Integrate Upsales with Zoho Campaigns

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

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Create a new contact is in Zoho Campaigns 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 create a new contact is in Zoho Campaigns each time 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 adds a contact to an existing list. Updates the details of the contact if it already exists. in Zoho Campaigns.
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Create a new contact is in Zoho Campaigns each time a new contact is created in Upsales

Upsales + Zoho Campaigns

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Supported triggers and actions

Integrate Upsales and Zoho Campaigns 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

Campaign failed

Triggers when a campaign is paused, stopped, or cancelled

Campaign sent

Triggers when a campaign is successfully sent

Campaign created

Triggers when a new campaign is created

Contact unsubscribed from list

Triggers when a contact is unsubscribed from the selected list

Subscriber added to list

Triggers when a subscriber is added to the selected list

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 tag

Creates a new tag

Clone campaign

Creates a copy of an existing campaign

Add contact to list

Adds a new contact to the specified list

Create list

Creates a list with the specified emails

Add contact to workflow

Adds a contact to the selected workflow

Send campaign

Sends the selected campaign

Add or update contact

Adds a contact to an existing list. Updates the details of the contact if it already exists.

Tag contact

Tags the specified contact

Update list

Updates the details of an existing list

Move contact to do-not-mail list

Moves the specified contact to the do-not-mail list

Associate list to campaign

Associates an existing list to the selected campaign

Untag contact

Untags the specified contact

Fetch campaign report

Fetches the report for the specified campaign

Fetch contact

Fetches the details of an existing contact

Fetch contact from list

Fetches the details of a contact by email address

Unsubscribe contact

Removes the specified contact from an existing list

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 Zoho Campaigns?

Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.

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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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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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