Upnify + Workiom Integration

Connect Upnify to Workiom in 1 click

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Popular Upnify + Workiom Workflows

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Upnify + Workiom Integration

Create Workiom record for new Upnify client

When a new client is created in your Upnify, you can automatically create a record for them in your Workiom. 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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Workiom + Upnify Integration

Create Upnify client for new Workiom record

Automatically creating Upnify client records for new Workiom record 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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Upnify + Workiom Integration
1.
  • 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
  • Workiom
    Record is created in Workiom Instant
  • Workiom
    Record is updated in Workiom Instant
2.
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
  • Workiom
    Search multiple records in Workiom
  • Workiom
    Get record by ID in Workiom
  • Workiom
    Create record in Workiom
  • Workiom
    Update record in Workiom
  • Workiom
    Search record in Workiom
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