Cliengo + Upnify

Create new Upnify prospects from new Cliengo customers

Automate your prospect generation process by connecting Cliengo and Upnify. When a new customer is added in Cliengo, this workflow will seamlessly create a new prospect in Upnify, ensuring your sales pipeline stays organized and up-to-date. Save time and keep your focus on converting those leads into customers.

Automate your prospect generation process by connecting Cliengo and Upnify. When a new customer is added in Cliengo, this workflow will seamlessly create a new prospect in Upnify, ensuring your sales pipeline stays organized and up-to-date. Save time and keep your focus on converting those leads into customers.

  1. When this happens...
    CliengoCliengo
    Nuevo Cliente - New Customer

    Se activa cuando un cliente es creado - Triggers when a new customer is created.

    TriggerPolling
  2. automatically do this!
    UpnifyUpnify
    Create a New Prospect

    Create a new Prospect

    ActionWrite
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Supported triggers and actions

    • Website

    • Nombre del lead si es vacio / Lead name if empty

    • Tiempo de espera de nuevos contactos (min) / Delay time for new contacts (min)

    • Email con el teléfono si es Vacio / Email with phone if empty

    Trigger
    Polling
    Try It
    • ID Required

    • Nombre / Name

    • Correo Electronico / Email

    • Teléfono / Phone

    • Calificación / Rating

    • Estado / Status

    Action
    Write
    • FieldRequired

    Action
    Search
  • Upnify triggers, actions, and search

    New Oportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
cliengo logo
cliengo logo

About Cliengo

Cliengo is a Chatbot that converts your visitors into leads, automatically 24/7.

Related categories

  • Contact Management
upnify logo
upnify logo

About Upnify

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

Related categories

  • CRM (Customer Relationship Management)

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