AppSheet + Upnify Integration

Connect AppSheet to Upnify in 1 click

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Upnify + AppSheet Integration

Create AppSheet record for new Upnify client

Upnify and AppSheet 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 record in AppSheet? 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 + AppSheet Integration

Create AppSheet record 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 record in AppSheet 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 AppSheet, creating record in AppSheet is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding record in AppSheet to keep your team up-to-date.
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AppSheet + 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.
  • AppSheet
    Create record in AppSheet
  • AppSheet
    Invoke action in AppSheet
  • AppSheet
    Update record in AppSheet
  • AppSheet
    Search record in AppSheet
  • AppSheet
    Delete record in AppSheet
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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