Stackby + Upnify Integration

Connect Stackby to Upnify in 1 click

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Upnify + Stackby Integration

Create Stackby row for new Upnify client

When a new client is created in your Upnify, you can automatically create a row for them in your Stackby. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Stackby + Upnify Integration

Create Upnify client for new Stackby row

Automatically creating Upnify client records for new Stackby row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Stackby + Upnify Integration
1.
  • Stackby
    Row is created in Stackby
  • Stackby
    Stack is created in Stackby
  • Stackby
    Table is created in Stackby
  • 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.
  • Stackby
    Search row in Stackby
  • Stackby
    Create row in Stackby
  • Stackby
    Update row in Stackby
  • Stackby
    Delete row in Stackby
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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