Connect Clientify to WhatsApp, Instagram, TikTok and AI Chat
Yes. AeroChat writes directly into Clientify. It finds or creates the contact, opens deals in the right pipeline stage, adds tags and notes and books callbacks as tasks in your Clientify through Clientify’s API, on WhatsApp, Instagram, web chat and every other channel your customers use.
If your sales team works its contacts and deals in Clientify, AeroChat can answer leads and customers on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email and record what matters in Clientify as the conversation happens. It connects through Clientify’s public API. You describe the workflow in your own words, AeroChat builds it, and Clientify stays the place your team checks.
What you can do with Clientify and AeroChat
- Send WhatsApp leads to Clientify. A new enquiry becomes a Clientify contact with name, phone, email, the channel as the contact source, their GDPR consent and the owner who should follow up.
- Recognise returning contacts. AeroChat searches Clientify by phone number or email, greets the person by name and uses what Clientify already knows, such as their status, owner and tags.
- Qualify leads and create deals. AeroChat asks your qualifying questions and opens a deal in the right pipeline and stage, linked to the contact, with the amount and expected close date.
- Tag contacts by interest. AeroChat adds tags such as the product or area the person asked about, so your Clientify segments and automations pick them up.
- Book a callback and log it. AeroChat offers call times inside the hours you set and creates a task in Clientify for the owner at the time the customer chose, linked to the contact.
- Log a note after every chat. AeroChat adds a short summary of the conversation to the contact or the deal, so whoever calls next knows what was said.
What it looks like on WhatsApp
Customer: Hi, I saw your ad for the two-bedroom flats in Valencia. Are any still available? (example)
AeroChat: Yes, there are still two-bedroom units in the Ruzafa development. Can I take your name and email so an agent can send you the floor plans? And do you agree to us contacting you about them?
Customer: Lucía Moreno, lucia@example.com. Yes, that’s fine.
AeroChat: Thanks, Lucía. Javier will email the plans today.
In Clientify: a new contact for Lucía, contact source WhatsApp, GDPR consent accepted, tagged “Ruzafa” and owned by Javier, with a note of what she asked.
Customer: Hello again, we’d like a proposal for the annual maintenance plan for our three offices. (example)
AeroChat: Welcome back, Tomás. When would you want the plan to start, and roughly what budget do you have in mind?
Customer: From March. Around 6,000 euros a year.
AeroChat: Thanks. I’ve passed this to Elena, who will send the proposal this week.
In Clientify: AeroChat found Tomás by phone number and opened a deal “Annual maintenance, 3 offices” for 6,000 in the Proposal stage of the sales pipeline, expected close in March, linked to his contact.
Customer: Can someone call me tomorrow about the pricing? (example)
AeroChat: Of course. Elena can call you tomorrow at 10:00am, 12:30pm or 4:00pm. Which suits you?
Customer: 12:30.
AeroChat: Done. Elena will call you tomorrow at 12:30pm.
In Clientify: a new task “Call Tomás about pricing” for tomorrow at 12:30pm, assigned to Elena and linked to his contact.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Clientify connection and the same workflows run on every channel AeroChat supports, and Clientify stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, get qualified, ask for a proposal or book a callback. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Clientify’s public REST API, documented at developer.clientify.com. Through it, AeroChat searches and updates contacts, opens and moves deals, adds tags and notes, and creates tasks.
- What AeroChat reads from Clientify: contacts by phone, email or name, with their status, owner and tags, deal pipelines and stages, existing deals, users, and task types.
- What AeroChat writes to Clientify: new and updated contacts with contact source and GDPR consent, contact owners, tags, notes on contacts and deals, new deals and stage changes, and tasks assigned to your team.
Clientify sells API access as an optional add-on to its plans. Once API access is active on your Clientify account, copy your account’s API key. AeroChat sends it with every request, so it acts with that account’s permissions. Use a key from a user whose access covers the contacts and deals the workflow needs.
You describe the workflow in your own words, for example “when someone new asks about a property, create them in Clientify with WhatsApp as the source and tag the development they asked about”. AeroChat builds the workflow as a draft and asks for the Clientify API key by name. You enter it in the AeroChat dashboard. It never passes through the conversation.
Workflows to copy
Six ready-made workflows for Clientify. Copy one into AeroChat, add your Clientify API key, and it runs on every channel.
1. Send a new chat lead to Clientify
Copy this into AeroChat
When someone new asks about our products or services, answer their question first from our knowledge base. Then ask for their name and email, and ask whether they agree to us contacting them. Search Clientify for a contact with that email or phone number. If there is none, create a contact with their first name, last name, email, phone, the channel they used as the contact source, and GDPR consent set to their answer. Assign the contact to Javier (example). Add a note with a two-line summary of what they asked.
2. Recognise a returning contact
Copy this into AeroChat
When a message arrives, search Clientify for a contact with the phone number they are messaging from. If you find one, greet them by first name and read their status, owner and tags. Use what you find to help, and never ask again for details Clientify already has. If they ask for a person, hand the conversation to the contact’s owner. Never share another contact’s details.
3. Qualify a lead and create a deal
Copy this into AeroChat
When a lead asks for a proposal or pricing, ask our qualifying questions: what they need, when they want to start and their rough budget (example questions). Find their contact in Clientify by phone or email, or create it. Create a deal linked to the contact, named after what they need, with the budget as the amount, the start month as the expected close date, in the Proposal stage of our sales pipeline (example). Add a note to the deal with their answers. Tell them the owner will send the proposal this week.
4. Tag a contact by interest
Copy this into AeroChat
When a contact asks about one of our products, developments or services, find them in Clientify by phone number. Add a tag with the name of what they asked about, using only these tags: Ruzafa, Benimaclet, Commercial (example). If they ask about more than one, add each tag. Never remove a tag that is already on the contact.
5. Book a callback and log it in Clientify
Copy this into AeroChat
When a lead or customer asks for a call, find their contact in Clientify and read who owns it. Offer up to three times in the next two working days between 9:00am and 6:00pm (example). When they choose one, create a task in Clientify named “Call” with their name and topic, starting at that time and lasting 30 minutes (example), assigned to the contact’s owner and linked to the contact. Confirm the day, time and who will call.
6. Log a note after the chat
Copy this into AeroChat
At the end of every conversation with a known contact, add a note to their Clientify contact with a two-line summary of what they asked and anything they said about budget or timing. If the conversation was about an open deal, add the note to that deal as well.
Who uses it
Clientify runs sales and marketing for small and mid-sized businesses, including property agencies, training providers and service companies. These recipes fit the same work:
- Property agents and agencies: listing enquiries, lead qualification and agent handover.
What stays in Clientify
AeroChat handles the conversation. Clientify stays the record: contacts, companies, deals, pipelines, tasks, campaigns, automations and reporting. Every record AeroChat creates appears in Clientify like any other, so your team works the same way and your Clientify automations still run on it.
WhatsApp workflows that use Clientify
These end-to-end WhatsApp workflows run with Clientify behind them. See them all in the WhatsApp workflows library.
Questions
Does AeroChat work with Clientify?
Yes. It connects through Clientify’s public API with your account’s API key. It is not a Clientify product or listing.
Can WhatsApp leads go straight into Clientify?
Yes. When a lead gives their details in chat, AeroChat creates or updates the Clientify contact with the source and their GDPR consent, adds a note and can open a deal in the same conversation.
Do I need a developer?
No. You describe the workflow, AeroChat builds it, and you enter your Clientify API key in the dashboard.
Which plan do I need?
Workflows via Skills are on every plan. Choose the plan by how many messages you get: Starter covers 500 AI responses a month, Growth 2,000 and Advanced 5,000. On the Clientify side, API access is an optional add-on, so make sure it is active on your account.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Clientify to your chat
Paste the lead recipe, add your Clientify API key, and leave your own name and email in the chat.
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