Integrate Upsales with Outlook

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

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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
  1. The flow triggers when a new company is created in Upsales.
  2. Zoho Flow creates and sends a new email in Outlook.
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Initiate a welcome email using Outlook when a new company is created in Upsales

Upsales + Outlook

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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
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in Outlook.
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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 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 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.

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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.

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Custom functions

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

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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

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CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

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Technical Engineer, Master Liveaboards

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