Bosscart + Upnify Integration

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Upnify + Bosscart Integration

Create Bosscart contact for new Upnify client

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

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

Create Upnify client for new Bosscart form submission

When someone completes your Bosscart, a new client is automatically created in your Upnify. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Bosscart is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Bosscart - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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Bosscart + Upnify Integration

Create Upnify client for new Bosscart 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 Bosscart 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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Bosscart + Upnify Integration

Create Upnify client from new Bosscart order

As an online store owner, you're likely using Bosscart to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' client information.

But did you know that you can easily integrate Bosscart with Upnify? This integration will allow you to automatically create a client for each new order in Upnify.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Bosscart + Upnify Integration
1.
  • Bosscart
    Order is created in Bosscart Instant
  • Bosscart
    Order is updated in Bosscart Instant
  • Bosscart
    Booking is created in Bosscart Instant
  • Bosscart
    Contact is created or updated in Bosscart Instant
  • Bosscart
    Form response is created in Bosscart Instant
  • Bosscart
    Product is created in Bosscart Instant
  • Bosscart
    Product is updated in Bosscart 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.
  • Bosscart
    Update member in Bosscart
  • Bosscart
    Create member in Bosscart
  • Bosscart
    Search member by email in Bosscart
  • Bosscart
    Delete member in Bosscart
  • Bosscart
    Search contact in Bosscart
  • Bosscart
    Delete contact in Bosscart
  • Bosscart
    Update contact in Bosscart
  • Bosscart
    Create contact in Bosscart
  • Bosscart
    Create product in Bosscart
  • Bosscart
    Update product in Bosscart
  • Bosscart
    Search product in Bosscart
  • Bosscart
    Create member group in Bosscart
  • Bosscart
    Update member group in Bosscart
  • Bosscart
    Delete member group in Bosscart
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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