Optiin + Upnify Integration

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Upnify + Optiin Integration

Create Optiin contact for new Upnify client

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

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

Create Upnify client for new Optiin form submission

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

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

Create Upnify client for new Optiin 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 Optiin 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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Optiin + Upnify Integration

Create Upnify client from new Optiin order

As an online store owner, you're likely using Optiin to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' client information.

But did you know that you can easily integrate Optiin with Upnify? This integration will allow you to automatically create a client for each new order in Upnify.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Optiin + Upnify Integration
1.
  • Optiin
    Product is created in Optiin Instant
  • Optiin
    Product is updated in Optiin Instant
  • Optiin
    Form response is created in Optiin Instant
  • Optiin
    Booking is created in Optiin Instant
  • Optiin
    Contact is created or updated in Optiin Instant
  • Optiin
    Order is created in Optiin Instant
  • Optiin
    Order is updated in Optiin 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.
  • Optiin
    Delete contact in Optiin
  • Optiin
    Update contact in Optiin
  • Optiin
    Create product in Optiin
  • Optiin
    Search contact in Optiin
  • Optiin
    Create contact in Optiin
  • Optiin
    Update product in Optiin
  • Optiin
    Search product in Optiin
  • Optiin
    Create member in Optiin
  • Optiin
    Delete member in Optiin
  • Optiin
    Update member in Optiin
  • Optiin
    Create member group in Optiin
  • Optiin
    Update member group in Optiin
  • Optiin
    Delete member group in Optiin
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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