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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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