ConvergeHub + Upnify Integration

Connect ConvergeHub to Upnify in 1 click

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1.
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
  • 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
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2.

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Ready Workflows Ready Workflows   for ConvergeHub + Upnify Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Upnify + ConvergeHub Integration

Create ConvergeHub 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 - ConvergeHub integration, anytime a new Upnify client is created, an ConvergeHub 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 + ConvergeHub Integration

Create ConvergeHub deal from new Upnify client

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

This Upnify - ConvergeHub 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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ConvergeHub + Upnify Integration

Create Upnify client for new ConvergeHub contact

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 ConvergeHub - Upnify integration, anytime a new ConvergeHub contact is created, an Upnify client 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.
See more
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Automations

Top 10 Most Popular ConvergeHub Automations from
Integrately Community

Just click on the workflow you want to automate

Autopilot logo
ConvergeHub logo
Create ConvergeHub contact for new Autopilot contact
Activate
Stackby logo
ConvergeHub logo
Create ConvergeHub contact for new Stackby row
Activate
ConvergeHub logo
ClickSend SMS logo
Send ClickSend SMS message for new ConvergeHub contact
ConvergeHub logo
Twilio logo
Send Twilio sms for new ConvergeHub contact
ConvergeHub logo
SendGrid logo
Send SendGrid email for new ConvergeHub contact
Autopilot logo
ConvergeHub logo
Create ConvergeHub contact for new Autopilot contact
Activate
Stackby logo
ConvergeHub logo
Create ConvergeHub contact for new Stackby row
Activate
ConvergeHub logo
ClickSend SMS logo
Send ClickSend SMS message for new ConvergeHub contact
ConvergeHub logo
Twilio logo
Send Twilio sms for new ConvergeHub contact
ConvergeHub logo
SendGrid logo
Send SendGrid email for new ConvergeHub contact
ConvergeHub logo
Online Live Support logo
Send Online Live Support message for new ConvergeHub contact
ConvergeHub logo
MailerSend logo
Send MailerSend message for new ConvergeHub contact
ConvergeHub logo
Telnyx logo
Send Telnyx message for new ConvergeHub contact
ConvergeHub logo
SMS Idea logo
Send SMS Idea message for new ConvergeHub contact
ConvergeHub logo
sms77 logo
Send sms77 message for new ConvergeHub contact
ConvergeHub logo
Online Live Support logo
Send Online Live Support message for new ConvergeHub contact
ConvergeHub logo
MailerSend logo
Send MailerSend message for new ConvergeHub contact
ConvergeHub logo
Telnyx logo
Send Telnyx message for new ConvergeHub contact
ConvergeHub logo
SMS Idea logo
Send SMS Idea message for new ConvergeHub contact
ConvergeHub logo
sms77 logo
Send sms77 message for new ConvergeHub contact

Top 10 Most Popular Upnify Automations from
Integrately Community

Most popularmost-popular-automations
01
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify client
02
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify opportunity
03
Google Sheets logo
Upnify logo
Create Upnify client for new Google Sheets row
04
Upnify logo
HubSpot logo
Create HubSpot contact for new Upnify client
05
Upnify logo
HubSpot logo
Create HubSpot deal from new Upnify client
cloud
Upnify
app integration
06
Upnify logo
Emailidea logo
Create Emailidea contact for new Upnify client
07
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
08
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
09
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
10
Upnify logo
GoHighLevel logo
Create GoHighLevel contact for new Upnify client
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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ConvergeHub
ConvergeHub
ConvergeHub is a powerful CRM that helps you manage leads & customers, create contacts, follow up on deals, schedule meetings, follow social media updates and monitor competitors with ease.
Upnify
Upnify
Upnify empowers your sales team with advanced CRM tools, helping you manage leads, automate tasks, and boost conversions. Enhance your sales strategy with Upnify's comprehensive solution.