Integrate Everest Forms with Upsales

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

Explore prebuilt integration flows to get started

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Add a new contact in Upsales for each new form submission received via Everest Forms

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Upsales using the form inputs received in Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new contact in Upsales.
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Add a new contact in Upsales for each new form submission received via Everest Forms

Everest Forms + Upsales

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Initiate a new booking in Upsales when a new form is submitted in Everest Forms

Facilitate prompt scheduling by efficiently handling booking requests submitted through forms app. This flow will initiate a new booking in Upsales whenever there is a new form submission in Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new appointment in Upsales.
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Initiate a new booking in Upsales when a new form is submitted in Everest Forms

Everest Forms + Upsales

Build your own integrations between Everest Forms and Upsales

Connect Everest Forms 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 Everest Forms and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

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 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 Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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