Integrate Upsales with Zoho Mail
Send information between Upsales and Zoho Mail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email using Zoho Mail when a new company is created 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 Zoho Mail to new companies created in Upsales.
How it works
- The flow triggers when a new company is created in Upsales.
- Zoho Flow creates and sends a new email in Zoho Mail.
Send a welcome email using Zoho Mail when a new company is created in Upsales
Upsales + Zoho Mail
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Supported triggers and actions
Integrate Upsales and Zoho Mail 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 matching search received
Triggers when a new email matching the given conditions is received
Email received from particular sender
Triggers when a new email is received from the specified email address
Email tagged
Triggers when an email is tagged.
Email received
Triggers when a new email is received
Email sent
Triggers when an email is sent
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 task
Creates a new task
Create note
Creates a new personal note or a group note
Reply to an email
Sends reply to a received email using message ID
Create draft
Creates a new email and stores it in the draft folder
Create folder
Creates a new folder
Add user to organization
Adds a new user to an existing organization
Create permalink
Creates a permalink for a specific message by ID
Send email
Creates and sends a new email
Update permalink
Updates the details of an existing permalink by message ID
Move email to folder
Moves an email to the selected folder
Add member to group
Adds a new member to an existing organization
Apply tag on email
Applies a tag on the selected email by message ID
Fetch email
Fetches the details of an existing email by its unique message ID
Fetch permalink
Fetches the details of an existing permalink by its unique message ID
Remove permalink
Removes the specified permalink
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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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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
