Lob + Upnify Integration

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Upnify + Lob Integration

Send Lob message for new Upnify client

Anytime a new client is added to your Upnify, automatically send them a message through Lob 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 - Lob 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!
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Upnify + Lob Integration

Send Lob message for new Upnify opportunity

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 Lob 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 - Lob integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Lob + Upnify Integration
1.
  • 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.
  • Lob
    Send letter in Lob
  • Lob
    Send postcard in Lob
  • Lob
    Verify US address in Lob
  • Lob
    Verify international address in Lob
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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