Integrate MetForm with Upsales

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

Explore prebuilt integration flows to get started

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Create a contact in Upsales each time a form is filled out on MetForm

Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in Upsales using the form inputs received in MetForm.

How it works
  1. The flow triggers when a form entry is submitted in MetForm.
  2. Zoho Flow creates a new contact in Upsales.
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Create a contact in Upsales each time a form is filled out on MetForm

MetForm + Upsales

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Generate a new booking in Upsales for each form submission received in MetForm

Ensure quick and efficient service by instantly creating bookings from form builder submissions. This flow records a new booking in Upsales upon every new form submission in MetForm.

How it works
  1. The flow triggers when a form entry is submitted in MetForm.
  2. Zoho Flow creates a new appointment in Upsales.
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Generate a new booking in Upsales for each form submission received in MetForm

MetForm + Upsales

Build your own integrations between MetForm and Upsales

Connect MetForm and Upsales 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 MetForm and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form entry is submitted

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 MetForm?

MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.

Forms New WordPress Plugins

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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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