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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.

Ready to connect Marlie AI with Clientify?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

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
Easy onboarding

Get set up in minutes

Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.

    Marlie AI + Clientify Integration | AI Receptionist For LATAM CRM & Marketing Automation