Clientify + Upscale
Save recently tagged contacts in Clientify as prospects in Upscale
When a new tag is added to a contact in Clientify, streamline and enhance your lead management by instantly saving that prospect in Upscale. This automation saves you time by providing a seamlessly integrated workflow between your client management and lead tracking systems, allowing you to focus on building connections instead of manual data entry.
When a new tag is added to a contact in Clientify, streamline and enhance your lead management by instantly saving that prospect in Upscale. This automation saves you time by providing a seamlessly integrated workflow between your client management and lead tracking systems, allowing you to focus on building connections instead of manual data entry.
- When this happens...Tag Added to Contact
Triggers when a tag is added to a contact
- automatically do this!Save Prospect
Create or Update a Prospect in Upscale
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TagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try ItFirst Name
Last Name
Full Name
Title
Company name
Contact Type
Contact Source
Street
City
State
Country
Postal Code
email
Phone number
Tags
Custom Fields
Picture URL
Taxpayer Identification Number
Contact status
website
LinkedIn Url
Contact owner
Autoassignment owner
GDPR Acceptance Date
Visitor Key
Description
New Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired
Deal nameRequired
Deal amountRequired
Pipeline Stage
Expected Close Date
Deal Custom Fields
Contact API URL
Deal Owner
