Integrate Upsales with ConvergeHub
Send information between Upsales and ConvergeHub automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Upsales each time a new contact is created in ConvergeHub
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 ConvergeHub.
How it works
- The flow triggers when new contact is created in ConvergeHub.
- Zoho Flow creates a new contact in Upsales.
Generate a new contact in Upsales each time a new contact is created in ConvergeHub
ConvergeHub + Upsales
Create a new contact in ConvergeHub whenever a new contact is created in Upsales
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in ConvergeHub whenever 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 ConvergeHub.
Create a new contact in ConvergeHub whenever a new contact is created in Upsales
Upsales + ConvergeHub
Build your own integrations between Upsales and ConvergeHub
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Supported triggers and actions
Integrate Upsales and ConvergeHub 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
New contact
Triggers when new contact is created
New event
Triggers when a new event is created
New account
Triggers when a new account is created
New target
Triggers when a new target is created
New lead
Triggers when a new lead 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
Create event
Creates a new event
Create contact
Creates a new contact
Create account
Creates a new account
Create lead
Creates a new lead
Create target
Creates a new target
Update lead
Updates the details of an existing lead
Fetch event
Fetches an existing event by ID
Fetch account
Fetches an existing account by ID
Fetch contact
Fetches an existing contact by ID
Fetch target
Fetches an existing target by ID
Fetch lead
Fetches an existing lead by ID
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.
Similar apps
What is ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
Similar apps
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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
