Integrate Upsales with SendX
Send information between Upsales and SendX automatically, without writing any code, using Zoho Flow.
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Create a new contact is in SendX each time a new contact is created in Upsales
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in SendX 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 creates a new contact or updates the details of an existing contact in SendX.
Create a new contact is in SendX each time a new contact is created in Upsales
Upsales + SendX
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Supported triggers and actions
Integrate Upsales and SendX 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 created
Triggers when a new contact is created
Contact unsubscribed
Triggers when an existing contact has unsubscribed
Tag removed from contact
Triggers when a tag is removed from an existing contact
Contact removed from list
Triggers when an existing contact is removed from a list
Tag added to contact
Triggers when a tag is added to an existing contact
Contact added to list
Triggers when an existing contact is added to a list
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 tag
Adds a tag to the specified contact
Create or update contact
Creates a new contact or updates the details of an existing contact
Remove tag
Removes the tag from the specified contact
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 SendX?
SendX is an email marketing application that helps you with email campaigns, drip marketing, list growth, landing pages, web forms and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
