Integrate Upsales with Follow Up Boss
Send information between Upsales and Follow Up Boss automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Upsales whenever a new contact is created in Follow Up Boss
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Upsales each time a new contact is created in Follow Up Boss.
How it works
- The flow triggers when a new contact is created in Follow Up Boss.
- Zoho Flow creates a new contact in Upsales.
Create a new contact in Upsales whenever a new contact is created in Follow Up Boss
Follow Up Boss + Upsales
Create a new contact in Follow Up Boss whenever 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 generate a new contact in Follow Up Boss each time a new contact is created in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates a new contact in Follow Up Boss.
Create a new contact in Follow Up Boss whenever a new contact is created in Upsales
Upsales + Follow Up Boss
Build your own integrations between Upsales and Follow Up Boss
Connect Upsales and Follow Up Boss 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 Follow Up Boss using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Order placed
Triggers when a new order is placed
User created
Triggers when a new user is created
Appointment created
Triggers when a new appointment is created
Activity created
Triggers when a new activity is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Create appointment
Creates a new appointment
Create order
Creates a new order
Create activity
Creates a new activity
Create product
Creates a new product
Create contact
Creates a new contact
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
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
What is Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
Similar apps
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.
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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
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
Toto
Technical Engineer, Master Liveaboards
