ProveSource + Upnify Integration

Connect ProveSource to Upnify in 1 click

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Upnify + ProveSource Integration

Create ProveSource contact for new Upnify client

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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ProveSource + Upnify Integration
1.
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • ProveSource
    Send event in ProveSource
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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