Google Contacts + Upnify Integration

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Google Contacts + Upnify Integration

Create Upnify client for new Google Contacts contact

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 Google Contacts - Upnify integration, anytime a new Google Contacts contact is created, an Upnify client 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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Google Contacts + Upnify Integration
1.
  • Google Contacts
    Contact is created or updated in Google Contacts
  • Google Contacts
    Group is created in Google Contacts
  • 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.
  • Google Contacts
    Remove contact from group in Google Contacts
  • Google Contacts
    Create contact in Google Contacts
  • Google Contacts
    Update contact in Google Contacts
  • Google Contacts
    Find contact in Google Contacts
  • Google Contacts
    Add contact to group in Google Contacts
  • Google Contacts
    Create Group in Google Contacts
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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