Upnify and Salesflare
How to connect Upnify
- Via Zapier — 6 operations available. Set it up ↗
What you can automate
- When new Client in Upnify, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Sale in Upnify, create opportunity, then find or create contact in Salesflare.
About Upnify
Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.
Upnify operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Client — Triggers when a new client 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.
- New Sale — Triggers when a new sale is created on your Upnify account.
Actions (2)
Things Salesflare can make it do
- Create a New Client — Create a new Client.
- Create a New Prospect — Create a new Prospect
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