Connect Chatsimple and Upnify to power AI-driven automation

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Start with a template that brings Chatsimple and Upnify together. Build enterprise-grade automation in minutes.

Our most popular template

Create new Upnify prospects from new leads in Chatsimple
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Chatsimple + Upnify

Create new Upnify prospects from new leads in Chatsimple

Details

Try it

Chatsimple + Upnify

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Chatsimple with Upnify - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Chatsimple.

Add your action

An action happens after the trigger—such as "Create a New Client" in Upnify.

You’re connected!

Zapier seamlessly connects Chatsimple and Upnify, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Oportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Prospect
Triggers when a new prospect is created on your Upnify account.
Trigger
Instant
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- Origin
- Label
- Prospect phase
Action
Write

New Client
Triggers when a new client is created on your Upnify account.
Trigger
Instant
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New Sale
Triggers when a new sale is created on your Upnify account.
Trigger
Instant
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- Origin
- Phase
- Label
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Chatsimple and Upnify to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Chatsimple to Upnify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Chatsimple

Chatsimple AI Chatbot allow you to boost lead generation, convert visitors, and support customers 24/7.

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Related categories

Sales & CRM

About Upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Chatsimple and Upnify to power AI-driven automation

Launch your first automated workflow

Create new Upnify prospects from new leads in Chatsimple

Create new Upnify prospects from new leads in Chatsimple

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Chatsimple and Upnify to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Chatsimple to Upnify on the world's largest no-code automation platform