Upsales and Salesflare
How to connect Upsales
- Via Zapier — 17 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When new Appointment in Upsales, create meeting, then create call in Salesflare.
- When new Company in Upsales, find or create account in Salesflare.
- When new Contact in Upsales, find or create contact in Salesflare.
- When new Opportunity in Upsales, create opportunity in Salesflare.
- When new Order in Upsales, create opportunity, then find or create contact in Salesflare.
- When new Account in Salesflare, create Company in Upsales.
About Upsales
The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.
Upsales operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Activity — Triggers when an activity is created.
- New Appointment — Triggers when an appointment is created.
- New Company — Triggers when a company is created.
- New Contact — Triggers when contact added to segment.
- New Opportunity — Triggers when an opportunity is created.
Show 2 more triggers
- New Order — Triggers when an order is created.
- New Segment — Triggers when a segment is created.
Actions (8)
Things Salesflare can make it do
- Create Appointment — Creates a new appointment on Upsales.
- Create Company — Creates a new company on Upsales.
- Create Contact — Creates a new contact on Upsales.
- Find or Create a Company — Search for the company on Upsales, if not found, create it.
- New Form Submit — Submits data into a selected Upsales form.
Show 3 more actions
- Update Appointment — Updates an appointment on Upsales.
- Update Company — Updates a company on Upsales.
- Update Contact — Updates a contact on Upsales.
Searches (2)
Look up existing records
- Find a Company — Search for company on Upsales.
- Find a Contact — Search for contact on Upsales.
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