Redbooth + Upnify Integration

Connect Redbooth to Upnify in 1 click

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Upnify + Redbooth Integration

Create Redbooth task for new Upnify client

Upnify and Redbooth 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 Redbooth? 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 + Redbooth Integration

Create Redbooth 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 Redbooth 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 Redbooth, creating task in Redbooth is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding task in Redbooth to keep your team up-to-date.
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Redbooth + Upnify Integration
1.
  • Redbooth
    Task is created in Redbooth
  • Redbooth
    Project is created in Redbooth
  • Redbooth
    Notification is created in Redbooth
  • Redbooth
    List is created in Redbooth
  • 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.
  • Redbooth
    Create task list in Redbooth
  • Redbooth
    Create project in Redbooth
  • Redbooth
    Create Subtask in Redbooth
  • Redbooth
    Create task in Redbooth
  • Redbooth
    Search task in Redbooth
  • Redbooth
    Create comment in Redbooth
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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