Crisp + Upnify

Create new Upnify prospects from new Crisp contacts

When a new contact is added in your Crisp app, wouldn't it be helpful if that information could be used to create a new prospect in Upnify as well? This workflow does just that, saving you precious time. Instead of manual data entry, you can focus on engaging with your prospects and growing your business. Enjoy a seamless connection between Crisp and Upnify with this efficient automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create a New Prospect
Create a new Prospect
ActionWrite

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Supported triggers and actions

Edited Contact
Triggers when a contact is edited.
Trigger
Instant
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Message Incoming
Triggers when a visitor sends a message.
Trigger
Instant
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New Conversation
Triggers when a new conversation is created.
Trigger
Instant
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Conversation Segments Updated
Triggers when a segment is added or removed in a conversation.
Trigger
Instant
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- Conversation ID (session_id)Required
- SegmentsRequired
Action
Write

- User EmailRequired
- User NameRequired
- Message FromRequired
- MessageRequired
Action
Write
- Conversation ID (session_id)Required
- Note message contentRequired
Action
Write

- Conversation ID (session_id)Required
- Message contentRequired
Action
Write
- QueryRequired
Action
Search
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

Message Sent
Triggers when an operator sends a message
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Conversation Custom Data Updated
Triggers when custom data is added or removed in a conversation.
Trigger
Instant
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Conversation Status Change
Triggers when a conversation is (un)resolved.
Trigger
Instant
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- EmailRequired
- NameRequired
- Phone Number
- Address
- Website
- Company
- Position
- Segments
- Notepad
- Custom Data
Action
Write
- EmailRequired
- Event nameRequired
Action
Write
- Conversation ID (session_id)Required
- Message contentRequired
- Nickname
Action
Write
- Conversation ID (session_id)Required
- StateRequired
Action
Write
- EmailRequired
Action
Search
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
Try It
- Origin
- Label
- Prospect phase
Action
Write