Integrate Upsales with Autoklose

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

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Add a new contact in Autoklose whenever a new contact is added in Upsales

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Autoklose each time a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow add a new contact in Autoklose.
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Add a new contact in Autoklose whenever a new contact is added in Upsales

Upsales + Autoklose

Build your own integrations between Upsales and Autoklose

Connect Upsales and Autoklose with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Upsales and Autoklose using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Email opened

Triggers when an email of the selected campaign is opened

Email replied

Triggers when a user replies to the selected campaign email

Campaign link clicked

Triggers when a user clicks a link in the selected campaign email

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

Add Contact

Add a new contact

Add campaign recipient

Adds a campaign recipient.

Add recipient to do not email list

Adds a new recipient to a Do Not Email list.

Remove campaign recipient

Removes a campaign recipient.

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.

What is Autoklose?

Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.

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.

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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.

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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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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

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