Get contact

  1. Select Clientify as your source on Gears, under “New Gear.” Click “Create.”

  1. Pick the Plug you want to use, or create a new one. Click “Continue.”

  1. Choose “Get contact” as your action and click “Create.” GearPlug will ask for you to paste a webhook in your Clientify account, so paste it on Settings > Integrations > Webhooks. Then, create a test record.

When creating your test record, make sure you fill in all the fields you wish to use in your Gear. Clientify won't import any empty fields and will ignore these fields even in future records.

  1. Review the imported data in GearPlug to make sure everything works properly. Click “Close” to finish the setup.

Empty Fields: Here, you’ll find a list of fields you can import—but weren’t used in the form you used.

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