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How to receive prospects through an Upnify integration

Connect a website or external system to CRM to receive requests, apply initial settings, and confirm each submission.

Set up a Stripe webhook to record created invoices in CRM and match them to catalog products.

Record a direct sale for a contact or convert an opportunity while keeping the right sales context.

Record notes and agreements for Softphone and WebCall conversations, and learn where to find recordings.

Record when a payment was received and review expected installments from a sale or the Payments report.

Fix flagged rows, confirm which records were processed, and check the results in CRM.

Check which representative is associated with a sale and review commissions related to its collections.

Review issued tax documents and outstanding sales balances separately in CRM.