Syncro + Upnify Integration

Connect Syncro to Upnify in 1 click

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Popular Syncro + Upnify Workflows

Create Syncro customer 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 - Syncro integration, anytime a new Upnify client is created, an Syncro customer 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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Create Upnify client for new Syncro customer

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 Syncro - Upnify integration, anytime a new Syncro customer 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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Create Custom Workflow

Customer is created in Syncro
Ticket is created in Syncro Instant
Ticket status is changed in Syncro Instant
Ticket is marked as resolved in Syncro Instant
RMM alert is created in Syncro Instant
Invoice is created in Syncro Instant
Payment is made in Syncro Instant
Sale is created in Upnify Instant
Opportunity is created in Upnify Instant
Prospect is created in Upnify Instant
Client is created in Upnify Instant

Create customer in Syncro
Search customer in Syncro
Create ticket in Syncro
Create lead in Syncro
Create client in Upnify
Create prospects in Upnify

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You Can Also Connect Syncro or Upnify With 1200+ Other Apps

Syncro is the integrated business platform for running a profitable MSP. With PSA, RMM & remote access all in one affordable package, Syncro is perfect for any business looking to streamline its operations.

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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.

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