Integrate Upsales with Mixmax

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

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Create a new contact is in Mixmax each time a new contact is created in Upsales

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Mixmax whenever a new contact is added in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates or updates a contact in the selected contact group in Mixmax.
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Create a new contact is in Mixmax each time a new contact is created in Upsales

Upsales + Mixmax

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Supported triggers and actions

Integrate Upsales and Mixmax 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 a new contact is created

New live feed message

Triggers when there is a new message in the live feed

Note added to contact

Triggers when a new note is added to the selected contact

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

Add contact to group

Adds a contact to the selected contact group

Create or update contact

Creates or updates a contact in the selected contact group

Add note to contact

Adds a note to the selected contact

Remove contact from group

Removes an existing contact from the selected contact group

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.

What is Mixmax?

Mixmax is a Gmail-based productivity app. It allows you to schedule emails, track clicks and opens, and recall sent emails.

Email

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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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

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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