Build crm workflows between Clientify and kvCore on a visual canvas — map fields once and let data flow.
Example: when Clientify's "Watch Contacts" fires, WEXTL can "Add a Note to a Contact" in kvCore. Clientify has 2 triggers (including Watch Contacts and Watch Deals); kvCore has 8 actions (including Add a Note to a Contact, Add a Tag to a Contact, and Create a Contact).
Common questions about connecting Clientify and kvCore.