks and completing them in the Cliently pipedrive Application

Learn how to complete Cliently Tasks in pipedrive

Written by James M
Updated yesterday

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 yesterday