Integrate Upnify with Retently

Integrate Upnify to trigger NPS/CSAT surveys after significant sales interactions or client updates, sync customer profiles to ensure consistent data across platforms, and utilize survey responses to enhance sales strategies and customer relationship management.

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About Upnify

Upnify is a CRM platform that provides functionalities for managing clients, sales, and opportunities, including creating and tracking clients and prospects.

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Upnify to Retently

1

New Client

Triggers when a new client is created on your Upnify account.
2

New Sale

Triggers when a new sale is created on your Upnify account.
3

New Opportunity

Triggers when a new opportunity is created.
4

New Prospect

Triggers when a new prospect is created on your Upnify account.
RetentlyUpnify logo

Retently to Upnify

1

Create a New Client

Creates a new client.
2

Create a New Prospect

Creates a new prospect.

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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

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