WPForms integration with Upnify
How to Create Upnify prospects from new WPForms entries
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Upnify prospects from new WPForms entries" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Upnify integrations
Upnify actions
Nekton can use any feature that is available in Upnify API.
Using our advanced AI, you can easily create custom automations for Upnify.
Here are some typical actions you can do in your automated workflows.
Create a New Client
Create a new Client.
Create a New Prospect
Create a new Prospect
New Client
Triggers when a new client is created on your Upnify account.
New Sale
Triggers when a new sale is created on your Upnify account.
New Oportunity
Triggers when a new opportunity is created.
New Prospect
Triggers when a new prospect is created on your Upnify account.
About Upnify
Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.