Integrate Upsales with Outlook
Send information between Upsales and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a welcome email using Outlook when a new company is created in Upsales
Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Outlook for every new company created within Upsales.
How it works
- The flow triggers when a new company is created in Upsales.
- Zoho Flow creates and sends a new email in Outlook.
Initiate a welcome email using Outlook when a new company is created in Upsales
Upsales + Outlook
Create a new contact is in Outlook each time a new contact is created in Upsales
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Outlook 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 a new contact in Outlook.
Create a new contact is in Outlook each time a new contact is created in Upsales
Upsales + Outlook
Build your own integrations between Upsales and Outlook
Connect Upsales and Outlook with over 950+ 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 Outlook 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 sent
Triggers when a new email is sent
Event created
Triggers when a new event is created
Task created
Triggers when a new task is added to the selected list
Email received
Triggers when a new email is received
Event updated
Triggers when the details of an existing event are 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
Forward event
Forwards an event request to the specified recipients
Create contact
Creates a new contact
Reply to email
Replies to the specified email
Create event
Creates a new event
Create task
Creates a new task in the selected list
Send email
Creates and sends a new email
Flag email
Flags the specified email
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task in the selected list
Update event
Updates the details of an existing event
Fetch calendar
Fetches the details of a calendar by name
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
Find contact folder
Finds a folder by name
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Fetch task
Fetches the details of an existing task by title or ID from the selected list
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.
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Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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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
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Technical Engineer, Master Liveaboards
