Integrate Upsales with ProWorkflow

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

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Add a new contact in ProWorkflow whenever a new contact is added in Upsales

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in ProWorkflow each time a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in ProWorkflow.
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Add a new contact in ProWorkflow whenever a new contact is added in Upsales

Upsales + ProWorkflow

Build your own integrations between Upsales and ProWorkflow

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Supported triggers and actions

Integrate Upsales and ProWorkflow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Appointment created

Triggers when a new appointment is created

Product created

Triggers when a new product is created

Message created

Triggers when a new message is added

Contact created

Triggers when a new contact is added

Task updated

Triggers when the details of an existing task are updated

Company created

Triggers when a new company is added

Invoice updated

Triggers when the details of an existing invoice are edited

Invoice created

Triggers when a new invoice is added

Quote created

Triggers when a new quote is added

Task created

Triggers when a new task is added

Project created

Triggers when a new project is added

All Actions - Actions are the automated tasks

Create appointment

Creates a new appointment

Create contact

Creates a new contact

Create company

Creates a new company

Create product

Creates a new product

Create activity

Creates a new activity

Create order

Creates a new order

Add invoice

Creates a new invoice

Add expense

Creates a new expense

Add project

Creates a new project

Add contact

Creates a new contact

Add company

Creates a new company

Find contact

Fetches the details of an existing contact using username or email address

Find project

Fetches the details of an existing project

Find invoice

Fetches the details of an existing invoice

Find company

Fetches the details of an existing company by name or email address

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.

CRM Marketing Automation

What is ProWorkflow?

ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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