Integrate LiveAgent with Upsales

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

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Generate a new contact in Upsales each time a new contact is created in LiveAgent

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Upsales each time a new contact is created in LiveAgent.

How it works
  1. The flow triggers when a new contact is created in LiveAgent.
  2. Zoho Flow creates a new contact in Upsales.
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Generate a new contact in Upsales each time a new contact is created in LiveAgent

LiveAgent + Upsales

Build your own integrations between LiveAgent and Upsales

Connect LiveAgent 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 LiveAgent and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Ticket created

Triggers when a new ticket is created

Contact created

Triggers when a new contact 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 ticket

Creates a new ticket

Add contact to group

Adds a contact to the selected group

Create company

Creates a new company

Create contact

Creates a new contact

Update ticket

Updates the details of an existing ticket

Remove contact from group

Removes a contact from the selected group

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact by ID, first name, last name, or email address

Fetch ticket

Fetches the details of an existing ticket by ID or subject

Fetch company

Fetches the details of an existing company by ID, name, or email address

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 LiveAgent?

LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.

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.

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Custom functions

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

Learn more >

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 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

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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