Integrate Upsales with Office 365
Send information between Upsales and Office 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Trigger a welcome email through Office 365 when a new company is added in Upsales
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Office 365 to new companies created in Upsales.
How it works
- The flow triggers when a new company is created in Upsales.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Trigger a welcome email through Office 365 when a new company is added in Upsales
Upsales + Office 365
Generate a new contact in Office 365 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 Office 365 whenever a new contact is created in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates a new contact in Office 365.
Generate a new contact in Office 365 each time a new contact is created in Upsales
Upsales + Office 365
Build your own integrations between Upsales and Office 365
Connect Upsales and Office 365 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 Office 365 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
Email received
Triggers when a new email is received
Event added
Triggers when a new event is added in the selected calendar
Contact added
Triggers when a new contact is added
Calendar added
Triggers when a new calendar is added
Event updated
Triggers when any detail of an existing event is updated
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
Create event
Creates a new event in the selected calendar
Send email
Creates and sends an email to a recipient
Add user
Adds a new account user
Create contact
Creates a new contact
Update user
Updates the details of an existing user by ID
Update contact
Updates the details of an existing contact by ID
Update event
Updates the details of an existing event by ID
Fetch user
Fetches the details of an existing user by display name
Find contact folder
Finds a contact folder using name
Invite user
Invites the specified user to your group
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by name
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 Office 365?
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.
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 >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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
