Autopilot + Upnify Integration

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Popular Autopilot + Upnify Workflows

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Upnify + Autopilot Integration

Create Autopilot contact for new Upnify client

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

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

Create Upnify client for new Autopilot 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 Autopilot 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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Autopilot + Upnify Integration
1.
  • Autopilot
    Contact is added in Autopilot Instant
  • Autopilot
    Contact is added to list in Autopilot Instant
  • Autopilot
    Contact is removed from list in Autopilot Instant
  • Autopilot
    Contact is unsubscribed in Autopilot Instant
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • Autopilot
    Create contact in Autopilot
  • Autopilot
    Add contact to list in Autopilot
  • Autopilot
    Delete contact in Autopilot
  • Autopilot
    Unsubscribe contact in Autopilot
  • Autopilot
    Create list in Autopilot
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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