Integrate Upsales with Ontraport

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

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Create a new contact is in Ontraport each time 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 Ontraport whenever 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. Updates the details in case the contact already exists. in Ontraport.
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Create a new contact is in Ontraport each time a new contact is created in Upsales

Upsales + Ontraport

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Supported triggers and actions

Integrate Upsales and Ontraport 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

Tag removed

Triggers when the selected tag is removed for a contact

Contact added

Triggers when a new contact is added

Entry submitted

Triggers when a contact submits an entry in the selected form

Tag added

Triggers when the selected tag is added to a 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

Create or update contact

Creates a new contact. Updates the details in case the contact already exists.

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 Ontraport?

Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.

Marketing Automation

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

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

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