STEP 1
Connect Clientify and Twenty CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clientify and Twenty CRM Integration
Build crm workflows between Clientify and Twenty CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Clientify and Twenty CRM
Detailed info you need to know about Clientify and Twenty CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Clientify
CRM and sales automation platform for managing contacts, deals, and customer communication. [5]
Twenty CRM
Create and manage Twenty CRM contacts, companies, opportunities, tasks, and related records. [6]
How to connect Clientify to Twenty CRM
Set up your Clientify and Twenty CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and Twenty CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Clientify and Twenty CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Twenty CRM work in WEXTL?
WEXTL exposes actions and triggers for Clientify and Twenty CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Clientify triggersTwenty CRM actions
Clientify modules
- Add a Contact NoteCreates a new note on a specified contact.
- Add a Contact TagAdds a tag to a specified contact.
- Add a Deal NoteCreates a new note on a deal.
- Add a Deal TagAdds a tag to a specified deal.
- Close a DealCloses a deal by ID.
- Create a ContactCreates a new contact in the specified service.
- Create a DealCreates a new deal.
- Create an OrderCreates a new order.
- Delete a ContactDeletes an existing contact.
- Delete a DealDeletes an existing deal.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
Twenty CRM modules
- Create a ActivityCreates a activity.
- Create a AttachmentCreates a attachment.
- Create a Blocklist EntryCreates a blocklist entry.
- Create a Calendar EventCreates a calendar event.
- Create a Call RecordingCreates a call recording.
- Create a CompanyCreates a company.
- Create a ContactCreates a contact.
- Create a MessageCreates a message.
- Create a NoteCreates a note.
- Create a OpportunityCreates a opportunity.
- Create a TaskCreates a task.
- Create a Team MemberCreates a team member.
- Delete a ActivityDeletes a activity.
- Delete a AttachmentDeletes a attachment.
- Delete a Blocklist EntryDeletes a blocklist entry.
- Delete a Calendar EventDeletes a calendar event.
- Delete a Call RecordingDeletes a call recording.
- Delete a CompanyDeletes a company.
- Delete a ContactDeletes a contact.
- Delete a MessageDeletes a message.
- Delete a NoteDeletes a note.
- Delete a OpportunityDeletes a opportunity.
- Delete a TaskDeletes a task.
- Delete a Team MemberDeletes a team member.
- Get a ActivityReturns a activity.
- Get a AttachmentReturns a attachment.
- Get a Blocklist EntryReturns a blocklist entry.
- Get a Calendar EventReturns a calendar event.
- Get a Call RecordingReturns a call recording.
- Get a CompanyReturns a company.
- Get a ContactReturns a contact.
- Get a MessageReturns a message.
- Get a NoteReturns a note.
- Get a OpportunityReturns a opportunity.
- Get a TaskReturns a task.
- Get a Team MemberReturns a team member.
- List ActivitiesRetrieves a list of activities.
- List AttachmentsRetrieves a list of attachments.
- List Blocklist EntriesRetrieves a list of blocklist entries.
- List Calendar EventsRetrieves a list of calendar events.
- List Call RecordingsRetrieves a list of call recordings.
- List CompaniesRetrieves a list of companies.
- List ContactsRetrieves a list of contacts.
- List MessagesRetrieves a list of messages.
- List NotesRetrieves a list of notes.
- List OpportunitiesRetrieves a list of opportunities.
- List TasksRetrieves a list of tasks.
- List Team MembersRetrieves a list of team members.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ActivityUpdates a activity.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Twenty CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clientify and Twenty CRM.
Connect your Clientify and Twenty CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Clientify's "Watch Contacts" fires, WEXTL can "Create a Activity" in Twenty CRM. Clientify has 2 triggers (including Watch Contacts and Watch Deals); Twenty CRM has 61 actions (including Create a Activity, Create a Attachment, and Create a Blocklist Entry). Add filters and transforms between steps when you need them. [1]
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. [2]
No. Clientify-to-Twenty CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Clientify (or Twenty CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Clientify + Twenty CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Clientify and Twenty CRM integration.
- Clientify and Twenty CRM integration source code, module specs and credentials implementation.
- Our Clientify and Twenty CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and Twenty CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Clientify integration information
- Twenty CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library