Uptics and Salesflare
How to connect Uptics
- Via Zapier — 12 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When new Contact in Uptics, find or create contact in Salesflare.
- When new Deal in Uptics, create opportunity in Salesflare.
- When new Email Activity in Uptics, find or create contact in Salesflare.
- When new Note in Uptics, create internal note in Salesflare.
- When new Task in Uptics, create task in Salesflare.
- When new Opportunity in Salesflare, create or Update a Deal in Uptics.
About Uptics
The modern, all-in-one, sales software for SMBs that adds the gift of automation.
Uptics operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Contact — Triggers when a new contact created in CRM.
- New Deal — Triggers when a new deal created in CRM.
- New Email Activity — Triggers when a new email activity created in CRM.
- New Note — Triggers when a new note created in CRM.
- New Selected Tag — Triggers when the selected tag is applied on the contact.
Show 2 more triggers
- New Tag — Triggers when a new tag is applied on the contact.
- New Task — Triggers when new task created in CRM.
Actions (5)
Things Salesflare can make it do
- Create a Contact — Creates a Contact without an email address requirement.
- Create a Note — Creates a Note.
- Create a Task — Creates a Task.
- Create or Update a Contact — Creates or Updates a Contact on the basis of email address.
- Create or Update a Deal — Creates or Updates a Deal.
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