Integrate Upsales with CloudTalk
Send information between Upsales and CloudTalk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send an SMS notification from CloudTalk when a booking is created in Upsales
Send real-time SMS updates for booking confirmations to enhance customer experience. This flow will automate sending an SMS through CloudTalk for any new booking made in Upsales.
How it works
- The flow triggers when a new appointment is created in Upsales.
- Zoho Flow sends an SMS message in CloudTalk.
Send an SMS notification from CloudTalk when a booking is created in Upsales
Upsales + CloudTalk
Send a greeting email in CloudTalk for a newly added contact in Upsales
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow sends an SMS message in CloudTalk.
Send a greeting email in CloudTalk for a newly added contact in Upsales
Upsales + CloudTalk
Add a new contact in CloudTalk when a new contact is added in Upsales
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in CloudTalk for new contacts created in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates a new contact in CloudTalk.
Add a new contact in CloudTalk when a new contact is added in Upsales
Upsales + CloudTalk
Add a new contact in Upsales whenever a new contact is added in CloudTalk
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Upsales each time a new contact is created in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in Upsales.
Add a new contact in Upsales whenever a new contact is added in CloudTalk
CloudTalk + Upsales
Generate a new contact in CloudTalk each time a new contact is created in Upsales
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in CloudTalk whenever a new contact is added in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates a new contact in CloudTalk.
Generate a new contact in CloudTalk each time a new contact is created in Upsales
Upsales + CloudTalk
Build your own integrations between Upsales and CloudTalk
Connect Upsales and CloudTalk 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 Upsales and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Call created
Triggers when a new call of the selected type is created
Agent created
Triggers when a new agent is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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
Create agent
Creates a new agent
Add activity
Adds an activity to an existing contact
Create contact
Creates a new contact
Send SMS
Sends an SMS message
Add note
Adds a note to an existing contact
Update contact
Updates the details of an existing contact
Update agent
Updates the details of an existing agent
Fetch contact
Fetches the details of an existing contact using ID or keyword
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.
Similar apps
What is CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
Similar apps
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.
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
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
