Integrate Zoho CRM with Upsales
Send information between Zoho CRM and Upsales automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Upsales each time a new contact is created in Zoho CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Upsales each time a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Upsales.
Generate a new contact in Upsales each time a new contact is created in Zoho CRM
Zoho CRM + Upsales
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Supported triggers and actions
Integrate Zoho CRM and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New user
Triggers when a new user is created
New note
Triggers when a new note is added
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
All Actions - Actions are the automated tasks
Update module entry
Updates the specified module entry
Add tags
Adds tags to the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Remove tags
Removes tags from the specified record
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch lead
Fetches a lead by email address or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch event
Fetches an event by its title or unique ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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
What is Zoho CRM?
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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