Integrate Fluent Forms with Upsales

Send information between Fluent 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 Fluent Forms

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Upsales from the responses collected via Fluent Forms.

How it works
  1. The flow triggers when a form is submitted in Fluent 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 Fluent Forms

Fluent Forms + Upsales

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Schedule a new booking in Upsales from every new form submission in Fluent Forms

Streamline scheduling by seamlessly processing booking requests directly from form builder. This flow will generate a new booking in Upsales for every new form entry in Fluent Forms.

How it works
  1. The flow triggers when a form is submitted in Fluent Forms.
  2. Zoho Flow creates a new appointment in Upsales.
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Schedule a new booking in Upsales from every new form submission in Fluent Forms

Fluent Forms + Upsales

Build your own integrations between Fluent Forms and Upsales

Connect Fluent Forms and Upsales with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Fluent Forms and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form is submitted

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 Fluent Forms?

Fluent Forms is a WordPress form builder plugin that lets users build conversational, mobile-friendly, conditional, payment, and donation forms

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 >

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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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