Integrate Upsales with Zoho Mail
Send information between Upsales and Zoho Mail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email using Zoho Mail when a new company is created in Upsales
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Zoho Mail to new companies created in Upsales.
How it works
- The flow triggers when a new company is created in Upsales.
- Zoho Flow creates and sends a new email in Zoho Mail.
Send a welcome email using Zoho Mail when a new company is created in Upsales
Upsales + Zoho Mail
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Supported triggers and actions
Integrate Upsales and Zoho Mail 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 received
Triggers when a new email is received
Email tagged
Triggers when an email is tagged.
Email received from particular sender
Triggers when a new email is received from the specified email address
Email matching search received
Triggers when a new email matching the given conditions is received
Email sent
Triggers when an email is sent
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
Create note
Creates a new personal note or a group note
Send email
Creates and sends a new email
Add user to organization
Adds a new user to an existing organization
Create draft
Creates a new email and stores it in the draft folder
Create task
Creates a new task
Create permalink
Creates a permalink for a specific message by ID
Create folder
Creates a new folder
Move email to folder
Moves an email to the selected folder
Apply tag on email
Applies a tag on the selected email by message ID
Update permalink
Updates the details of an existing permalink by message ID
Add member to group
Adds a new member to an existing organization
Fetch permalink
Fetches the details of an existing permalink by its unique message ID
Fetch email
Fetches the details of an existing email by its unique message ID
Remove permalink
Removes the specified permalink
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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Learn more >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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
