Klick-Tipp + Upnify Integration

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Upnify + Klick-Tipp Integration

Create Klick-Tipp contact for new Upnify client

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Klick-Tipp + Upnify Integration
1.
  • Klick-Tipp
    Tag is added to contact in Klick-Tipp Instant
  • Klick-Tipp
    Email is sent to contact in Klick-Tipp Instant
  • Klick-Tipp
    Email is opened by contact in Klick-Tipp Instant
  • Klick-Tipp
    Email link is clicked in Klick-Tipp Instant
  • Klick-Tipp
    Contact viewed email in web browser in Klick-Tipp Instant
  • Klick-Tipp
    Contact loads conversion pixel on website in Klick-Tipp Instant
  • Klick-Tipp
    SMS is sent to contact in Klick-Tipp Instant
  • 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.
  • Klick-Tipp
    Create contact in Klick-Tipp
  • Klick-Tipp
    Tag contact in Klick-Tipp
  • Klick-Tipp
    Untag contact in Klick-Tipp
  • Klick-Tipp
    Unsubscribe Contact in Klick-Tipp
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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