Sympla + Upnify Integration

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Sympla + Upnify Integration

Create Upnify client from new Sympla attendee

Creating an event in Sympla is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this Sympla - Upnify integration to create a new client in Upnify for each person who registers for your event through Sympla. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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Sympla + Upnify Integration

Create Upnify client for new Sympla order

If you're using Sympla to manage your events, you'll want to make sure that your Upnify client are updated with the latest information. When a order is added to an event in Sympla, a new client will be created in Upnify automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Sympla + Upnify Integration
1.
  • Sympla
    Event is created in Sympla
  • Sympla
    Order is generated in Sympla
  • Sympla
    Attendee is generated in Sympla
  • 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.
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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