Integrate Upsales with Outlook
Send information between Upsales and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a welcome email using Outlook when a new company is created in Upsales
Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Outlook for every new company created within Upsales.
How it works
- The flow triggers when a new company is created in Upsales.
- Zoho Flow creates and sends a new email in Outlook.
Initiate a welcome email using Outlook when a new company is created in Upsales
Upsales + Outlook
Create a new contact is in Outlook each time a new contact is created in Upsales
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Outlook 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 a new contact in Outlook.
Create a new contact is in Outlook each time a new contact is created in Upsales
Upsales + Outlook
Build your own integrations between Upsales and Outlook
Connect Upsales and Outlook 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 Upsales and Outlook 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
Email received
Triggers when a new email is received
Event created
Triggers when a new event 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
Create contact
Creates a new contact
Flag email
Flags the specified email
Reply to email
Replies to the specified email
Send email
Creates and sends a new email
Create event
Creates a new event
Update event
Updates a event by id
Update contact
Updates the details of an existing contact
Fetch calendar
Fetches the details of a calendar by name
Fetch event
Fetches an event by title
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Find contact folder
Finds a folder 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.
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Webhook triggers
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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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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 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
