Clientify logo
CRM & Marketing Integration

Turn Every Call Into A Clientify Contact And Workflow

Marlie AI answers calls in Spanish, Portuguese, or English, qualifies the lead, and pushes a fully populated Contact into Clientify so your marketing automations fire instantly.

An AI receptionist purpose-built for Clientify-powered SMBs

An AI receptionist purpose-built for Clientify-powered SMBs

Clientify is the CRM + marketing automation suite of choice for thousands of small and midsize businesses across Latin America and Spain. The pipelines, workflows, and email sequences only run when contacts make it into the platform — and that's where most phone leads leak.

Marlie AI plugs the leak. Inbound calls are answered 24/7 in the caller's language, qualified against your rules, and pushed into Clientify as Contacts with the right tags, lifecycle stage, and custom fields. Your existing automations, drip campaigns, and pipeline rules trigger automatically the moment the call ends.

What You Get with Marlie + Clientify

Everything you need to connect your phone calls with Clientify — fully automated, zero manual work.

Auto-Create Contacts

Every inbound caller becomes a Clientify Contact with name, phone, email, and the qualifying data Marlie collected on the call.

Tag & Lifecycle Stage Mapping

Marlie applies the right Clientify tags and moves the contact into the correct lifecycle stage so your workflows fire automatically.

Call Notes & Transcripts

Every call appears on the Clientify Contact with a full summary, transcript, and a deep link to the recording.

Custom Field Mapping

Map any qualifying answer — service, budget, urgency, location — into Clientify custom fields for clean segmentation and reporting.

Multilingual Coverage

Marlie handles Spanish, Portuguese, and English natively and writes notes in your preferred Clientify language.

Real-Time Sync

Contacts are created in Clientify within seconds of the call ending, so your campaigns and pipelines stay live.

How It Works

Get up and running with Clientify in minutes — no coding required.

1

Connect Clientify

Authenticate Clientify from the Marlie dashboard with your API key. Works across all Clientify plans with API access.

2

Map Tags, Stages & Fields

Choose which tags Marlie applies based on call intent, which lifecycle stage new contacts land in, and which Clientify custom fields receive call data.

3

Marlie Answers & Qualifies

Inbound calls are answered 24/7 in the caller's language. Marlie qualifies the lead using your custom flow.

4

Clientify Workflows Fire

New Contacts hit Clientify with the right tags and stage, your automations launch, and the lead is nurtured without manual entry.

Built for Real Scenarios

See how businesses use Marlie + Clientify to capture more leads and streamline operations.

LATAM Service Businesses

Scenario

A Mexico City service company runs Meta ads and gets dozens of phone leads but can't answer them all in real time.

Outcome

Marlie qualifies each call in Spanish, creates a Clientify Contact with the campaign source tag, and the existing nurture workflow starts immediately.

Real Estate Brokerages

Scenario

A Spanish brokerage runs portal listings with a single phone number for buyer and seller leads.

Outcome

Marlie qualifies buyer vs. seller intent, tags the Clientify Contact, and routes them into the right pipeline and email sequence.

Coaches & Consultants

Scenario

A coach uses Clientify campaigns to nurture prospects but can't take live discovery calls during the day.

Outcome

Marlie handles the discovery call, qualifies fit, tags the Contact, and books the next step on the calendar — all while the coach is in session.

Frequently Asked Questions

Common questions about the Marlie AI + Clientify integration.

Which Clientify plans are supported?

Marlie works with any Clientify plan that includes API access — including the standard CRM and marketing automation tiers.

Can Marlie trigger Clientify workflows directly?

Yes — by applying the right tag or moving the contact into a specific lifecycle stage on creation. Any Clientify workflow that starts on a tag or stage change will fire.

Does Marlie handle Spanish and Portuguese calls?

Yes. Marlie answers natively in Spanish, Portuguese, and English, and writes Clientify notes in your preferred language.

Will Marlie create duplicate Contacts in Clientify?

No. Marlie matches callers to existing Clientify Contacts by phone and email and updates the existing record instead of creating duplicates.

Can Marlie populate Clientify custom fields?

Yes. Map any call data point — service type, budget, neighborhood — to any Clientify custom field from the Marlie dashboard, no code required.

Are call recordings stored in Clientify?

Transcripts and summaries are written to the Clientify Contact note. Full recordings stay in Marlie and are linked from the note.

Other Integrations

Marlie AI connects with more than just Clientify. Explore our other integrations.

HubSpot logo

HubSpot

CRM

Housecall Pro logo

Housecall Pro

Field Service

Jobber logo

Jobber

Field Service CRM

Google Voice logo

Google Voice

Phone

OpenPhone logo

OpenPhone

Phone Connectivity

Gmail logo

Gmail

Email

Outlook logo

Outlook

Email

Google Calendar logo

Google Calendar

Calendar

Calendly logo

Calendly

Calendar

Slack logo

Slack

Notifications

Microsoft Teams logo

Microsoft Teams

Notifications

Discord logo

Discord

Notifications

Telegram logo

Telegram

Notifications

WhatsApp logo

WhatsApp

Notifications

ServiceTitan logo

ServiceTitan

CRM & Data

Google Sheets logo

Google Sheets

CRM & Data

Microsoft Excel logo

Microsoft Excel

CRM & Data

Shopmonkey logo

Shopmonkey

CRM & Data

Buildium logo

Buildium

CRM & Data

Shopify logo

Shopify

CRM & Data

Zapier logo

Zapier

Automation

Stripe logo

Stripe

Payments

Square logo

Square

Payments

Square Appointments logo

Square Appointments

Payments

Salesforce logo

Salesforce

CRM

Pipedrive logo

Pipedrive

CRM

Zoho CRM logo

Zoho CRM

CRM

Follow Up Boss logo

Follow Up Boss

Real Estate CRM

Close logo

Close

CRM

Dubsado logo

Dubsado

CRM

Circle logo

Circle

Community

HoneyBook logo

HoneyBook

CRM

Keap logo

Keap

CRM & Automation

kvCore logo

kvCore

Real Estate CRM

17hats logo

17hats

Creative Business CRM

AccuLynx logo

AccuLynx

Field Service CRM

Act! logo

Act!

CRM

Actionstep logo

Actionstep

Legal CRM

Affinity logo

Affinity

CRM

AFrame logo

AFrame

Creative Business CRM

AgencyZoom logo

AgencyZoom

Insurance CRM

AgentLocator logo

AgentLocator

Real Estate CRM

Agile CRM logo

Agile CRM

CRM

Arbox logo

Arbox

Fitness & Studio CRM

Assembly logo

Assembly

CRM

Attio logo

Attio

CRM

Autotask logo

Autotask

Field Service CRM

Axonaut logo

Axonaut

Business Management

Bark logo

Bark

Lead Generation

Beacon logo

Beacon

Credit Repair CRM

Bigin by Zoho CRM logo

Bigin by Zoho CRM

CRM

Bitrix24 logo

Bitrix24

CRM

BONZO logo

BONZO

CRM

BoomTown logo

BoomTown

Real Estate CRM

Booqable logo

Booqable

Business Management

Brivity logo

Brivity

Real Estate CRM

BrokerEngine logo

BrokerEngine

Mortgage CRM

Builder Prime logo

Builder Prime

Field Service CRM

Bullhorn logo

Bullhorn

Recruitment CRM

Capsule CRM logo

Capsule CRM

CRM

CASEpeer logo

CASEpeer

Legal CRM

CINC logo

CINC

Real Estate CRM

Clio logo

Clio

Legal CRM

Cloze logo

Cloze

CRM

Compass logo

Compass

Real Estate CRM

ConnectWise Manage logo

ConnectWise Manage

Field Service CRM

Copper logo

Copper

CRM

Credit Repair Cloud logo

Credit Repair Cloud

Credit Repair CRM

Curb Hero logo

Curb Hero

Real Estate CRM

Daylite logo

Daylite

CRM

DisputeFox logo

DisputeFox

Credit Repair CRM

Dotloop logo

Dotloop

Real Estate CRM

DripJobs logo

DripJobs

Field Service CRM

EZLynx logo

EZLynx

Insurance CRM

FieldPulse logo

FieldPulse

Field Service CRM

Finmo logo

Finmo

Mortgage CRM

folk logo

folk

CRM

Freshsales Classic logo

Freshsales Classic

CRM

Freshsales Suite logo

Freshsales Suite

CRM

Gong logo

Gong

Sales Intelligence

Gymdesk logo

Gymdesk

Fitness & Studio CRM

GymMaster logo

GymMaster

Fitness & Studio CRM

Holded logo

Holded

Business Management

IDX Leads logo

IDX Leads

Real Estate CRM

iHomefinder logo

iHomefinder

Real Estate CRM

Insightly logo

Insightly

CRM

Jackrabbit Class logo

Jackrabbit Class

Fitness & Studio CRM

JobAdder logo

JobAdder

Recruitment CRM

JobNimbus logo

JobNimbus

Field Service CRM

Keystone Academic Solutions logo

Keystone Academic Solutions

Education CRM

Kommo logo

Kommo

CRM

Keller Williams Command logo

Keller Williams Command

Real Estate CRM

Lasso CRM logo

Lasso CRM

Homebuilder CRM

Lawmatics logo

Lawmatics

Legal CRM

LeadSimple logo

LeadSimple

Lead Generation

LeadSquared logo

LeadSquared

CRM

Leap CRM logo

Leap CRM

Field Service CRM

Less Annoying CRM logo

Less Annoying CRM

CRM

Levitate logo

Levitate

Customer Communications

Little Green Light logo

Little Green Light

Community & Nonprofit CRM

Lofty logo

Lofty

Real Estate CRM

Luxury Presence logo

Luxury Presence

Real Estate CRM

MaidCentral logo

MaidCentral

Field Service CRM

Markate logo

Markate

Field Service CRM

MarketSharp logo

MarketSharp

Field Service CRM

Meet Alfred logo

Meet Alfred

Customer Communications

Method CRM logo

Method CRM

CRM

Microsoft Dynamics 365 logo

Microsoft Dynamics 365

CRM

mloflo logo

mloflo

Mortgage CRM

MOCO logo

MOCO

Business Management

Mojo logo

Mojo

Customer Communications

Moxie logo

Moxie

Customer Communications

My Music Staff logo

My Music Staff

Creative Business CRM

myRealPage logo

myRealPage

Real Estate CRM

NationBuilder logo

NationBuilder

Community & Nonprofit CRM

NeonCRM logo

NeonCRM

Community & Nonprofit CRM

NetHunt CRM logo

NetHunt CRM

CRM

NetSuite logo

NetSuite

Business Management

noCRM.io logo

noCRM.io

CRM

Nutshell logo

Nutshell

CRM

Odoo CRM logo

Odoo CRM

Business Management

Odoo ERP Self Hosted logo

Odoo ERP Self Hosted

Business Management

OfficeRnD logo

OfficeRnD

Coworking CRM

OnePageCRM logo

OnePageCRM

CRM

OrbisX logo

OrbisX

Field Service CRM

Outseta logo

Outseta

Community & Nonprofit CRM

Pipeline CRM logo

Pipeline CRM

CRM

PracticePanther logo

PracticePanther

Legal CRM

PropertyRadar logo

PropertyRadar

Lead Generation

PushPress logo

PushPress

Fitness & Studio CRM

Ramsey Pro Portal logo

Ramsey Pro Portal

Real Estate CRM

Real Geeks logo

Real Geeks

Real Estate CRM

RealScout logo

RealScout

Real Estate CRM

Recruit CRM logo

Recruit CRM

Recruitment CRM

Redtail CRM logo

Redtail CRM

Wealth Management CRM

RepairShopr logo

RepairShopr

Field Service CRM

REsimpli logo

REsimpli

Lead Generation

respond.io logo

respond.io

Customer Communications

Rex logo

Rex

Real Estate CRM

Salesmate logo

Salesmate

CRM

ServiceM8 logo

ServiceM8

Field Service CRM

Sierra Interactive logo

Sierra Interactive

Real Estate CRM

Spark Membership logo

Spark Membership

Fitness & Studio CRM

Streak logo

Streak

CRM

Studio Pro logo

Studio Pro

Creative Business CRM

SugarAI logo

SugarAI

CRM

Superchat logo

Superchat

Customer Communications

Syncro logo

Syncro

Field Service CRM

Teamleader Focus logo

Teamleader Focus

Business Management

Thryv logo

Thryv

CRM

Time To Pet logo

Time To Pet

Pet Care CRM

Tint Wiz logo

Tint Wiz

Field Service CRM

Urable logo

Urable

Auto Detailing CRM

vcita logo

vcita

CRM

Virtuous logo

Virtuous

Community & Nonprofit CRM

Vitally logo

Vitally

CRM

VSCO Workspace logo

VSCO Workspace

Creative Business CRM

Wealthbox logo

Wealthbox

Wealth Management CRM

WellnessLiving logo

WellnessLiving

Fitness & Studio CRM

WhatConverts logo

WhatConverts

Lead Generation

Wise Agent logo

Wise Agent

Real Estate CRM

Wodify Core logo

Wodify Core

Fitness & Studio CRM

Zendesk Sell logo

Zendesk Sell

CRM

Zillow Tech Connect logo

Zillow Tech Connect

Lead Generation

Ready to connect Marlie AI with Clientify?

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What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
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    Marlie AI + Clientify Integration | AI Receptionist For LATAM CRM & Marketing Automation