Upnify + WIIVO Integration

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Upnify + WIIVO Integration

Create WIIVO contact 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 - WIIVO integration, anytime a new Upnify client is created, an WIIVO contact 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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Upnify + WIIVO Integration

Send WIIVO message for new Upnify client

Anytime a new client is added to your Upnify, automatically send them a message through WIIVO 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 - WIIVO 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 + WIIVO Integration

Send WIIVO 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 WIIVO 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 - WIIVO integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Upnify + WIIVO Integration
1.
  • 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
  • WIIVO
    Message received from WhatsApp in WIIVO Instant
  • WIIVO
    Message sent to WhatsApp in WIIVO Instant
  • WIIVO
    Message is read from WhatsApp in WIIVO Instant
2.
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
  • WIIVO
    Send WhatsApp group message in WIIVO
  • WIIVO
    Send video via WhatsApp in WIIVO
  • WIIVO
    Send WhatsApp message in WIIVO
  • WIIVO
    Search WhatsApp message in WIIVO
  • WIIVO
    Update WhatsApp message in WIIVO
  • WIIVO
    Send image via WhatsApp in WIIVO
  • WIIVO
    Send documents/audio via WhatsApp in WIIVO
  • WIIVO
    Send scheduled WhatsApp message in WIIVO
  • WIIVO
    Send scheduled WhatsApp message to group in WIIVO
  • WIIVO
    Send location coordinates via WhatsApp in WIIVO
  • WIIVO
    Send location address via WhatsApp in WIIVO
  • WIIVO
    Create new internal contact (chat only) in WIIVO
  • WIIVO
    Search contact in WIIVO
  • WIIVO
    Update internal contact (chat only) in WIIVO
  • WIIVO
    Create user in WIIVO
  • WIIVO
    Create WhatsApp group chat in WIIVO
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