7todos + Upnify Integration

Connect 7todos to Upnify in 1 click

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Upnify + 7todos Integration

Create 7todos task for new Upnify client

Upnify and 7todos are both powerful tools that, when used correctly, can help you become more productive.

When you create a client in Upnify, do you also create a task in 7todos? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Upnify + 7todos Integration

Create 7todos task for new Upnify opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in 7todos to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Upnify? Well now there is!

With our integration between Upnify and 7todos, creating task in 7todos is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding task in 7todos to keep your team up-to-date.
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Create Your Own 7todos & Upnify Integration Without Any Code

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7todos + Upnify Integration
1.
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • 7todos
    Create Task in 7todos
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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Integrate 7todos & Upnify In 1 Click
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