Integrate Upsales with dotdigital
Send information between Upsales and dotdigital automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in dotdigital each time a new contact is created in Upsales
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in dotdigital whenever a new contact is added in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates or updates a contact in dotdigital.
Create a new contact is in dotdigital each time a new contact is created in Upsales
Upsales + dotdigital
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Supported triggers and actions
Integrate Upsales and dotdigital 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
Survey response added
Triggers when a new response is added in the selected survey
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
Refresh segment
Refreshes an existing segment
Create address book
Creates a new address book
Send transactional email
Sends a transactional email
Send campaign to address book
Sends a campaign to the selected address book
Send campaign to contact
Sends a campaign to the specified contact
Enrol contact in program
Enrolls a contact in the selected program
Create contact data field
Creates a new contact data field
Create or update contact
Creates or updates a contact
Unsubscribe contact
Unsubscribes the specified 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.
Similar apps
What is dotdigital?
dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.
Similar apps
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
