Create ChartMogul customer for new Upnify client
If you're using Upnify to manage your sales leads, it's important to also use ChartMogul 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 customer will automatically be created in ChartMogul.
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 client is created in Upnify, a corresponding customer will automatically be created in ChartMogul.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
