Integrate Everest Forms with Upsales
Send information between Everest Forms and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Upsales for each new form submission received via Everest Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Upsales using the form inputs received in Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new contact in Upsales.
Add a new contact in Upsales for each new form submission received via Everest Forms
Everest Forms + Upsales
Initiate a new booking in Upsales when a new form is submitted in Everest Forms
Facilitate prompt scheduling by efficiently handling booking requests submitted through forms app. This flow will initiate a new booking in Upsales whenever there is a new form submission in Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new appointment in Upsales.
Initiate a new booking in Upsales when a new form is submitted in Everest Forms
Everest Forms + Upsales
Build your own integrations between Everest Forms and Upsales
Connect Everest Forms 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 Everest Forms and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
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 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 Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
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.
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