Integrate Upsales with BulkGate

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

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Initiate an SMS notification from BulkGate following a booking in Upsales

Provide customers with immediate confirmation of their booking for enhanced clarity. This flow will automate sending an SMS through BulkGate for any new booking made in Upsales.

How it works
  1. The flow triggers when a new appointment is created in Upsales.
  2. Zoho Flow sends SMS message to the specified phone number in BulkGate.
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Initiate an SMS notification from BulkGate following a booking in Upsales

Upsales + BulkGate

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Dispatch a welcome message in BulkGate for newly created contacts in Upsales

Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email in BulkGate when 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 sends SMS message to the specified phone number in BulkGate.
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Dispatch a welcome message in BulkGate for newly created contacts in Upsales

Upsales + BulkGate

Build your own integrations between Upsales and BulkGate

Connect Upsales and BulkGate 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 Upsales and BulkGate 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

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

Send promotional SMS

Send SMS messages to contacts saved in groups

Send notification SMS

Sends SMS message to the specified phone number

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 BulkGate?

BulkGate is a messaging platform that enables companies and individuals to send messages to contacts anywhere in the world. It also lets you send personalized bulk SMS and SMS notifications.

Phone/SMS

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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