Integrate Upsales with ActiveCampaign

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

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Create a new contact is in ActiveCampaign each time a new contact is created in Upsales

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in ActiveCampaign whenever a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list in ActiveCampaign.
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Create a new contact is in ActiveCampaign each time a new contact is created in Upsales

Upsales + ActiveCampaign

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Supported triggers and actions

Integrate Upsales and ActiveCampaign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Deal note created

Triggers when a new deal note is created

Contact updated

Triggers when the details of an existing contact are updated

Account updated

Triggers when the details of an existing account are updated

Campaign starts sending

Triggers when a new campaign starts sending

Deal created

Triggers when a new deal is created

Campaign link clicked

Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.

Campaign opened

Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.

Contact tag added

Triggers when a tag is added to an existing contact

Account created

Triggers when a new account is created

Contact created

Triggers when a new contact is created

Deal updated

Triggers when the details of an existing deal are updated

Contact added to list

Triggers when a new contact is added to the selected list

Contact unsubscribed from campaign

Triggers when a contact unsubscribes as a result of a campaign email sent

Contact note created

Triggers when a new contact note is created

Deal task created

Triggers when a new deal task 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

Add or update contact

Adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list

Create contact

Creates a new contact

Create account

Creates a new account

Add contact to automation

Adds a contact to automation

Create deal

Creates a new deal

Create contact note

Creates a note for the specified contact

Add note to deal

Adds notes to the selected deal

Add tag to contact

Adds a tag to an existing contact

Create campaign

Creates and sends a new campaign

Create tracked event

Creates a custom website or application event

Update account

Updates the details of an existing account

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Fetch user

Fetches the details of an existing user

Fetch automation

Fetches the details of an existing automation by name

Search tag

Searches for an existing tag using name

Fetch deal

Fetches the details of an existing deal

Fetch account

Fetches the details of an existing account

Fetch contact

Fetches the details of an existing contact

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.

What is ActiveCampaign?

ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.

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.

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Logic

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

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Custom functions

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

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CEO, Lakeside CNC Group

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Technical Engineer, Master Liveaboards

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