Integrate Upsales with dotdigital

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

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Create a new contact is in dotdigital each time a new contact is created in Upsales

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in dotdigital whenever a new contact is added in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates or updates a contact in dotdigital.
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Create a new contact is in dotdigital each time a new contact is created in Upsales

Upsales + dotdigital

Build your own integrations between Upsales and dotdigital

Connect Upsales and dotdigital 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 dotdigital 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

Survey response added

Triggers when a new response is added in the selected survey

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 or update contact

Creates or updates a contact

Send transactional email

Sends a transactional email

Create address book

Creates a new address book

Send campaign to contact

Sends a campaign to the specified contact

Send campaign to address book

Sends a campaign to the selected address book

Create contact data field

Creates a new contact data field

Enrol contact in program

Enrolls a contact in the selected program

Refresh segment

Refreshes an existing segment

Unsubscribe contact

Unsubscribes the specified contact

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 dotdigital?

dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.

Marketing Automation

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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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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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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