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
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow add a new contact in Autoklose.
Add a new contact in Autoklose whenever a new contact is added in Upsales
Upsales + Autoklose
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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.
Similar apps
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.
Similar apps
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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CEO, iDAYit
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Toto
Technical Engineer, Master Liveaboards
