Zoho Connect + Upnify Integration

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Upnify + Zoho Connect Integration

Create Zoho Connect task for new Upnify client

Upnify and Zoho Connect 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 Zoho Connect? 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 + Zoho Connect Integration

Create Zoho Connect 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 Zoho Connect 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 Zoho Connect, creating task in Zoho Connect is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding task in Zoho Connect to keep your team up-to-date.
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Zoho Connect + Upnify Integration
1.
  • Zoho Connect
    Task is created in Zoho Connect Instant
  • Zoho Connect
    Event is created in Zoho Connect Instant
  • Zoho Connect
    Member is added in group in Zoho Connect Instant
  • Zoho Connect
    Member is added in network in Zoho Connect Instant
  • Zoho Connect
    Conversation is started in Zoho Connect Instant
  • Zoho Connect
    User is mentioned in post in Zoho Connect Instant
  • 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.
  • Zoho Connect
    Create post in Zoho Connect
  • Zoho Connect
    Create task in Zoho Connect
  • Zoho Connect
    Create event in Zoho Connect
  • Zoho Connect
    Invite user to network in Zoho Connect
  • Zoho Connect
    Add member to group in Zoho Connect
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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Integrate Zoho Connect & Upnify In 1 Click
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