Axonaut + Upnify Integration

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Popular Axonaut + Upnify Workflows

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Upnify + Axonaut Integration

Create Axonaut contact for new Upnify client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Upnify - Axonaut integration, anytime a new Upnify client is created, an Axonaut contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Upnify + Axonaut Integration

Create Axonaut opportunity from new Upnify client

Anytime a new client is created in your Upnify, a new opportunity will automatically be created in your Axonaut. This ensures that all of your opportunity are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This Upnify - Axonaut integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Axonaut + Upnify Integration
1.
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
2.
  • Axonaut
    Create Opportunity in Axonaut
  • Axonaut
    Create Company in Axonaut
  • Axonaut
    Create Employee in Axonaut
  • Axonaut
    Create Invoice in Axonaut
  • Axonaut
    Create Event in Axonaut
  • Axonaut
    Search Company in Axonaut
  • Axonaut
    Create Supplier in Axonaut
  • Axonaut
    Search Employee in Axonaut
  • Axonaut
    Get Quotation by ID in Axonaut
  • Axonaut
    Create Quotation in Axonaut
  • Axonaut
    Create Ticket in Axonaut
  • Axonaut
    Create Product in Axonaut
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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