Cognito Forms + Upnify Integration

Connect Cognito Forms to Upnify in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms 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
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2.

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Ready Workflows Ready Workflows   for Cognito Forms + Upnify Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Cognito Forms + Upnify Integration

Create Upnify client for new Cognito Forms entry

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

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

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Cognito Forms Automations from
Integrately Community

Just click on the workflow you want to automate

Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
Activate
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
Activate
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
Activate
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
Activate
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
Activate
Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
Activate
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
Activate
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
Activate
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
Activate
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
Activate
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
Activate
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
Activate
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
Activate
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
Activate
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
Activate
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
Activate
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
Activate
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
Activate
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
Activate
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
Activate

Top 10 Most Popular Upnify Automations from
Integrately Community

Most popularmost-popular-automations
01
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify client
02
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify opportunity
03
Google Sheets logo
Upnify logo
Create Upnify client for new Google Sheets row
04
Upnify logo
HubSpot logo
Create HubSpot contact for new Upnify client
05
Upnify logo
HubSpot logo
Create HubSpot deal from new Upnify client
cloud
Upnify
app integration
06
Upnify logo
Emailidea logo
Create Emailidea contact for new Upnify client
07
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
08
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
09
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
10
Upnify logo
GoHighLevel logo
Create GoHighLevel contact for new Upnify client
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Cognito Forms or Upnify With 1400+ Other Apps

Cognito Forms
Cognito Forms
Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.
Upnify
Upnify
Upnify empowers your sales team with advanced CRM tools, helping you manage leads, automate tasks, and boost conversions. Enhance your sales strategy with Upnify's comprehensive solution.