Toodledo + Upnify Integration

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Upnify + Toodledo Integration

Create Toodledo task for new Upnify client

Upnify and Toodledo are both powerful tools that, when used correctly, can help you become more productive.

When you create a client in Upnify, do you also create a task in Toodledo? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Upnify + Toodledo Integration

Create Toodledo task for new Upnify opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Toodledo to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Upnify? Well now there is!

With our integration between Upnify and Toodledo, creating task in Toodledo is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding task in Toodledo to keep your team up-to-date.
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Toodledo + Upnify Integration
1.
  • Toodledo
    New task is created in Toodledo
  • Toodledo
    Task is marked completed in Toodledo
  • Toodledo
    Task is assigned to a context in Toodledo
  • Toodledo
    New starred task is added in Toodledo
  • Toodledo
    New task is added in a folder in Toodledo
  • Toodledo
    New note is created in Toodledo
  • Toodledo
    New folder is created in Toodledo
  • Toodledo
    New context is created in Toodledo
  • 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
2.
  • Toodledo
    Create a new task in Toodledo
  • Toodledo
    Create a new context in Toodledo
  • Toodledo
    Create a new note in Toodledo
  • Toodledo
    Create a new folder in Toodledo
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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