Tarvent + Upnify Integration

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Upnify + Tarvent Integration

Create Tarvent contact for new Upnify client

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

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

Create Upnify client for new Tarvent 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 Tarvent 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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Tarvent + Upnify Integration
1.
  • Tarvent
    Contact is bounced in Tarvent Instant
  • Tarvent
    Survey is submitted in Tarvent Instant
  • Tarvent
    Contact is created in Tarvent Instant
  • Tarvent
    Contact is added to audience in Tarvent Instant
  • Tarvent
    Contact is added or removed from group in Tarvent Instant
  • Tarvent
    Contact note is added in Tarvent Instant
  • Tarvent
    Tag is added to contact in Tarvent Instant
  • Tarvent
    Tag is removed from contact in Tarvent Instant
  • Tarvent
    Contact is unsubscribed in Tarvent Instant
  • Tarvent
    Contact profile is updated in Tarvent Instant
  • Tarvent
    Contact is subscribed in Tarvent 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.
  • Tarvent
    Update Contact Status in Tarvent
  • Tarvent
    Generate custom event in Tarvent
  • Tarvent
    Send campaign in Tarvent
  • Tarvent
    Search audience by name in Tarvent
  • Tarvent
    Search audience group in Tarvent
  • Tarvent
    Search campaign by name in Tarvent
  • Tarvent
    Search journey in Tarvent
  • Tarvent
    Search custom event in Tarvent
  • Tarvent
    Search contact by email in Tarvent
  • Tarvent
    Start or stop Journey in Tarvent
  • Tarvent
    Create audience group in Tarvent
  • Tarvent
    Create contact in Tarvent
  • Tarvent
    Add note to contact in Tarvent
  • Tarvent
    Add contact to Journey in Tarvent
  • Tarvent
    Remove contact from journey in Tarvent
  • Tarvent
    Add tag to contact in Tarvent
  • Tarvent
    Remove tag from contact in Tarvent
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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