Clientify + Upscale

Clientify + Upscale integrations

Save recently tagged contacts in Clientify as prospects in Upscale

When a new tag is added to a contact in Clientify, streamline and enhance your lead management by instantly saving that prospect in Upscale. This automation saves you time by providing a seamlessly integrated workflow between your client management and lead tracking systems, allowing you to focus on building connections instead of manual data entry.

When this happens...
Tag Added to ContactTriggers when a tag is added to a contact
TriggerPolling
automatically do this!
Save ProspectCreate or Update a Prospect in Upscale
ActionWrite

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More things you can do with Clientify and Upscale

Discover other triggers and actions you can use with Clientify and Upscale

- Tag
  Required
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Task
Triggers when a new task is created in clientify.
Trigger
Polling
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- First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
Action
Write
- Contact
  Required
- Order Date
- Order Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write

Account Created
Triggers when a new Account is created.
Trigger
Instant
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Instant
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Prospect Created
Triggers when a new prospect is created in Upscale.
Trigger
Instant
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Prospect Unsubscribed
Triggers when a prospect unsubscribes from email communication.
Trigger
Instant
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- Update By
  Required
- Name
  Required
- Account Domain
- Tags
- Prospect Emails
Action
Write
- Prospect Email
  Required
- First Name
- Last Name
- Personal Email
- Work Phone
- Personal Phone
- Country
- Organisation
- Job Title
- LinkedIn URL
- Website URL
- Prospect Stage
  Required
- TimeZone (IANA)
- Tags
Action
Write

New Company
Triggers when a new company is created in clientify.
Trigger
Polling
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New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
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- Contact
  Required
- Abandoned Date
- Cart Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write
- Deal name
  Required
- Deal amount
  Required
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write
- Email
- Phone
- Full Name
- VAT Number
Action
Search
Account Updated
Triggers when an Account is updated.
Trigger
Instant
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Instant
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Prospect Opted Out
Triggers when a prospect opts out from all types of communication.
Trigger
Instant
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Prospect Updated
Triggers when a prospect is updated in Upscale.
Trigger
Instant
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- Update By
- Id
- Name
  Required
- Account
- Prospects
- Opportunity Stage
  Required
- Tags
- Amount Currency
- Amount Value
- Close Date
- Probability
Action
Write

About Clientify

Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.

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Related categories

CRM (Customer Relationship Management)

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About Upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

HelpHelp

Related categories

Sales & CRM

Related Zap Templates

Create new Clientify contacts from newly created Upscale prospects

Related Zap Templates

Create new Clientify contacts from newly created Upscale prospects