Integrate Upsales with BulkGate
Send information between Upsales and BulkGate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate an SMS notification from BulkGate following a booking in Upsales
Provide customers with immediate confirmation of their booking for enhanced clarity. This flow will automate sending an SMS through BulkGate for any new booking made in Upsales.
How it works
- The flow triggers when a new appointment is created in Upsales.
- Zoho Flow sends SMS message to the specified phone number in BulkGate.
Initiate an SMS notification from BulkGate following a booking in Upsales
Upsales + BulkGate
Dispatch a welcome message in BulkGate for newly created contacts in Upsales
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email in BulkGate when a new contact is created in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow sends SMS message to the specified phone number in BulkGate.
Dispatch a welcome message in BulkGate for newly created contacts in Upsales
Upsales + BulkGate
Build your own integrations between Upsales and BulkGate
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Supported triggers and actions
Integrate Upsales and BulkGate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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
Send notification SMS
Sends SMS message to the specified phone number
Send promotional SMS
Send SMS messages to contacts saved in groups
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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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
