Cloudstream Funnels + Upnify Integration

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Upnify + Cloudstream Funnels Integration

Create Cloudstream Funnels contact for new Upnify client

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

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

Create Upnify client for new Cloudstream Funnels form submission

When someone completes your Cloudstream Funnels, 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 Cloudstream Funnels is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Cloudstream Funnels - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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Cloudstream Funnels + Upnify Integration

Create Upnify client for new Cloudstream Funnels 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 Cloudstream Funnels 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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Cloudstream Funnels + Upnify Integration

Create Upnify client from new Cloudstream Funnels order

As an online store owner, you're likely using Cloudstream Funnels 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 Cloudstream Funnels 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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Cloudstream Funnels + Upnify Integration
1.
  • Cloudstream Funnels
    Order is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Order is updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Form response is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Contact is created or updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Product is updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Product is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Booking is created in Cloudstream Funnels 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.
  • Cloudstream Funnels
    Create member in Cloudstream Funnels
  • Cloudstream Funnels
    Create contact in Cloudstream Funnels
  • Cloudstream Funnels
    Create product in Cloudstream Funnels
  • Cloudstream Funnels
    Delete contact in Cloudstream Funnels
  • Cloudstream Funnels
    Search contact in Cloudstream Funnels
  • Cloudstream Funnels
    Update contact in Cloudstream Funnels
  • Cloudstream Funnels
    Update product in Cloudstream Funnels
  • Cloudstream Funnels
    Update member group in Cloudstream Funnels
  • Cloudstream Funnels
    Create member group in Cloudstream Funnels
  • Cloudstream Funnels
    Delete member group in Cloudstream Funnels
  • Cloudstream Funnels
    Search product in Cloudstream Funnels
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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