Integrate Upsales with Mixmax
Send information between Upsales and Mixmax automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Mixmax each time a new contact is created in Upsales
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Mixmax whenever a new contact is added in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates or updates a contact in the selected contact group in Mixmax.
Create a new contact is in Mixmax each time a new contact is created in Upsales
Upsales + Mixmax
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Supported triggers and actions
Integrate Upsales and Mixmax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Note added to contact
Triggers when a new note is added to the selected contact
New live feed message
Triggers when there is a new message in the live feed
New contact
Triggers when a new contact 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
Add note to contact
Adds a note to the selected contact
Create or update contact
Creates or updates a contact in the selected contact group
Add contact to group
Adds a contact to the selected contact group
Remove contact from group
Removes an existing contact from the selected contact group
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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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
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Technical Engineer, Master Liveaboards
