Optiin + UpViral Integration

Integrate Optiin to UpViral in one click, or tell Integrately AI how you want each form response handled. Capture new leads, assign referral points, unlock rewards, and track viral campaign growth automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • UpViral
    Lead is created in UpViral
  • UpViral
    Reward is unlocked in UpViral Instant
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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
  • UpViral
    Create Lead in UpViral
  • UpViral
    Add points in UpViral
  • UpViral
    Search contact in campaign by email in UpViral

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Ready Workflows Ready Workflows for Optiin + UpViral Integration

Capture form responses, create UpViral leads, assign reward points, unlock prizes, and sync your subscriber lists, all in just one click.

Most popular automationsmost-popular-automations
Optiin + UpViral Integration

Create UpViral contact for new Optiin form submission

Automatically creating UpViral contact for new Optiin form submission can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating UpViral contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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UpViral + Optiin Integration

Create Optiin contact for new UpViral contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Optiin contact and UpViral 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 + UpViral Integration

Create UpViral contact for new Optiin order

When a new Optiin order is placed, it's important to create a UpViral contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new UpViral contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new UpViral contact for every Optiin order, you can maximize your chances of success with each customer.
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Optiin + UpViral Integration

Create UpViral contact for new Optiin event

To best take advantage of every new Optiin event, it is essential to have a strong marketing campaign in UpViral in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust UpViral contact list, businesses can maximize their chances of success with Optiin event.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Optiin + UpViral flow

Send viral contest leads to your CRM, alert your team on Slack, and log giveaway data in spreadsheets. Pick a combination and activate it in one click.

Optiin
UpViral
+
MailchimpMailchimp (4)
+
ActiveCampaignActiveCampaign (4)
+
ShopifyShopify (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (3)
O
U
M
Add every Optiin form response to UpViral as a lead, and sync the subscriber in Mailchimp
Optiin form responses immediately become UpViral leads and update Mailchimp subscribers, removing manual exports and keeping your lists aligned.
U
O
M
When an UpViral reward is unlocked, update the contact in Optiin and add a tag in Mailchimp
Unlock milestones in UpViral while automatically updating contact records in Optiin and segmenting subscribers in Mailchimp.
O
U
M
Create a lead in UpViral from an Optiin contact update, and update the subscriber in Mailchimp
Keep UpViral campaigns and Mailchimp mailing lists updated whenever customer information changes in Optiin.
O
C
U
M
Use ChatGPT to summarise every Optiin form response before creating an UpViral lead and Mailchimp subscriber
Extract key insights from Optiin form submissions using ChatGPT before generating UpViral leads and Mailchimp subscribers.

Supported triggers and actions for Optiin and UpViral

Mix and match to build the exact automation you need

Optiin
Optiin Triggers & Actions
Instant
Product is created in Optiin
Triggers the automation when a new product is created
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Instant
Product is updated in Optiin
Triggers the automation when a product is updated
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Instant
Form response is created in Optiin
Triggers the automation when a form is filled
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Instant
Booking is created in Optiin
Triggers the automation when a new booking is created
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Instant
Contact is created or updated in Optiin
Triggers the automation when a contact is created or updated
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Instant
Order is created in Optiin
Triggers the automation when a new order is created
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Instant
Order is updated in Optiin
Triggers the automation when any order is updated
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Delete contact in Optiin
Removes a contact from the address book
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Update contact in Optiin
Updates contact information with new details
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Create product in Optiin
Generates and launch new products
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Search contact in Optiin
Finds and retrieves contact information
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Create contact in Optiin
Adds a new contact to the database
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Update product in Optiin
Updates product information
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Search product in Optiin
Searches for a product
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Create member in Optiin
Adds a new member to the system
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Delete member in Optiin
Removes a member from the system
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Update member in Optiin
Updates a member's information
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Create member group in Optiin
Creates a new group of members
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Update member group in Optiin
Updates the particular member group
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Delete member group in Optiin
Deletes a member group
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UpViral
UpViral Triggers & Actions
Lead is created in UpViral
Triggers the automation when a new lead is created
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Instant
Reward is unlocked in UpViral
Triggers the automation when a reward is unlocked
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Create Lead in UpViral
Generates new leads for potential customers
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Add points in UpViral
Allocate points to a user's account
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Search contact in campaign by email in UpViral
Searches for a contact in a campaign by email
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What can you automate with Optiin + UpViral?

Connect your website funnels and viral contests to eliminate manual work and keep your campaign data perfectly synchronised.

What you can automate?
🎯
Sync Optiin funnels to UpViral contests
Turn every form response or booking created in Optiin into a new lead in UpViral automatically, eliminating manual copy-pasting between platforms.
📊
Capture every submitted funnel field
Map all available Optiin form answers into your giveaway records instead of just basic names and emails, making your participant profiles much more detailed.
🔔
Alert your team instantly on Slack
Notify your marketing or sales channel the moment a new lead registers or unlocks a reward in your viral campaign, ensuring fast response times.
🔀
Route participants based on form input
Send leads to different giveaway tiers or campaigns depending on specific answers submitted in your Optiin website funnel.
🔄
Keep records updated as details change
Ensure contact updates made in Optiin automatically refresh your lead profiles and campaign data in UpViral without manual intervention.
🔍
Search and update existing contacts
Check whether a contact already exists in your campaigns before creating new entries, preventing duplicate leads and messy list management.
🏆
Manage reward milestones and points
Automatically assign points or update member groups when participants unlock rewards, keeping your gamification loops running smoothly.
📈
Extend your workflow to Google Sheets
Log every form response and contest milestone in a Google Sheets spreadsheet for transparent reporting and deep data analysis.
And much more...

Who is Optiin + UpViral integration for?

Marketing teams, funnel builders, and contest managers who need to sync funnel traffic with viral giveaway platforms without manual data entry.

Performance marketers
Performance marketers
Contest managers
Contest managers
Agency account managers
Agency account managers
Growth leads
Growth leads
Sales representatives
Sales representatives
Campaign analysts
Campaign analysts
📈
Performance marketers
You're running funnel campaigns across multiple channels but your tracking reports only update when someone manually exports submissions, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new form response lands in your giveaway platform instantly and your data stays current.
Contest managers
You need to act fast when participants unlock rewards, but manual notification delays cause your community engagement to stall — automating both apps means every reward milestone triggers lead updates instantly and keeps your participants engaged.
📋
Agency account managers
You answer to clients who want to see live campaign progress, but manual data transfers between funnel builders and giveaway tools create frustrating visibility gaps — with this integration, every form submission and referral updates your client tracking instantly.
🚀
Growth leads
The volume of inbound funnel traffic is too high for anyone to keep up with by hand, leading to lost giveaway entries and missed follow-ups — integrating these apps means every submission registers immediately without manual effort.
🤝
Sales representatives
You own the follow-up stage and depend on marketers to hand over qualified leads, but manual handoffs leave leads waiting too long — connecting these apps means every booking and order triggers lead creation and notifications instantly.
🗂️
Campaign analysts
You need a reliable historical record of every contest participant, but manual copying keeps leaving gaps in your database — automating both apps means every contact and form response is logged accurately every time.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Optiin + UpViral

Build and manage your Optiin + UpViral automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Optiin + UpViral with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Optiin to UpViral?
Frequently Asked Questions
You can connect Optiin to UpViral in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking tools like Google Sheets and Slack.
Can I automatically create UpViral leads from Optiin form submissions?
Frequently Asked Questions
Can I connect Optiin, UpViral, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Optiin and UpViral?
Frequently Asked Questions
How does Optiin data get sent to UpViral?
Frequently Asked Questions
Can UpViral reward unlocks trigger updates in Optiin?
Frequently Asked Questions
Do I need coding skills to automate Optiin and UpViral?
Frequently Asked Questions
Is the Optiin and UpViral integration free?
Frequently Asked Questions
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You Can Also Connect Optiin or UpViral With 1500+ Other Apps

Optiin
Popular Optiin Integrations
Connect Optiin to CRMs, email tools, and form platforms to manage and follow up on your funnel leads.
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UpViral
Popular UpViral Integrations
Sync UpViral with marketing automation, analytics, and messaging tools to expand your viral campaign reach.
See All
UpViral Integrations arrow right
No popular apps found