Integrate Upsales with SendX

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

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Create a new contact is in SendX each time a new contact is created in Upsales

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in SendX each time 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 or updates the details of an existing contact in SendX.
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Create a new contact is in SendX each time a new contact is created in Upsales

Upsales + SendX

Build your own integrations between Upsales and SendX

Connect Upsales and SendX 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 SendX 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

Contact unsubscribed

Triggers when an existing contact has unsubscribed

Tag added to contact

Triggers when a tag is added to an existing contact

Tag removed from contact

Triggers when a tag is removed from an existing contact

Contact created

Triggers when a new contact is created

Contact added to list

Triggers when an existing contact is added to a list

Contact removed from list

Triggers when an existing contact is removed from a list

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 or update contact

Creates a new contact or updates the details of an existing contact

Add tag

Adds a tag to the specified contact

Remove tag

Removes the tag from the specified contact

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 SendX?

SendX is an email marketing application that helps you with email campaigns, drip marketing, list growth, landing pages, web forms and more.

Email Marketing

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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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.

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Director, Perth Security Services

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

Toto

Technical Engineer, Master Liveaboards

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