Integrate Upsales with Office 365

Send information between Upsales and Office 365 automatically, without writing any code, using Zoho Flow.

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Trigger a welcome email through Office 365 when a new company is added in Upsales

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Office 365 to new companies created in Upsales.

How it works
  1. The flow triggers when a new company is created in Upsales.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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Trigger a welcome email through Office 365 when a new company is added in Upsales

Upsales + Office 365

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Generate a new contact in Office 365 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 will log a new contact in Office 365 whenever 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 creates a new contact in Office 365.
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Generate a new contact in Office 365 each time a new contact is created in Upsales

Upsales + Office 365

Build your own integrations between Upsales and Office 365

Connect Upsales and Office 365 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 Upsales and Office 365 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

Event updated

Triggers when any detail of an existing event is updated

Email received

Triggers when a new email is received

Calendar added

Triggers when a new calendar is added

Event added

Triggers when a new event is added in the selected calendar

Contact added

Triggers when a new contact is added

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

Send email

Creates and sends an email to a recipient

Create contact

Creates a new contact

Create event

Creates a new event in the selected calendar

Add user

Adds a new account user

Update contact

Updates the details of an existing contact by ID

Update user

Updates the details of a user by ID

Update event

Updates the details of an existing event by ID

Fetch event

Fetches the details of an existing event by title or ID

Invite user

Invites the specified user to your group

Fetch user

Fetches the details of a user by display name

Find contact folder

Finds a contact folder using name

Fetch contact

Fetches the details of an existing contact by name

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.

What is Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

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.

Learn more >

Custom functions

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

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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