Integrate FluentCRM with Upsales
Send information between FluentCRM and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Upsales whenever a new contact is created in FluentCRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Upsales whenever a new contact is created in FluentCRM.
How it works
- The flow triggers when a new contact is created in FluentCRM.
- Zoho Flow creates a new contact in Upsales.
Create a new contact in Upsales whenever a new contact is created in FluentCRM
FluentCRM + Upsales
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Supported triggers and actions
Integrate FluentCRM and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added to tags
Triggers when a contact added to tags
Contact removed from tags
Triggers when a contact removed from tags
Contact remove from lists
Triggers when a contact is removed from lists
Contact created
Triggers when a new contact is created
Contact added to Lists
Triggers when a contact is added to lists
Contact updated
Triggers when an existing contact is updated
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
User created
Triggers when a new user is created
Event created
Triggers when a new event is created
Order placed
Triggers when a new order is placed
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create list
Creates a new list
Create tag
Creates a new tag
Create contact
Creates a new contact
Update contact
Updates the details of the specified contact
Fetch contact
Fetches the details of an existing contact using ID
Create activity
Creates a new activity
Create order
Creates a new order
Create appointment
Creates a new appointment
Create contact
Creates a new contact
Create company
Creates a new company
Create product
Creates a new product
What is FluentCRM?
FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.
Similar apps
What is Upsales?
Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to 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.
Learn more >Zoho Flow has optimized our process and equipped us to make data-driven reports, decisions, and predictions in real time. We've improved our efficiency by over 70% by eliminating manual work. Zoho Flow helps create powerful integrations without the need for a developer. I strongly suggest that any organization running large amounts of data that needs to be automated in real time use Zoho Flow.
Dr. Hoàng Anh Tuấn
Deputy Head of Training, Lakeside CNC Group
The speed of communication provided by Zoho Flow automations resulted in a greater promptness in contacting leads, and increased the likelihood of lead conversion.
Luis Carlos Palacios Moreno
Deputy Director, Revenue Ranch
Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
Frank Cowell
Founder and CEO, LMDP (La Maison des parents d’enfants handicapés)
