Formaloo + Upnify Integration

Connect Formaloo to Upnify in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formaloo
    New successful payment in Formaloo Instant
  • Formaloo
    Form is submitted in Formaloo 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
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2.

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Ready Workflows Ready Workflows   for Formaloo + Upnify Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Formaloo + Upnify Integration

Create Upnify client for new Formaloo form submission

When someone completes your Formaloo, a new client is automatically created in your Upnify. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Formaloo is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Formaloo - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Formaloo Automations from
Integrately Community

Just click on the workflow you want to automate

Formaloo logo
Microsoft Outlook logo
Create Microsoft Outlook event for new Formaloo form submission
Formaloo logo
Assembla logo
Create Assembla ticket for new Formaloo form submission
Formaloo logo
Publit.io logo
Create Publit.io folder from new Formaloo form submission
Formaloo logo
Google Chat logo
Send Google Chat message for new Formaloo form submission
Formaloo logo
FreeAgent logo
Create FreeAgent contact for new Formaloo form submission
Formaloo logo
Microsoft Outlook logo
Create Microsoft Outlook event for new Formaloo form submission
Formaloo logo
Assembla logo
Create Assembla ticket for new Formaloo form submission
Formaloo logo
Publit.io logo
Create Publit.io folder from new Formaloo form submission
Formaloo logo
Google Chat logo
Send Google Chat message for new Formaloo form submission
Formaloo logo
FreeAgent logo
Create FreeAgent contact for new Formaloo form submission
Formaloo logo
Zoho Meeting logo
Create Zoho Meeting meeting for new Formaloo form submission
Formaloo logo
Raynet CRM logo
Create Raynet CRM businesscase for new Formaloo form submission
Formaloo logo
Firebase / Firestore logo
Email It logo
When Form is submitted in Formaloo > Update firebase realtime database record in Firebase / Firestore > Send email in Email It
Formaloo logo
ablefy logo
Create ablefy product from new Formaloo form submission
Formaloo logo
Lofty logo
Create Lofty lead for new Formaloo form submission
Formaloo logo
Zoho Meeting logo
Create Zoho Meeting meeting for new Formaloo form submission
Formaloo logo
Raynet CRM logo
Create Raynet CRM businesscase for new Formaloo form submission
Formaloo logo
Firebase / Firestore logo
Email It logo
When Form is submitted in Formaloo > Update firebase realtime database record in Firebase / Firestore > Send email in Email It
Formaloo logo
ablefy logo
Create ablefy product from new Formaloo form submission
Formaloo logo
Lofty logo
Create Lofty lead for new Formaloo form submission

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
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Formaloo or Upnify With 1400+ Other Apps

Formaloo
Formaloo
Formaloo is the Customer Data Platform designed to unlock the hidden value in your data. It allows you to reach out to customers using their behavior, expectations, personal tastes, and their preferences when making a purchase decision.
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.