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Integrate Upsales with Outlook
Send information between Upsales and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a welcome email using Outlook when a new company is created in Upsales
Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Outlook for every new company created within Upsales.
How it works
- The flow triggers when a new company is created in Upsales.
- Zoho Flow creates and sends a new email in Outlook.
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Initiate a welcome email using Outlook when a new company is created in Upsales
Upsales + Outlook
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Create a new contact is in Outlook each time 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 add a new contact in Outlook whenever a new contact is added in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates a new contact in Outlook.
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Create a new contact is in Outlook each time a new contact is created in Upsales
Upsales + Outlook
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Build your own integrations between Upsales and Outlook
Connect Upsales and Outlook 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 Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Opportunity created
Triggers when a new opportunity is created
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Order placed
Triggers when a new order is placed
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User created
Triggers when a new user is created
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Appointment created
Triggers when a new appointment is created
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Activity created
Triggers when a new activity is created
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Company created
Triggers when a new company is created
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Product created
Triggers when a new product is created
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Event created
Triggers when a new event is created
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Contact created
Triggers when a new contact is created
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Email received
Triggers when a new email is received
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Event created
Triggers when a new event is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create appointment
Creates a new appointment
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Create order
Creates a new order
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Create activity
Creates a new activity
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Create product
Creates a new product
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Send email
Creates and sends a new email
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Create event
Creates a new event
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Create contact
Creates a new contact
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Flag email
Flags the specified email
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Reply to email
Replies to the specified email
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Update contact
Updates the details of an existing contact
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Update event
Updates a event by id
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Fetch calendar
Fetches the details of a calendar by name
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Fetch event
Fetches an event by title
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Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
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Find contact folder
Finds a folder by name
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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What is Outlook?
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