Integrate FormTitan with Upsales

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

Explore prebuilt integration flows to get started

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Create a contact in Upsales each time a form is filled out on FormTitan

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

How it works
  1. The flow triggers when a new form submission is received in FormTitan.
  2. Zoho Flow creates a new contact in Upsales.
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Create a contact in Upsales each time a form is filled out on FormTitan

FormTitan + Upsales

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Schedule a new booking in Upsales from every new form submission in FormTitan

Ensure quick and efficient service by instantly creating bookings from customer relationship management software submissions. This flow will generate a new booking in Upsales for every new form entry in FormTitan.

How it works
  1. The flow triggers when a new form submission is received in FormTitan.
  2. Zoho Flow creates a new appointment in Upsales.
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Schedule a new booking in Upsales from every new form submission in FormTitan

FormTitan + Upsales

Build your own integrations between FormTitan and Upsales

Connect FormTitan and Upsales 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 FormTitan and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submission received

Triggers when a new form submission is received

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

Fetch form

Fetches the details of an existing form using ID

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 FormTitan?

FormTitan is a comprehensive platform for CRM applications that lets you build portals, progressive and dynamic forms, schedulers, dashboards, and more.

Forms

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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