Integrate Upsales with Outlook

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

Explore prebuilt integration flows to get started

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Initiate a welcome email using Outlook when a new company is created in Upsales

Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Outlook for every new company created within Upsales.

How it works
  1. The flow triggers when a new company is created in Upsales.
  2. Zoho Flow creates and sends a new email in Outlook.
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Initiate a welcome email using Outlook when a new company is created in Upsales

Upsales + Outlook

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Create a new contact is in Outlook each time 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 add a new contact in Outlook 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 a new contact in Outlook.
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Create a new contact is in Outlook each time a new contact is created in Upsales

Upsales + Outlook

Build your own integrations between Upsales and Outlook

Connect Upsales and Outlook 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 Upsales and Outlook 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

Event created

Triggers when a new event is created

Email received

Triggers when a new email is received

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 email

Creates and sends a new email

Reply to email

Replies to the specified email

Create event

Creates a new event

Flag email

Flags the specified email

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update event

Updates a event by id

Find contact folder

Finds a folder by name

Fetch calendar

Fetches the details of a calendar by name

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Fetch event

Fetches an event by title

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 Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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

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 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

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