Heartbeat + Upnify Integration

Anytime a new client is added to your Upnify, automatically send them a message through Heartbeat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Upnify - Heartbeat integration, you can rest assured that your new client will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

Whenever a new opportunity is created in your Upnify, you'll want to communicate with your team to make sure everyone is on the same page. Sending Heartbeat message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Upnify - Heartbeat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.