Integrate Upscope with NetHunt CRM
Send information between Upscope and NetHunt CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Upscope and NetHunt CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New record
Triggers when a new record is created in the selected folder
New or updated record
Triggers when a record is created, modified, or deleted
New comment
Triggers when a new comment is created in the selected folder
All Actions - Actions are the automated tasks
Generate link
Generates a link to start screen sharing with a visitor
Fetch visitor by ID
Fetches the details of a visitor by ID
Fetch visitor by search term
Fetches the details of a visitor based on the search term provided
Add Gmail thread to record
Adds an email conversation from Gmail to the specified record
Create record
Creates a new record in the selected folder
Create comment
Creates a new comment for the specified record
Update record
Updates details of the specified record
Fetch record - By data
Fetches a record by any data present
Fetch record - By ID
Fetches a record by ID
What is Upscope?
Upscope is an easy-to-use screen sharing solution for support staff of web products. It allows you to quickly see your users' screens and help them navigate your app.
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What is NetHunt CRM?
NetHunt CRM is a CRM solution for Gmail. You can receive live updates from your team, track email opens, and manage your sales pipeline.
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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.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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