Darwin AI + Upnify

Forward new Darwin AI sessions to create prospects in Upnify

Set up this automation process to seamlessly transform your forwarded sessions in Darwin AI into actionable prospects in Upnify. This workflow is perfect for businesses looking to streamline their lead generation process; as soon as a session is forwarded in Darwin AI, it swiftly results in creating a new prospect in Upnify. Start utilizing your data more effectively, and watch your business thrive.

When this happens...
Session Forwarded
Triggers when a session is forwarded to another agent.
TriggerInstant
automatically do this!
Create a New Prospect
Create a new Prospect
ActionWrite

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Supported triggers and actions

Session Analyzed
Triggers when a session is analyzed.
Trigger
Instant
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Session Closed Unforwarded
Triggers when a session is closed and unforwarded.
Trigger
Instant
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Session Forwarded Escalated
Triggers when a session is forwarded and escalated to another agent.
Trigger
Instant
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Session Forwarded Recovered
Triggers when a session is recovered and forwarded to another agent.
Trigger
Instant
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Session Replied
Triggers when a session is replied.
Trigger
Instant
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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

Session Closed
Triggers when a session is closed.
Trigger
Instant
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Session Forwarded
Triggers when a session is forwarded to another agent.
Trigger
Instant
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Session Forwarded Qualified
Triggers when a session is forwarded to another agent.
Trigger
Instant
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Session Opened
Triggers when a session is opened.
Trigger
Instant
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- Phone NumberRequired
- Channel ID
- Channel Type
- Message
- Initial State
- Initial Pipeline ID
- Utm Source
- Utm Campaign
- Utm Medium
- Intent
- Utm Term
- Utm Content
- Interest
- Media Url
- Media Type
- Location
Action
Write
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

About Darwin AI

Darwin AI offers AI-driven customer service solutions, specializing in human-like interactions for effective customer experiences and service improvements.