EasyCSV + Upnify Integration

Connect EasyCSV to Upnify in 1 click

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Upnify + EasyCSV Integration

Create EasyCSV data for new Upnify client

When a new client is created in your Upnify, you can automatically create a data for them in your EasyCSV. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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EasyCSV + Upnify Integration

Create Upnify client for new EasyCSV data

Automatically creating Upnify client records for new EasyCSV data entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Create Your Own EasyCSV & Upnify Integration Without Any Code

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EasyCSV + Upnify Integration
1.
  • EasyCSV
    Spreadsheet row is imported in EasyCSV Instant
  • 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.
  • EasyCSV
    Import data in EasyCSV
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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