Integrate EngageBay with Upsales

Send information between EngageBay and Upsales automatically, without writing any code, using Zoho Flow.

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Add a new contact in Upsales whenever a new contact is added in EngageBay

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Upsales whenever a new contact is created in EngageBay.

How it works
  1. The flow triggers when a new contact is created in EngageBay.
  2. Zoho Flow creates a new contact in Upsales.
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Add a new contact in Upsales whenever a new contact is added in EngageBay

EngageBay + Upsales

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Add a new contact in EngageBay whenever a new contact is added in Upsales

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in EngageBay each time a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in EngageBay.
+

Add a new contact in EngageBay whenever a new contact is added in Upsales

Upsales + EngageBay

Build your own integrations between EngageBay and Upsales

Connect EngageBay and Upsales with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate EngageBay and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create contact

Creates a new contact

Create company

Creates a new company

Create task

Creates a new task

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Create appointment

Creates a new appointment

Create product

Creates a new product

Create company

Creates a new company

Create order

Creates a new order

Create contact

Creates a new contact

Create activity

Creates a new activity

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

What is Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

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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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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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