Favro + Upnify Integration

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Upnify + Favro Integration

Create Favro card for new Upnify client

Upnify and Favro 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 card in Favro? 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 + Favro Integration

Create Favro card 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 card in Favro 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 Favro, creating card in Favro is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding card in Favro to keep your team up-to-date.
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Favro + 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.
  • Favro
    Create card in Favro
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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