Simvoly + Upnify Integration

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Upnify + Simvoly Integration

Create Simvoly contact for new Upnify client

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

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

Create Upnify client for new Simvoly form submission

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

Create Upnify client for new Simvoly contact

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 Simvoly contact 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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Simvoly + Upnify Integration

Create Upnify client from new Simvoly order

As an online store owner, you're likely using Simvoly to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' client information.

But did you know that you can easily integrate Simvoly with Upnify? This integration will allow you to automatically create a client for each new order in Upnify.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Simvoly + Upnify Integration
1.
  • Simvoly
    Form response is created in Simvoly Instant
  • Simvoly
    Order is created in Simvoly Instant
  • Simvoly
    Order is updated in Simvoly Instant
  • Simvoly
    Contact is created or updated in Simvoly Instant
  • Simvoly
    Booking is created in Simvoly Instant
  • Simvoly
    Product is created in Simvoly Instant
  • Simvoly
    Product is updated in Simvoly 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.
  • Simvoly
    Create member in Simvoly
  • Simvoly
    Create contact in Simvoly
  • Simvoly
    Delete contact in Simvoly
  • Simvoly
    Update contact in Simvoly
  • Simvoly
    Search contact in Simvoly
  • Simvoly
    Create product in Simvoly
  • Simvoly
    Update product in Simvoly
  • Simvoly
    Search product in Simvoly
  • Simvoly
    Update member group in Simvoly
  • Simvoly
    Delete member group in Simvoly
  • Simvoly
    Create member group in Simvoly
  • Simvoly
    Search member in Simvoly
  • Simvoly
    Update member in Simvoly
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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