Can Clientify trigger actions in OpenCRM, and OpenCRM in Clientify?

Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it.

Do I need to write code to integrate Clientify and OpenCRM?

No. Clientify-to-OpenCRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Clientify + OpenCRM Integration

Build crm workflows between Clientify and OpenCRM on a visual canvas — map fields once and let data flow.

Example: when Clientify's "Watch Contacts" fires, WEXTL can "Create or Update Activity" in OpenCRM. Clientify has 2 triggers (including Watch Contacts and Watch Deals); OpenCRM has 59 actions (including Create or Update Activity, Create or Update Asset, and Create or Update Company).

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Clientify triggersOpenCRM actions

Clientify workflow triggers

OpenCRM workflow actions

Frequently asked questions

Common questions about connecting Clientify and OpenCRM.

Connect your Clientify and OpenCRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them.

ClientifyBrowse all Clientify triggers, actions, and integrations.

OpenCRMBrowse all OpenCRM triggers, actions, and integrations.

Clientify + OpenCRM Integration

Frequently asked questions

How do I connect Clientify and OpenCRM?

What can I automate between Clientify and OpenCRM?

Can Clientify trigger actions in OpenCRM, and OpenCRM in Clientify?

Do I need to write code to integrate Clientify and OpenCRM?

Explore Clientify and OpenCRM, or get started

Clientify + OpenCRM Integration

Frequently asked questions

How do I connect Clientify and OpenCRM?

What can I automate between Clientify and OpenCRM?

Can Clientify trigger actions in OpenCRM, and OpenCRM in Clientify?

Do I need to write code to integrate Clientify and OpenCRM?

Explore Clientify and OpenCRM, or get started