GoHighLevel + Upnify Integration

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Upnify + GoHighLevel Integration

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

Create GoHighLevel opportunity from new Upnify client

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

This Upnify - GoHighLevel 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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Upnify + GoHighLevel Integration

Create GoHighLevel task for new Upnify client

In Upnify, when you create a client, it automatically creates a task in GoHighLevel 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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GoHighLevel + Upnify Integration
1.
  • GoHighLevel
    Task is added in GoHighLevel Instant
  • GoHighLevel
    Task reminder is received in GoHighLevel Instant
  • GoHighLevel
    Trigger link is clicked in GoHighLevel Instant
  • GoHighLevel
    Order form is submitted in GoHighLevel Instant
  • GoHighLevel
    Contact is created in GoHighLevel Instant
  • GoHighLevel
    Opportunity is created in GoHighLevel
  • GoHighLevel
    Survey is submitted in GoHighLevel Instant
  • GoHighLevel
    Contact tag is changed in GoHighLevel Instant
  • GoHighLevel
    Pipeline stage is changed in GoHighLevel Instant
  • GoHighLevel
    Appointment is created in GoHighLevel Instant
  • GoHighLevel
    Birthday reminder is sent in GoHighLevel Instant
  • GoHighLevel
    Call status is changed in GoHighLevel Instant
  • GoHighLevel
    Custom date reminder is received in GoHighLevel Instant
  • GoHighLevel
    Customer booked an appointment in GoHighLevel Instant
  • GoHighLevel
    Customer replies in GoHighLevel Instant
  • GoHighLevel
    Email event occurs in GoHighLevel Instant
  • GoHighLevel
    Form is submitted in GoHighLevel Instant
  • GoHighLevel
    Note is added in GoHighLevel Instant
  • GoHighLevel
    Opportunity status is changed in GoHighLevel Instant
  • GoHighLevel
    Opportunity is staled in GoHighLevel 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.
  • GoHighLevel
    Create note in GoHighLevel
  • GoHighLevel
    Create task in GoHighLevel
  • GoHighLevel
    Create opportunity in GoHighLevel
  • GoHighLevel
    Create contact in GoHighLevel
  • GoHighLevel
    Search contact in GoHighLevel
  • GoHighLevel
    Update contact in GoHighLevel
  • GoHighLevel
    Update opportunity in GoHighLevel
  • GoHighLevel
    Create user in GoHighLevel
  • GoHighLevel
    Search opportunity in GoHighLevel
  • GoHighLevel
    Create appointment in GoHighLevel
  • GoHighLevel
    Get contact by ID in GoHighLevel
  • GoHighLevel
    Add tag to existing contact in GoHighLevel
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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