Integrate FluentCRM with Upsales
Send information between FluentCRM and Upsales automatically, without writing any code, using Zoho Flow.
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Create a new contact in Upsales whenever a new contact is created in FluentCRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Upsales whenever a new contact is created in FluentCRM.
How it works
- The flow triggers when a new contact is created in FluentCRM.
- Zoho Flow creates a new contact in Upsales.
Create a new contact in Upsales whenever a new contact is created in FluentCRM
FluentCRM + Upsales
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Supported triggers and actions
Integrate FluentCRM and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when a new contact is updated
Contact created
Triggers when a new contact is created
Contact created
Triggers when a new contact is created
Event created
Triggers when a new event is created
Order created
Triggers when a new order is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
User created
Triggers when a new user is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create tag
Creates a new tag
Create list
Creates a new list
Update contact
Updates the details of the specified contact
Fetch contact
Fetches the details of an existing contact using ID
Create product
Creates a new product
Create company
Creates a new company
Create appointment
Creates a new appointment
Create contact
Creates a new contact
Create activity
Creates a new activity
Create order
Creates a new order
What is FluentCRM?
FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
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