Create Upnify client for new Quotient quote
If your business uses Quotient to create quote, you'll want to make sure that your Upnify account is up-to-date with the latest client information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.
But what if you could automatically create a client in Upnify each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new client in Upnify.
See moreBut what if you could automatically create a client in Upnify each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new client in Upnify.
