Integrate Sendwithus with Upsales
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Supported triggers and actions
Integrate Sendwithus and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
Order created
Triggers when a new order is created
Company created
Triggers when a new company is created
User created
Triggers when a new user is created
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create or update customer
Creates or updates the details of a customer
Add recipient to drip campaign
Adds a recipient to the selected drip campaign
Send email
Sends a templated email
Remove recipient from drip campaign
Removes a recipient from the selected drip campaign
Create appointment
Creates a new appointment
Create activity
Creates a new activity
Create contact
Creates a new contact
Create order
Creates a new order
Create company
Creates a new company
Create product
Creates a new product
What is Sendwithus?
Sendwithus is a transactional email template management tool. You can personalize emails with dynamic content, collaborate with your team on campaigns, and reach international market with translation support.
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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.
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