Convertri + Upnify Integration

Connect Convertri to Upnify in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Convertri
    Purchase is added in Convertri Instant
  • Convertri
    Form is submitted in Convertri 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 Convertri + Upnify Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Convertri + Upnify Integration

Create Upnify client for new Convertri response

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

Plus, all of the information from the Convertri is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Convertri - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Convertri Automations from
Integrately Community

Just click on the workflow you want to automate

Convertri logo
SendFox logo
Create SendFox contact for new Convertri response
Activate
Convertri logo
GetResponse logo
Create GetResponse contact for new Convertri response
Activate
Convertri logo
Sendiio logo
Create Sendiio contact for new Convertri response
Activate
Convertri logo
Gist logo
Create Gist contact for new Convertri response
Activate
Convertri logo
ActiveCampaign logo
Create ActiveCampaign contact for new Convertri response
Convertri logo
SendFox logo
Create SendFox contact for new Convertri response
Activate
Convertri logo
GetResponse logo
Create GetResponse contact for new Convertri response
Activate
Convertri logo
Sendiio logo
Create Sendiio contact for new Convertri response
Activate
Convertri logo
Gist logo
Create Gist contact for new Convertri response
Activate
Convertri logo
ActiveCampaign logo
Create ActiveCampaign contact for new Convertri response
Convertri logo
Online Live Support logo
Send Online Live Support message for new Convertri response
Convertri logo
RingCentral logo
Send RingCentral message for new Convertri response
Convertri logo
TextMagic logo
Send TextMagic message for new Convertri response
Convertri logo
Plivo logo
Send Plivo message for new Convertri response
Convertri logo
Telnyx logo
Send Telnyx message for new Convertri response
Convertri logo
Online Live Support logo
Send Online Live Support message for new Convertri response
Convertri logo
RingCentral logo
Send RingCentral message for new Convertri response
Convertri logo
TextMagic logo
Send TextMagic message for new Convertri response
Convertri logo
Plivo logo
Send Plivo message for new Convertri response
Convertri logo
Telnyx logo
Send Telnyx message for new Convertri response

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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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Convertri or Upnify With 1400+ Other Apps

Convertri
Convertri
Convertri is the best sales funnel builder for WordPress and Shopify. Build a complete sales funnel from scratch, or jump right into our thousands of pre-made templates and show off your products and services in style.
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.