Customer.io + Upnify Integration

Connect Customer.io to Upnify in 1 click

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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
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2.

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Ready Workflows Ready Workflows   for Customer.io + Upnify Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Upnify + Customer.io Integration

Create Customer.io person for new Upnify client

If you're using Upnify to manage your sales leads, it's important to also use Customer.io 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 person will automatically be created in Customer.io.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Automations

Top 10 Most Popular Customer.io Automations from
Integrately Community

Just click on the workflow you want to automate

Salesforce logo
Customer.io logo
Create Customer.io person for new Salesforce record
Activate
Notion logo
Customer.io logo
Create Customer.io person for new Notion database item
Activate
Viral Loops logo
Customer.io logo
Create Customer.io person for new Viral Loops participant
Activate
CompanyHub logo
Customer.io logo
Create Customer.io person for new CompanyHub record
WHMCS logo
Customer.io logo
Create Customer.io person for new WHMCS ticket
Activate
Salesforce logo
Customer.io logo
Create Customer.io person for new Salesforce record
Activate
Notion logo
Customer.io logo
Create Customer.io person for new Notion database item
Activate
Viral Loops logo
Customer.io logo
Create Customer.io person for new Viral Loops participant
Activate
CompanyHub logo
Customer.io logo
Create Customer.io person for new CompanyHub record
WHMCS logo
Customer.io logo
Create Customer.io person for new WHMCS ticket
Activate
Zoho Creator logo
Customer.io logo
Create Customer.io person for new Zoho Creator record
EasyCSV logo
Customer.io logo
Create Customer.io person for new EasyCSV data
Quickblog logo
Customer.io logo
Create Customer.io person for new Quickblog user
SavvyCal logo
Customer.io logo
Create Customer.io person for new SavvyCal event
Paystack logo
Customer.io logo
Create Customer.io person for new Paystack charge
Zoho Creator logo
Customer.io logo
Create Customer.io person for new Zoho Creator record
EasyCSV logo
Customer.io logo
Create Customer.io person for new EasyCSV data
Quickblog logo
Customer.io logo
Create Customer.io person for new Quickblog user
SavvyCal logo
Customer.io logo
Create Customer.io person for new SavvyCal event
Paystack logo
Customer.io logo
Create Customer.io person for new Paystack charge

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
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How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Customer.io or Upnify With 1400+ Other Apps

Customer.io
Customer.io
Customer.io is a platform that helps you communicate with your customers in real-time - across multiple channels (website, mobile app and email) by analyzing user activity and behavior data.
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.