Upnify + Vouch Integration

Connect Upnify to Vouch in 1 click

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Popular Upnify + Vouch Workflows

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Vouch + Upnify Integration

Create Upnify client for new Vouch response

When someone completes your Vouch, 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 Vouch is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Vouch - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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Upnify + Vouch Integration
1.
  • 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
  • Vouch
    Response is received in Vouch Instant
  • Vouch
    Campaign is created in Vouch
2.
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
  • Vouch
    Retrieve a campaign in Vouch
  • Vouch
    Publish campaign in Vouch
  • Vouch
    Create a campaign in Vouch
  • Vouch
    Pause campaign in Vouch
  • Vouch
    Delete a campaign in Vouch
  • Vouch
    Retrieve metrics for a campaign in Vouch
  • Vouch
    Create a Vouch in Vouch
  • Vouch
    Retrieve a vouch in Vouch
  • Vouch
    Retrieve metrics for vouch in Vouch
  • Vouch
    Delete a vouch in Vouch
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