Loops + Upnify Integration

Connect Loops to Upnify in 1 click

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Upnify + Loops Integration

Create Loops contact for new Upnify client

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Loops + 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.
  • Loops
    Create contact in Loops
  • Loops
    Send event in Loops
  • Loops
    Send transactional email in Loops
  • Loops
    Find contact by email in Loops
  • Loops
    Create or update contact in Loops
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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