NioLeads + Upnify Integration

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NioLeads + Upnify Integration

Create Upnify client for new NioLeads contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this NioLeads - Upnify integration, anytime a new NioLeads contact is created, an Upnify client should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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NioLeads + Upnify Integration
1.
  • NioLeads
    Contact is created in NioLeads
  • 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.
  • NioLeads
    Find email in NioLeads
  • NioLeads
    Verify email in NioLeads
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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