Integrate Follow Up Boss with Upsales

Send information between Follow Up Boss 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 whenever a new contact is created in Follow Up Boss

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Upsales each time a new contact is created in Follow Up Boss.

How it works
  1. The flow triggers when a new contact is created in Follow Up Boss.
  2. Zoho Flow creates a new contact in Upsales.
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Create a new contact in Upsales whenever a new contact is created in Follow Up Boss

Follow Up Boss + Upsales

[esc]

Create a new contact in Follow Up Boss whenever 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 generate a new contact in Follow Up Boss each time a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in Follow Up Boss.
+

Create a new contact in Follow Up Boss whenever a new contact is created in Upsales

Upsales + Follow Up Boss

Build your own integrations between Follow Up Boss and Upsales

Connect Follow Up Boss 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 Follow Up Boss and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 contact

Creates a new contact

Notify for new inquiry or website event

Notifies you when a new inquiry is received or an event has occurred in your website

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 Follow Up Boss?

Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.

Contact Management CRM

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.

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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.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

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