Integrate Upsales with ZappHub

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

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Generate a new contact in ZappHub each time a new contact is created in Upsales

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in ZappHub whenever a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new user contact in the internal contacts agenda of the WhatsApp device connected in ZappHub.
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Generate a new contact in ZappHub each time a new contact is created in Upsales

Upsales + ZappHub

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Supported triggers and actions

Integrate Upsales and ZappHub 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

Message sent or received

Triggers when a new message is sent or received

Message delivered

Triggers when a message is delivered successfully

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 chat agent for the current device

Send message

Sends a new text message to the specified phone number, group, or broadcast list.

Create contact

Creates a new user contact in the internal contacts agenda of the WhatsApp device connected

Add participants to group

Adds the specified participants to an existing group using their phone numbers

Remove participant from group

Removes the specified participants from an existing group by phone number

Update contact

Updates the details of an existing contact using WhatsApp contact ID

Revoke group invite

Revokes the specified group invite code

Validate phone number

Validates the specified list of phone numbers, optionally enforcing the country code or local prefix.

Fetch group invite code

Fetches the invite URL for an existing group

Fetch contact

Fetches the details of an existing contact using WhatsApp ID or phone number

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 ZappHub?

ZappHub is a collaborative, web-based live chat solution that allows multiple people to interact with a linked WhatsApp account simultaneously.

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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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

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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