Smoove + Upnify Integration

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Upnify + Smoove Integration

Create Smoove contact for new Upnify client

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

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

Create Upnify client for new Smoove lead

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

Plus, all of the information from the Smoove is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Smoove - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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Smoove + Upnify Integration
1.
  • Smoove
    Lead is captured in Smoove
  • Smoove
    Subscriber is created in Smoove
  • Smoove
    List is created in Smoove
  • Smoove
    Subscriber reached seniority in Smoove
  • Smoove
    Form is created in Smoove
  • 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.
  • Smoove
    Add or Update Subscriber in Smoove
  • Smoove
    Search contact in Smoove
  • Smoove
    Unsubscribe a contact in Smoove
  • Smoove
    Create a new list in Smoove
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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