Knack + Upnify Integration

Connect Knack to Upnify in 1 click

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Upnify + Knack Integration

Create Knack record for new Upnify client

When a new client is created in your Upnify, you can automatically create a record for them in your Knack. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Knack + Upnify Integration

Create Upnify client for new Knack record

Automatically creating Upnify client records for new Knack record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Create Your Own Knack & Upnify Integration Without Any Code

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Knack + Upnify Integration
1.
  • Knack
    Record is created in Knack
  • 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.
  • Knack
    Create record in Knack
  • Knack
    Search record in Knack
  • Knack
    Update record in Knack
  • Knack
    Upload Files in Knack
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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