Lunatask + Upnify Integration

Connect Lunatask to Upnify in 1 click

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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
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2.

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Upnify + Lunatask Integration

Create Lunatask task for new Upnify client

Upnify and Lunatask are both powerful tools that, when used correctly, can help you become more productive.

When you create a client in Upnify, do you also create a task in Lunatask? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Upnify + Lunatask Integration

Create Lunatask task for new Upnify opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Lunatask to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Upnify? Well now there is!

With our integration between Upnify and Lunatask, creating task in Lunatask is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding task in Lunatask to keep your team up-to-date.
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Top 10 Most Popular Upnify Automations from
Integrately Community

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01
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify client
02
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify opportunity
03
Google Sheets logo
Upnify logo
Create Upnify client for new Google Sheets row
04
Upnify logo
HubSpot logo
Create HubSpot contact for new Upnify client
05
Upnify logo
HubSpot logo
Create HubSpot deal from new Upnify client
cloud
Upnify
app integration
06
Upnify logo
Emailidea logo
Create Emailidea contact for new Upnify client
07
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
08
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
09
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
10
Upnify logo
GoHighLevel logo
Create GoHighLevel contact for new Upnify client
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1
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2
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Want to automate something else in your workflow?

You Can Also Connect Lunatask or Upnify With 1400+ Other Apps

Lunatask
Lunatask
Lunatask is an all-in-one productivity app with to-do lists, habit tracking, journaling, and more—designed to help you stay organized, focused, and in control of your day.
Upnify
Upnify
Upnify empowers your sales team with advanced CRM tools, helping you manage leads, automate tasks, and boost conversions. Enhance your sales strategy with Upnify's comprehensive solution.