Marketo + Upnify Integration

Connect Marketo to Upnify in 1 click

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Popular Marketo + Upnify Workflows

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Upnify + Marketo Integration

Create Marketo contact for new Upnify client

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Marketo + 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.
  • Marketo
    Create or update person in Marketo
  • Marketo
    Add Person to a list in Marketo
  • Marketo
    Search person in Marketo
  • Marketo
    Create or update custom object record in Marketo
  • Marketo
    Create or update opportunity in Marketo
  • Marketo
    Search Opportunity in Marketo
  • Marketo
    Search custom object record in Marketo
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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