Integrate Bit Form with Upsales

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

Explore prebuilt integration flows to get started

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Create a new contact in Upsales for each form entry generated by Bit Form

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new contact in Upsales using the form inputs received in Bit Form.

How it works
  1. The flow triggers when a new form response is received in Bit Form.
  2. Zoho Flow creates a new contact in Upsales.
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Create a new contact in Upsales for each form entry generated by Bit Form

Bit Form + Upsales

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Initiate a new booking in Upsales when a new form is submitted in Bit Form

Streamline scheduling by seamlessly processing booking requests directly from form builder. This flow will generate a new booking in Upsales for every new form entry in Bit Form.

How it works
  1. The flow triggers when a new form response is received in Bit Form.
  2. Zoho Flow creates a new appointment in Upsales.
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Initiate a new booking in Upsales when a new form is submitted in Bit Form

Bit Form + Upsales

Build your own integrations between Bit Form and Upsales

Connect Bit Form and Upsales with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Bit Form and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form response received

Triggers when a new form response is received

Contact created

Triggers when a new contact is created

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

Order created

Triggers when a new order is created

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Activity created

Triggers when a new activity is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Create form response

Creates a new form response

Create activity

Creates a new activity

Create contact

Creates a new contact

Create order

Creates a new order

Create company

Creates a new company

Create product

Creates a new product

Create appointment

Creates a new appointment

What is Bit Form?

Bit Form is a WordPress form builder. It provides 19+ field types with drag & drop features, a built-in style editor, pre-built contact form templates, and more.

Forms WordPress Plugins

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.

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

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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