Upnify + Yanado Integration

Connect Upnify to Yanado in 1 click

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Upnify + Yanado Integration

Create Yanado email task for new Upnify client

Upnify and Yanado 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 email task in Yanado? 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 + Yanado Integration

Create Yanado email 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 email task in Yanado 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 Yanado, creating email task in Yanado is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding email task in Yanado to keep your team up-to-date.
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Upnify + Yanado 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
  • Yanado
    Task is created in Yanado
  • Yanado
    Email task is created in Yanado
  • Yanado
    Task is updated in Yanado
  • Yanado
    Task status is changed in Yanado
  • Yanado
    Task reminder is created in Yanado
  • Yanado
    Comment is created in Yanado
2.
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
  • Yanado
    Create task from email in Yanado
  • Yanado
    Update task in Yanado
  • Yanado
    Search Task in Yanado
  • Yanado
    Create task in Yanado
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