Recurly + Upnify Integration

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Upnify + Recurly Integration

Create Recurly account for new Upnify client

If you're using Upnify to manage your sales leads, it's important to also use Recurly 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 account will automatically be created in Recurly.

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

Create Upnify client for new Recurly account

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 Recurly account 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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Recurly + Upnify Integration
1.
  • Recurly
    Subscription is created in Recurly Instant
  • Recurly
    Invoice is created in Recurly Instant
  • Recurly
    Transaction is made in Recurly
  • Recurly
    Account is created in Recurly
  • Recurly
    Subscription is expired in Recurly Instant
  • Recurly
    Subscription is canceled in Recurly Instant
  • 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.
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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