Mailchimp + Upnify Integration

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Upnify + Mailchimp Integration

Create Mailchimp contact for new Upnify client

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

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

Create Upnify client for new Mailchimp contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Upnify client and Mailchimp contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Mailchimp + Upnify Integration
1.
  • Mailchimp
    Subscriber is created/updated in Mailchimp
  • Mailchimp
    Subscriber is added to segment or tag in Mailchimp
  • Mailchimp
    Subscriber is added to list in Mailchimp Instant
  • Mailchimp
    Subscriber has unsubscribed in Mailchimp
  • Mailchimp
    Subscriber's profile is updated in Mailchimp Instant
  • Mailchimp
    List member is unsubscribed in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is cleaned from the list in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is changed in Mailchimp Instant
  • Mailchimp
    Campaign is created in Mailchimp
  • Mailchimp
    Campaign is sent in Mailchimp
  • Mailchimp
    Campaign email activity is created in Mailchimp
  • Mailchimp
    Campaign is sent or cancelled in Mailchimp Instant
  • Mailchimp
    Email is opened in Mailchimp
  • Mailchimp
    Link is clicked in Mailchimp
  • Mailchimp
    Customer is created in Mailchimp
  • Mailchimp
    Order is created in Mailchimp
  • Mailchimp
    Audience/List is created in Mailchimp
  • Mailchimp
    Folder is created in Mailchimp
  • Mailchimp
    List segments is created in Mailchimp
  • Mailchimp
    File is created in Mailchimp
  • Mailchimp
    Members is added/updated in segment in Mailchimp
  • 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.
  • Mailchimp
    Create or update subscriber in Mailchimp
  • Mailchimp
    Add tag to subscriber in Mailchimp
  • Mailchimp
    Update Subscriber in Mailchimp
  • Mailchimp
    Add note to subscriber in Mailchimp
  • Mailchimp
    Search subscriber by email in Mailchimp
  • Mailchimp
    Search subscriber by email in a list in Mailchimp
  • Mailchimp
    Unsubscribe email in Mailchimp
  • Mailchimp
    Remove subscriber in Mailchimp
  • Mailchimp
    Archive list member in Mailchimp
  • Mailchimp
    Send campaign in Mailchimp
  • Mailchimp
    Search campaign in Mailchimp
  • Mailchimp
    Update campaign in Mailchimp
  • Mailchimp
    Add or remove member tags in Mailchimp
  • Mailchimp
    Create custom event in Mailchimp
  • Mailchimp
    Create file in Mailchimp
  • Mailchimp
    Search customer in Mailchimp
  • Mailchimp
    Create campaign in Mailchimp
  • Mailchimp
    Search content of campaign in Mailchimp
  • Mailchimp
    Get campaign by id in Mailchimp
  • Mailchimp
    Get open campaign details for subscriber in Mailchimp
  • Mailchimp
    Create folder in Mailchimp
  • Mailchimp
    Add existing member to static segment in Mailchimp
  • Mailchimp
    Remove member from static segment in Mailchimp
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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