The Conversion Engine + Upnify Integration

Connect The Conversion Engine to Upnify in 1 click

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Upnify + The Conversion Engine Integration

Create The Conversion Engine contact for new Upnify client

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

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

Create Upnify client for new The Conversion Engine response

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

Plus, all of the information from the The Conversion Engine is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a The Conversion Engine - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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The Conversion Engine + Upnify Integration

Create Upnify client for new The Conversion Engine 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 The Conversion Engine 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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The Conversion Engine + Upnify Integration

Create Upnify client from new The Conversion Engine order

As an online store owner, you're likely using The Conversion Engine 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 The Conversion Engine 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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The Conversion Engine + Upnify Integration
1.
  • The Conversion Engine
    Order is created in The Conversion Engine Instant
  • The Conversion Engine
    Order is updated in The Conversion Engine Instant
  • The Conversion Engine
    Form response is created in The Conversion Engine Instant
  • The Conversion Engine
    Booking is created in The Conversion Engine Instant
  • The Conversion Engine
    Contact is created or updated in The Conversion Engine Instant
  • The Conversion Engine
    Product is created in The Conversion Engine Instant
  • The Conversion Engine
    Product is updated in The Conversion Engine Instant
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
2.
  • The Conversion Engine
    Create contact in The Conversion Engine
  • The Conversion Engine
    Delete contact in The Conversion Engine
  • The Conversion Engine
    Search contact in The Conversion Engine
  • The Conversion Engine
    Update contact in The Conversion Engine
  • The Conversion Engine
    Create product in The Conversion Engine
  • The Conversion Engine
    Update product in The Conversion Engine
  • The Conversion Engine
    Search product in The Conversion Engine
  • The Conversion Engine
    Create member in The Conversion Engine
  • The Conversion Engine
    Delete member in The Conversion Engine
  • The Conversion Engine
    Update member in The Conversion Engine
  • The Conversion Engine
    Create member group in The Conversion Engine
  • The Conversion Engine
    Update member group in The Conversion Engine
  • The Conversion Engine
    Delete member group in The Conversion Engine
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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