Ontraport + Upnify Integration

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Upnify + Ontraport Integration

Create Ontraport contact for new Upnify client

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

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

Create Upnify client for new Ontraport response

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

Plus, all of the information from the Ontraport is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Ontraport - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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Ontraport + Upnify Integration

Create Upnify client for new Ontraport 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 Ontraport 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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Ontraport + Upnify Integration
1.
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
  • 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.
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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