Integrate Contactually with Upsales

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

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Add a new contact in Upsales whenever a new contact is added in Contactually

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Upsales whenever a new contact is created in Contactually.

How it works
  1. The flow triggers when a new contact is created in Contactually.
  2. Zoho Flow creates a new contact in Upsales.
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Add a new contact in Upsales whenever a new contact is added in Contactually

Contactually + Upsales

Build your own integrations between Contactually and Upsales

Connect Contactually and Upsales with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Contactually and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New bucketed contact

Triggers when a contact is added to the selected bucket

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

Order placed

Triggers when a new order is placed

Event created

Triggers when a new event is created

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Create interaction

Creates a new interaction with a contact

Create or update contact

Creates or updates the details of a contact

Create task

Creates a new task

Fetch contact

Fetches a contact by email

Fetch bucket

Fetches the details of an existing bucket

Create company

Creates a new company

Create product

Creates a new product

Create order

Creates a new order

Create activity

Creates a new activity

Create contact

Creates a new contact

Create appointment

Creates a new appointment

What is Contactually?

Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.

CRM

What is Upsales?

Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to 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.

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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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Technical Engineer, Master Liveaboards

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