dotdigital + Upnify Integration

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Popular dotdigital + Upnify Workflows

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Upnify + dotdigital Integration

Create dotdigital contact for new Upnify client

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

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

Create Upnify client for new dotdigital survey response

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

Plus, all of the information from the dotdigital is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a dotdigital - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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dotdigital + Upnify Integration
1.
  • dotdigital
    Survey response is received in dotdigital
  • 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.
  • dotdigital
    Add contact to address book in dotdigital
  • dotdigital
    Create contact in dotdigital
  • dotdigital
    Search contact in dotdigital
  • dotdigital
    Update contact in dotdigital
  • dotdigital
    Unsubscribe contact in dotdigital
  • dotdigital
    Enrol contact in program in dotdigital
  • dotdigital
    Create contact data field in dotdigital
  • dotdigital
    Create address book in dotdigital
  • dotdigital
    Refresh segment in dotdigital
  • dotdigital
    Send transactional email in dotdigital
  • dotdigital
    Send campaign in dotdigital
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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