Outreach + Upnify Integration

Connect Outreach to Upnify in 1 click

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Popular Outreach + Upnify Workflows

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Upnify + Outreach Integration

Create Outreach contact for new Upnify client

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Outreach + Upnify Integration
1.
  • Outreach
    Prospect is added in Outreach Instant
  • Outreach
    Prospect is updated in Outreach Instant
  • Outreach
    Call is created in Outreach Instant
  • Outreach
    Task is added in Outreach Instant
  • Outreach
    Opportunity is added in Outreach Instant
  • Outreach
    Account is added in Outreach 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.
  • Outreach
    Add prospect to sequence in Outreach
  • Outreach
    Add prospect in Outreach
  • Outreach
    Search prospect by email in Outreach
  • Outreach
    Update prospect in Outreach
  • Outreach
    Get prospect by Id in Outreach
  • Outreach
    Add account in Outreach
  • Outreach
    Add opportunity in Outreach
  • Outreach
    Get opportunity by Id in Outreach
  • Outreach
    Search opportunity by name in Outreach
  • Outreach
    Add task in Outreach
  • Outreach
    Search sequence in Outreach
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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