Integrate Formstack with Upsales

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

Explore prebuilt integration flows to get started

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Create a new contact in Upsales for each form entry generated by Formstack

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Upsales from the responses collected via Formstack.

How it works
  1. The flow triggers when a new submission is added to the selected form in Formstack.
  2. Zoho Flow creates a new contact in Upsales.
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Create a new contact in Upsales for each form entry generated by Formstack

Formstack + Upsales

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Initiate a new booking in Upsales when a new form is submitted in Formstack

Streamline scheduling by seamlessly processing booking requests directly from form builder. This flow records a new booking in Upsales upon every new form submission in Formstack.

How it works
  1. The flow triggers when a new submission is added to the selected form in Formstack.
  2. Zoho Flow creates a new appointment in Upsales.
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Initiate a new booking in Upsales when a new form is submitted in Formstack

Formstack + Upsales

Build your own integrations between Formstack and Upsales

Connect Formstack and Upsales with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Formstack and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Form

Triggers when a new form is created

New Submission

Triggers when a new submission is added to the selected form

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

Create Submission

Creates a submission in the selected form

Create contact

Creates a new contact

Create activity

Creates a new activity

Create order

Creates a new order

Create product

Creates a new product

Create company

Creates a new company

Create appointment

Creates a new appointment

What is Formstack?

Formstack is an online drag-and-drop form builder that is secure and easy to collaborate on. It comes with options for adding payment processors, conditional logic, and UTM tracking for your marketing strategy.

Forms Popular

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.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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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