Lexoffice + Upnify Integration

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Popular Lexoffice + Upnify Workflows

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Upnify + Lexoffice Integration

Create Lexoffice contact for new Upnify client

If you're using Upnify to manage your sales leads, it's important to also use Lexoffice to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new client is created in Upnify, a corresponding contact will automatically be created in Lexoffice.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Lexoffice + Upnify Integration

Create Upnify client for new Lexoffice contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Upnify client and Lexoffice contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Lexoffice + Upnify Integration
1.
  • Lexoffice
    Contact is created in Lexoffice Instant
  • Lexoffice
    Contact is changed in Lexoffice Instant
  • Lexoffice
    Contact is deleted in Lexoffice Instant
  • Lexoffice
    Invoice is created in Lexoffice Instant
  • Lexoffice
    Invoice is changed in Lexoffice Instant
  • Lexoffice
    Invoice is deleted in Lexoffice Instant
  • Lexoffice
    Quotation is created in Lexoffice Instant
  • Lexoffice
    Quotation is changed in Lexoffice Instant
  • Lexoffice
    Quotation status is changed in Lexoffice Instant
  • Lexoffice
    Quotation is deleted in Lexoffice Instant
  • Lexoffice
    Order confirmation is created in Lexoffice Instant
  • Lexoffice
    Voucher is created in Lexoffice Instant
  • Lexoffice
    Invoice status is changed in Lexoffice Instant
  • Lexoffice
    Voucher status is changed in Lexoffice Instant
  • Lexoffice
    Order confirmation status is changed in Lexoffice Instant
  • Lexoffice
    Credit note is created in Lexoffice Instant
  • Lexoffice
    Credit note is changed in Lexoffice Instant
  • Lexoffice
    Credit note status is changed in Lexoffice Instant
  • Lexoffice
    Credit note is deleted in Lexoffice Instant
  • Lexoffice
    Voucher is changed in Lexoffice Instant
  • Lexoffice
    Voucher is deleted in Lexoffice Instant
  • Lexoffice
    Order confirmation is changed in Lexoffice Instant
  • Lexoffice
    Order confirmation is deleted in Lexoffice Instant
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
2.
  • Lexoffice
    Create a quotation in Lexoffice
  • Lexoffice
    Search contact in Lexoffice
  • Lexoffice
    Update contact in Lexoffice
  • Lexoffice
    Create contact in Lexoffice
  • Lexoffice
    Search contact by name in Lexoffice
  • Lexoffice
    Create an invoice in Lexoffice
  • Lexoffice
    Create a voucher in Lexoffice
  • Lexoffice
    Create a credit note in Lexoffice
  • Lexoffice
    Search voucher list in Lexoffice
  • Lexoffice
    Create article in Lexoffice
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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