ActiveTrail + Upnify Integration

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Upnify + ActiveTrail Integration

Create ActiveTrail contact for new Upnify client

If you're using Upnify to manage your sales leads, it's important to also use ActiveTrail 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 ActiveTrail.

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

Create Upnify client for new ActiveTrail 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 ActiveTrail 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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ActiveTrail + Upnify Integration
1.
  • ActiveTrail
    Contact is added to group in ActiveTrail Instant
  • ActiveTrail
    Contact is added via landing page in ActiveTrail Instant
  • ActiveTrail
    Contact is added via signup form in ActiveTrail Instant
  • ActiveTrail
    Contact is unsubscribed in ActiveTrail Instant
  • ActiveTrail
    Contact is removed from group in ActiveTrail Instant
  • ActiveTrail
    Contact is updated in ActiveTrail 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.
  • ActiveTrail
    Add contact to a group in ActiveTrail
  • ActiveTrail
    Add a contact in ActiveTrail
  • ActiveTrail
    Remove a contact from group in ActiveTrail
  • ActiveTrail
    Search contact in ActiveTrail
  • ActiveTrail
    Search group in ActiveTrail
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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