Refiner + Upnify Integration

Connect Refiner to Upnify in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Refiner
    Survey response is submitted in Refiner Instant
  • Refiner
    User added to segment in Refiner 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
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2.

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Ready Workflows Ready Workflows   for Refiner + Upnify Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Refiner + Upnify Integration

Create Upnify client for new Refiner form submission

When someone completes your Refiner, a new client is automatically created in your Upnify. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Refiner is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Refiner - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Refiner Automations from
Integrately Community

Just click on the workflow you want to automate

Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
Activate
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
Activate
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission

Top 10 Most Popular Upnify Automations from
Integrately Community

Most popularmost-popular-automations
01
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify client
02
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify opportunity
03
Google Sheets logo
Upnify logo
Create Upnify client for new Google Sheets row
04
Upnify logo
HubSpot logo
Create HubSpot contact for new Upnify client
05
Upnify logo
HubSpot logo
Create HubSpot deal from new Upnify client
cloud
Upnify
app integration
06
Upnify logo
Emailidea logo
Create Emailidea contact for new Upnify client
07
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
08
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
09
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
10
Upnify logo
GoHighLevel logo
Create GoHighLevel contact for new Upnify client
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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Want to automate something else in your workflow?

You Can Also Connect Refiner or Upnify With 1400+ Other Apps

Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.
Upnify
Upnify
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.