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Unbounce
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Unbounce
1. Choose trigger event
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Practifi
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Practifi
2. Choose action
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1. Select the event
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Test
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Unbounce
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Form Submission" from Unbounce.

Add your action

An action happens after the trigger—such as "Create Client" in Practifi.

You’re connected!

Zapier seamlessly connects Unbounce and Practifi, 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.

    • Client
      Required
    • Landing Page, Overlay or Sticky Bar
      Required
    Trigger
    Instant
    Try It
    • Client Key
    • Client Name
    • Entity Type
    • Notes
    • Segment
    • Stage
    • Housing Status
    • Marital Status
    • Trading Name
    • Tax Registration Number
    • Incorporation Date
    • Liability
    • Trading Name
    • Tax Registration Number
    • Trust Type
    • Deed Date
    • Key
    • Salutation
    • First Name
    • Last Name
      Required
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Key
    • Salutation
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Type
    • Street
    • City
    • State
    • Postal Code
    • Country
    • Street
    • City
    • State
    • Postal Code
    • Country
    Action
    Write
    • Update using
      Required
    • Id
    • Client Key
    • Client Name
    • Entity Type
    • Notes
    • Segment
    • Stage
    • Housing Status
    • Marital Status
    • Trading Name
    • Tax Registration Number
    • Incorporation Date
    • Liability
    • Trading Name
    • Tax Registration Number
    • Trust Type
    • Deed Date
    • Id
      Required
    • Key
    • Salutation
    • First Name
    • Last Name
      Required
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Id
    • Key
    • Salutation
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Type
    • Street
    • City
    • State
    • Postal Code
    • Country
    • Street
    • City
    • State
    • Postal Code
    • Country
    Action
    Write
    • Update using
      Required
    • Id
    • Key
    • Salutation
    • First Name
    • Last Name
      Required
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Client Key
    Action
    Write
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • Update using
      Required
    • Id
    • Client Key
    • Client Name
    • Entity Type
    • Notes
    • Segment
    • Stage
    • Housing Status
    • Marital Status
    • Trading Name
    • Tax Registration Number
    • Incorporation Date
    • Liability
    • Trading Name
    • Tax Registration Number
    • Trust Type
    • Deed Date
    • Id
    • Key
    • Salutation
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Id
    • Key
    • Salutation
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Type
    • Street
    • City
    • State
    • Postal Code
    • Country
    • Street
    • City
    • State
    • Postal Code
    • Country
    Action
    Write
    • Update using
      Required
    • Id
    • Key
    • Salutation
    • First Name
    • Last Name
      Required
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    Action
    Write
    • Key
    • Prospect Name
    • Notes
    • Start New Prospect Process
    • Segment
    • Key
    • Salutation
    • First Name
    • Last Name
      Required
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Street
    • City
    • State
    • Postal Code
    • Country
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Unbounce and Practifi 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Unbounce on the Zapier blog

Make work flow with AI

Level up your Unbounce to Practifi integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About Unbounce
Unbounce is a landing page platform that helps you convert more visitors into leads, sales, and customers. Unbounce Conversion Intelligence™ is AI powered-functionality that works with your marketing intuition to ensure the best campaign performance every time.
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About Practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
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