Integrate Happyforms with Upsales

Send information between Happyforms and Upsales automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create a new contact in Upsales for each form entry generated by Happyforms

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Upsales the form responses received in Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new contact in Upsales.
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Create a new contact in Upsales for each form entry generated by Happyforms

Happyforms + Upsales

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Create a new booking in Upsales for new form submissions made in Happyforms

Facilitate prompt scheduling by efficiently handling booking requests submitted through form builder. This flow will initiate a new booking in Upsales whenever there is a new form submission in Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new appointment in Upsales.
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Create a new booking in Upsales for new form submissions made in Happyforms

Happyforms + Upsales

Build your own integrations between Happyforms and Upsales

Connect Happyforms and Upsales with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Happyforms and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

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 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 Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

Forms WordPress Plugins

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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