Integrate Customer.io with Upsales
Send information between Customer.io and Upsales automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Customer.io and Upsales 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
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity 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
Create event
Creates a new event
Create or update customer
Creates a new customer. Updates if the customer already exists.
Fetch newsletter metrics
Fetches metrics of the selected newsletter
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 company
Creates a new company
Create product
Creates a new product
What is Customer.io?
Customer.io is a marketing automation platform that lets you send drip campaigns and segment triggered emails. You can track conversions, design templates, and perform A/B testing easily.
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.
Similar apps
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Custom functions
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CEO, Lakeside CNC Group
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