Beagle for Clientify.
Beagle puts Clientify to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.
See it work.
One thread: ask about your Clientify in plain language, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or Gmail.
@beagle what's the state of our deals?
- Read this week's deals in Clientify
- Flagged the two that changed since Monday
- Drafted the next step, held for your nod
Two deals need you today - both linked below with what changed. The next step is drafted, one nod from going out.
A deal or contact changes - Beagle catches it in Clientify, pulls what matters, and is ready to log the update and draft the follow-up. It goes out when you nod, not before.
What Beagle does.
With Clientify connected, from day one.
Watches Clientify
Beagle keeps an eye on Clientify. When a deal or contact changes, it catches it and brings the context to your channel.
Drafts the next step
It can log the update and draft the follow-up - then waits for your nod before anything is saved or sent.
Answers across your stack
Ask "what's the state of our deals?" and Beagle answers from Clientify and everything else it's connected to, in plain language.
Connect Clientify to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with Clientify?
Yes. Connect Clientify with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What can Beagle do with Clientify?
Beagle watches Clientify for when a deal or contact changes and is ready to log the update and draft the follow-up. You can also just ask it questions about your deals in plain language.
Is the Clientify connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Clientify - and nothing is sent or saved until you approve it.
Do I need a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Clientify workflows by hand.
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