PlatoForms + Upnify Integration

Connect PlatoForms to Upnify in 1 click

Integrate PlatoForms + Upnify For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular PlatoForms + Upnify Workflows

Create PlatoForms response for new Upnify opportunity

Upnify + PlatoForms Integration

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Create Upnify client for new PlatoForms response

When someone completes your PlatoForms, 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 PlatoForms is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Upnify integration set up makes it easy to manage your customer relationships and grow your business.

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Create Your Own PlatoForms & Upnify Integration Without Any Code

Create Custom Workflow

New submission in PlatoForms Instant
Client is created in Upnify Instant
Prospect is created in Upnify Instant
Opportunity is created in Upnify Instant
Sale is created in Upnify Instant

Submit form in PlatoForms
Create client in Upnify
Create prospects in Upnify

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You Can Also Connect PlatoForms or Upnify With 1200+ Other Apps

PlatoForms is a cloud service that converts your PDF forms to interactive web forms. It's simple and easy to use, and it works with both Google Chrome and Firefox.

See PlatoForms Integrations

Upnify empowers your sales team with advanced CRM tools, helping you manage leads, automate tasks, and boost conversions. Enhance your sales strategy with Upnify's comprehensive solution.

See Upnify Integrations