Skip to content

Integrate Upnify with Cliengo to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Upnify with Cliengo - no code necessary. See how you can get setup in minutes.

Select a trigger from Upnify

A trigger is an event that starts your Zap and runs the workflow. For example, with Upnify, a trigger could be "New Client."

A trigger is the event that kicks off your automated workflow.

Setup an action from Cliengo

An action is what takes place after the automation is triggered. For example, with Cliengo, the action could be "Crear Cliente / Create Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Upnify to Cliengo

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

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

Set up your first integration

Quickly connect Upnify to Cliengo with a Zapier template.

Our most popular template

Create Upnify prospects from new or updated Cliengo customers
Details
Try it
Cliengo + Upnify
Create new Upnify prospects from new Cliengo customers
Details
Try it
Cliengo + Upnify

Create Upnify prospects from new or updated Cliengo customers

Cliengo + Upnify

Create new Upnify prospects from new Cliengo customers

Cliengo + Upnify

Make work flow with AI

Level up your Upnify to Cliengo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Upnify and Cliengo 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.

Connect Upnify and Cliengo to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

New Client
Triggers when a new client is created on your Upnify account.
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created on your Upnify account.
Trigger
Instant
Try It
- Origin
- Phase
- Label
Action
Write
- 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
Scheduled
Try It
- Nombre / First Name
  Required
- Apellido / Last Name
- Correo Electronico / Email
  Required
- Teléfono / Phone
- Teléfono Internacionl / International Phone
- Whatsapp
- Identificación Nacional / National Indentity
- Edad / Age
- Estado / Status
- Mensaje / Message
- Nacionalidad / Nationality
- Website
- Nombre de Empresa / Company Name
- URL de Referencia / Referal URL
- Referido / Referer
- Landing URL
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Content
- UTM Term
- UTM Adgroup
- Google Click Identifier
- Dirección IP / IP Direction
- Campos Personalizados / Custom Params
Action
Write

- Field
  Required
Action
Search

New Oportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is created on your Upnify account.
Trigger
Instant
Try It
- Origin
- Label
- Phase
Action
Write
- 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
Scheduled
Try It
- ID
  Required
- Nombre / First Name
  Required
- Correo Electronico / Email
  Required
- Teléfono / Phone
- Calificación / Rating
- Estado / Status
Action
Write
- Field
  Required
Action
Search

Learn how to automate Upnify on the Zapier blog

Learn how to automate Cliengo on the Zapier blog

About Upnify

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Cliengo

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

Related categories

Contact Management

Connect Upnify to Cliengo on the world's largest no-code automation platform

Sign up with Google