SendX + Upnify Integration

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SendX + Upnify Integration
1.
  • SendX
    Contact is added in SendX
  • 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.
  • SendX
    Add or Update Contact in SendX
  • SendX
    Add tags in SendX
  • SendX
    Remove tags in SendX
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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