Textline + Upnify Integration

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Upnify + Textline Integration

Create Textline contact for new Upnify client

If you're using Upnify to manage your sales leads, it's important to also use Textline to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new client is created in Upnify, a corresponding contact will automatically be created in Textline.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Upnify + Textline Integration

Send Textline message for new Upnify client

Anytime a new client is added to your Upnify, automatically send them a message through Textline letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Upnify - Textline integration, you can rest assured that your new client will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Upnify + Textline Integration

Send Textline message for new Upnify opportunity

Whenever a new opportunity is created in your Upnify, you'll want to communicate with your team to make sure everyone is on the same page. Sending Textline message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Upnify - Textline integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Textline + Upnify Integration
1.
  • Textline
    Customer post is received in Textline Instant
  • 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.
  • Textline
    Search contact by phone number in Textline
  • Textline
    Search agent in Textline
  • Textline
    Turn on availibility of agent in Textline
  • Textline
    Turn off availibility of agent in Textline
  • Textline
    Send message in Textline
  • Textline
    Import contact message in Textline
  • Textline
    Create contact in Textline
  • Textline
    Update contact in Textline
  • Textline
    Send survey in Textline
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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