Create Prefinery user for new UpCoach contact
If you're using UpCoach to manage your sales leads, it's important to also use Prefinery to manage your email marketing.
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in UpCoach, a corresponding user will automatically be created in Prefinery.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See moreBut adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in UpCoach, a corresponding user will automatically be created in Prefinery.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
