UPilot and Salesflare
How to connect UPilot
- Via Zapier — 5 operations available. Set it up ↗
What you can automate
- When new Company in UPilot, find or create account in Salesflare.
- When new Deal in UPilot, create opportunity in Salesflare.
- When updated Deal in UPilot, create opportunity in Salesflare.
- When new Person in UPilot, find or create contact in Salesflare.
- When new Task in UPilot, create task in Salesflare.
About UPilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
UPilot operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Company — Triggers when a new company is created.
- New Deal — Triggers when a new deal is created.
- New Person — Triggers when a new person is created.
- New Task — Triggers when a new task is created.
- Updated Deal — Triggers when an existing deal is updated.
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