Integrate Ultimate Member with Upsales

Send information between Ultimate Member 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 Ultimate Member

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Upsales from the responses collected via Ultimate Member.

How it works
  1. The flow triggers when a new form entry is made in Ultimate Member.
  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 Ultimate Member

Ultimate Member + Upsales

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Schedule a new booking in Upsales from every new form submission in Ultimate Member

Facilitate prompt scheduling by efficiently handling booking requests submitted through forms app. This flow will generate a new booking in Upsales for every new form entry in Ultimate Member.

How it works
  1. The flow triggers when a new form entry is made in Ultimate Member.
  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 Ultimate Member

Ultimate Member + Upsales

Build your own integrations between Ultimate Member and Upsales

Connect Ultimate Member 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 Ultimate Member and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

User status changed

Triggers when the status of a user is updated

User role changed

Triggers when the role of a user is updated

User registered

Triggers when a user is registered

User profile updated

Triggers when the details of a user profile is updated

User account updated

Triggers when the details of a user account is updated

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 user

Fetches the details of an existing user

Update user status

Updates the status of an existing user

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 Ultimate Member?

Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.

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

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 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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