CrowdPower + Upnify Integration

Connect CrowdPower to Upnify in 1 click

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Upnify + CrowdPower Integration

Create CrowdPower customer for new Upnify client

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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CrowdPower + Upnify Integration
1.
  • 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
2.
  • CrowdPower
    Upsert a Customer in CrowdPower
  • CrowdPower
    Create a Customer Tag in CrowdPower
  • CrowdPower
    Create a Customer Event in CrowdPower
  • CrowdPower
    Create a Customer Charge in CrowdPower
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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