Salesmate + Upnify Integration

Connect Salesmate to Upnify in 1 click

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1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
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2.

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Ready Workflows Ready Workflows   for Salesmate + Upnify Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Upnify + Salesmate Integration

Create Salesmate contact for new Upnify client

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 Upnify - Salesmate integration, anytime a new Upnify client is created, an Salesmate contact 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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Upnify + Salesmate Integration

Create Salesmate deal from new Upnify client

Anytime a new client is created in your Upnify, a new deal will automatically be created in your Salesmate. This ensures that all of your deal are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This Upnify - Salesmate integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Salesmate + Upnify Integration

Create Upnify client for new Salesmate 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 Salesmate - Upnify integration, anytime a new Salesmate 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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Automations

Top 10 Most Popular Salesmate Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Salesmate logo
Create Salesmate contact for new Elementor Forms form submission
Activate
Survey Monkey logo
Salesmate logo
Create Salesmate contact for new Survey Monkey survey response
Activate
WPForms logo
Salesmate logo
Create Salesmate contact for new WPForms form submission
Activate
tawk.to logo
Salesmate logo
Create Salesmate contact for new tawk.to chat
Activate
Salesmate logo
Credit Repair Cloud logo
Create Credit Repair Cloud client for new Salesmate contact
Activate
Elementor Forms logo
Salesmate logo
Create Salesmate contact for new Elementor Forms form submission
Activate
Survey Monkey logo
Salesmate logo
Create Salesmate contact for new Survey Monkey survey response
Activate
WPForms logo
Salesmate logo
Create Salesmate contact for new WPForms form submission
Activate
tawk.to logo
Salesmate logo
Create Salesmate contact for new tawk.to chat
Activate
Salesmate logo
Credit Repair Cloud logo
Create Credit Repair Cloud client for new Salesmate contact
Activate
Salesmate logo
Telegram logo
Send Telegram message for new Salesmate contact
Activate
Webflow (Legacy) logo
Salesmate logo
Create Salesmate contact for new Webflow form submission
Simvoly logo
Salesmate logo
Create Salesmate contact for new Simvoly form submission
Ontraport logo
Salesmate logo
Create Salesmate contact for new Ontraport response
involve.me logo
Salesmate logo
Create Salesmate contact for new involve.me participant
Salesmate logo
Telegram logo
Send Telegram message for new Salesmate contact
Activate
Webflow (Legacy) logo
Salesmate logo
Create Salesmate contact for new Webflow form submission
Simvoly logo
Salesmate logo
Create Salesmate contact for new Simvoly form submission
Ontraport logo
Salesmate logo
Create Salesmate contact for new Ontraport response
involve.me logo
Salesmate logo
Create Salesmate contact for new involve.me participant

Top 10 Most Popular Upnify Automations from
Integrately Community

Most popularmost-popular-automations
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
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

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

Salesmate
Salesmate
Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.
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.