Integrate Upsales with ZappHub

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

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Generate a new contact in ZappHub 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 log a new contact in ZappHub 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 user contact in the internal contacts agenda of the WhatsApp device connected in ZappHub.
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Generate a new contact in ZappHub each time a new contact is created in Upsales

Upsales + ZappHub

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Supported triggers and actions

Integrate Upsales and ZappHub 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

Message sent or received

Triggers when a new message is sent or received

Message delivered

Triggers when a message is delivered successfully

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 contact

Creates a new user contact in the internal contacts agenda of the WhatsApp device connected

Create agent

Creates a new chat agent for the current device

Add participants to group

Adds the specified participants to an existing group using their phone numbers

Send message

Sends a new text message to the specified phone number, group, or broadcast list.

Remove participant from group

Removes the specified participants from an existing group by phone number

Revoke group invite

Revokes the specified group invite code

Update contact

Updates the details of an existing contact using WhatsApp contact ID

Fetch contact

Fetches the details of an existing contact using WhatsApp ID or phone number

Fetch group invite code

Fetches the invite URL for an existing group

Validate phone number

Validates the specified list of phone numbers, optionally enforcing the country code or local prefix.

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 ZappHub?

ZappHub is a collaborative, web-based live chat solution that allows multiple people to interact with a linked WhatsApp account simultaneously.

Build comprehensive workflows using

Webhook triggers

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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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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

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Technical Engineer, Master Liveaboards

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