Integrate Upsales with Routee

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

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Set up a new contact in Routee when a contact is created in Upsales

Keep your SMS service's contact information updated for smooth and efficient customer interactions. This flow will create a new contact in Routee for new contacts created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in Routee.
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Set up a new contact in Routee when a contact is created in Upsales

Upsales + Routee

[esc]

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

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Routee 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 creates a new contact in Routee.
+

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

Upsales + Routee

Build your own integrations between Upsales and Routee

Connect Upsales and Routee 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 Routee 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

Contact added

Triggers when a new contact is added

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 to group

Adds an existing contact to a specified group

Create contact

Creates a new contact

Blacklist contact

Adds an existing contact to the blacklist

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Remove contact from blacklist

Removes the specified contact from the blacklist

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 Routee?

Routee is a leading cloud communications provider that designs, develops, and distributes advanced Web and API automation solutions for corporations. It lets you craft interactive and engaging campaigns easily and efficiently using its advanced SMS services

Phone/SMS

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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