ActiveDEMAND + Upnify Integration

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Upnify + ActiveDEMAND Integration

Create ActiveDEMAND contact for new Upnify client

If you're using Upnify to manage your sales leads, it's important to also use ActiveDEMAND 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 client is created in Upnify, a corresponding contact will automatically be created in ActiveDEMAND.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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ActiveDEMAND + Upnify Integration

Create Upnify client for new ActiveDEMAND contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Upnify client and ActiveDEMAND contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ActiveDEMAND + Upnify Integration
1.
  • ActiveDEMAND
    Contact is created in ActiveDEMAND Instant
  • ActiveDEMAND
    Contact is updated in ActiveDEMAND Instant
  • ActiveDEMAND
    History is created in ActiveDEMAND Instant
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
2.
  • ActiveDEMAND
    Create contact in ActiveDEMAND
  • ActiveDEMAND
    Search contact in ActiveDEMAND
  • ActiveDEMAND
    Create form entry in ActiveDEMAND
  • ActiveDEMAND
    Create history in ActiveDEMAND
  • ActiveDEMAND
    Add contact to campaign in ActiveDEMAND
  • ActiveDEMAND
    Add contact to list in ActiveDEMAND
  • ActiveDEMAND
    Remove contact from list in ActiveDEMAND
  • ActiveDEMAND
    Remove contact from campaign in ActiveDEMAND
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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