Integrate OnePageCRM with Upsales
Send information between OnePageCRM and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Upsales whenever a new contact is added in OnePageCRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Upsales each time a new contact is created in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow creates a new contact in Upsales.
Add a new contact in Upsales whenever a new contact is added in OnePageCRM
OnePageCRM + Upsales
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Supported triggers and actions
Integrate OnePageCRM and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
Deal won
Triggers when a deal is won
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 note
Creates a new note for the specified contact
Create contact
Creates a new 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 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.
Similar apps
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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.
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
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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
