Firmao + Upnify Integration

Connect Firmao to Upnify in 1 click

Integrate Firmao + Upnify For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Firmao + Upnify Workflows

Create Firmao task for new Upnify client

In Upnify, when you create a client, it automatically creates a task in Firmao for that client. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular client on their client profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

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Create Firmao task for new Upnify opportunity

Upnify + Firmao Integration

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Create Your Own Firmao & Upnify Integration Without Any Code

Create Custom Workflow

Customer is created in Firmao
Task is created in Firmao
Client is created in Upnify Instant
Prospect is created in Upnify Instant
Opportunity is created in Upnify Instant
Sale is created in Upnify Instant

Create customer in Firmao
Create task in Firmao
Create client in Upnify
Create prospects in Upnify

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Firmao & Upnify In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Firmao or Upnify With 1200+ Other Apps

Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!

See Firmao Integrations

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.

See Upnify Integrations