Integrate EngageBay with Upsales
Send information between EngageBay and Upsales automatically, without writing any code, using Zoho Flow.
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Add a new contact in Upsales whenever a new contact is added in EngageBay
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Upsales whenever a new contact is created in EngageBay.
How it works
- The flow triggers when a new contact is created in EngageBay.
- Zoho Flow creates a new contact in Upsales.
Add a new contact in Upsales whenever a new contact is added in EngageBay
EngageBay + Upsales
Add a new contact in EngageBay whenever a new contact is added in Upsales
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in EngageBay each time 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 EngageBay.
Add a new contact in EngageBay whenever a new contact is added in Upsales
Upsales + EngageBay
Build your own integrations between EngageBay and Upsales
Connect EngageBay 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 EngageBay and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
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 company
Creates a new company
Create contact
Creates a new contact
Create deal
Creates a new deal
Create event
Creates a new event
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
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 EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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 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
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