Integrate Zoho Forms with Upsales

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

Explore prebuilt integration flows to get started

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Add a new contact in Upsales for each new form submission received via Zoho Forms

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Upsales using the form responses obtained from Zoho Forms.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow creates a new contact in Upsales.
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Add a new contact in Upsales for each new form submission received via Zoho Forms

Zoho Forms + Upsales

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Generate a new booking in Upsales for each form submission received in Zoho Forms

Instantly create bookings from forms app submissions to enhance your service speed. This flow will initiate a new booking in Upsales whenever there is a new form submission in Zoho Forms.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow creates a new appointment in Upsales.
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Generate a new booking in Upsales for each form submission received in Zoho Forms

Zoho Forms + Upsales

Build your own integrations between Zoho Forms and Upsales

Connect Zoho Forms and Upsales with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Forms and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Entry submitted - New version

Triggers when a new entry is submitted in the selected form

Entry submitted - Old version

Triggers when a new entry is submitted in the selected form

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

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

What is Zoho Forms?

Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.

Forms Popular Zoho

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.

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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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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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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