Integrate Upsales with Zoho Mail

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

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Send a welcome email using Zoho Mail when a new company is created in Upsales

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Zoho Mail to new companies created in 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 Zoho Mail.
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Send a welcome email using Zoho Mail when a new company is created in Upsales

Upsales + Zoho Mail

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Supported triggers and actions

Integrate Upsales and Zoho Mail 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

Email sent

Triggers when an email is sent

Email tagged

Triggers when an email is tagged.

Email received

Triggers when a new email is received

Email matching search received

Triggers when a new email matching the given conditions is received

Email received from particular sender

Triggers when a new email is received from the specified email address

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 draft

Creates a new email and stores it in the draft folder

Send email

Creates and sends a new email

Add user to organization

Adds a new user to an existing organization

Create permalink

Creates a permalink for a specific message by ID

Create note

Creates a new personal note or a group note

Create folder

Creates a new folder

Create task

Creates a new task

Apply tag on email

Applies a tag on the selected email by message ID

Move email to folder

Moves an email to the selected folder

Add member to group

Adds a new member to an existing organization

Update permalink

Updates the details of an existing permalink by message ID

Fetch email

Fetches the details of an existing email by its unique message ID

Fetch permalink

Fetches the details of an existing permalink by its unique message ID

Remove permalink

Removes the specified permalink

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 Zoho Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

Email Popular Zoho

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

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Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

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

Toto

Technical Engineer, Master Liveaboards

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