Integrate Upsales with Teamleader
Send information between Upsales and Teamleader automatically, without writing any code, using Zoho Flow.
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Create a new contact in Teamleader whenever a new contact is created 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 Teamleader each time a new contact is created in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates a new contact in Teamleader.
Create a new contact in Teamleader whenever a new contact is created in Upsales
Upsales + Teamleader
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Supported triggers and actions
Integrate Upsales and Teamleader 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
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Contact added
Triggers when a new contact is added
Invoice paid
Triggers when an invoice is paid
Invoice booked
Triggers when an invoice is booked
Company created
Triggers when a new company is added
Deal created
Triggers when a new deal is created
Time tracking created
Triggers when a new time tracking is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Product created
Triggers when a new product is created
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
Create contact
Creates a new contact
Create task
Creates a new task
Create project
Creates a new project
Link contact to company
Links a contact to the specified company
Create deal
Creates a new deal
Create company
Creates a new company
Update task
Updates the details of an existing task
Fetch company
Fetches a company by ID
Fetch contact
Fetches a contact by ID
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.
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