Integrate Zoho Forms with Upsales

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

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Add a new contact in Upsales for each new form submission received via Zoho Forms

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Upsales using the form responses obtained from Zoho Forms.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow creates a new contact in Upsales.
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Add a new contact in Upsales for each new form submission received via Zoho Forms

Zoho Forms + Upsales

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Generate a new booking in Upsales for each form submission received in Zoho Forms

Instantly create bookings from forms app submissions to enhance your service speed. This flow will initiate a new booking in Upsales whenever there is a new form submission in Zoho Forms.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow creates a new appointment in Upsales.
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Generate a new booking in Upsales for each form submission received in Zoho Forms

Zoho Forms + Upsales

Build your own integrations between Zoho Forms and Upsales

Connect Zoho Forms and Upsales with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Forms and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Entry submitted - Old version

Triggers when a new entry is submitted in the selected form

Entry submitted - New version

Triggers when a new entry is submitted in the selected form

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

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

What is Zoho Forms?

Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.

Forms Popular Zoho

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

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.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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