CINC + Upnify Integration

Connect CINC to Upnify in 1 click

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Upnify + CINC Integration

Create CINC 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 - CINC integration, anytime a new Upnify client is created, an CINC 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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CINC + 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.
  • CINC
    Create/Update Lead in CINC
  • CINC
    Add note to lead in CINC
  • CINC
    Trash Lead in CINC
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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