involve.me + Upnify

involve.me + Upnify integrations

Add new involve.me completed submissions as prospects in Upnify

Boost your sales pipeline by automatically creating new prospects in Upnify whenever someone completes a submission in involve.me. With this workflow, you can save time and ensure that valuable leads from your involve.me projects are instantly added to Upnify, keeping your sales process efficient and organized.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create a New ProspectCreate a new Prospect
ActionWrite

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More things you can do with involve.me and Upnify

Discover other triggers and actions you can use with involve.me and Upnify

- involve.me Funnel
  Required
Trigger
Instant
Try It
- Organization
  Required
- Email
  Required
- Tag
  Required
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

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
New Oportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is created on your Upnify account.
Trigger
Instant
Try It
- Origin
- Label
- Prospect phase
Action
Write

About involve.me

involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.

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Related categories

Forms & Surveys

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About Upnify

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