Cling + Upsales Integrations

How to connect Cling + Upsales

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Choose an Action

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Create Cling clients from new Upsales companies

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Create Cling clients from new Upsales companies

Details

Try it

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Supported triggers and actions

What does this mean?

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
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- Client type
- Client nameRequired
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document IDRequired
Action
Write

New Appointment
Triggers when an appointment is created.
Trigger
Scheduled
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New Contact
Triggers when contact added to segment.
Trigger
Scheduled
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New Order
Triggers when an order is created.
Trigger
Scheduled
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- DescriptionRequired
- Start DateRequired
- End DateRequired
- UserRequired
- Activity TypeRequired
- Contact Ids
Action
Write
- NameRequired
- Phone
- Cell Phone
- Email
- Title
- Client IdRequired
Action
Write
- Meeting IdRequired
- DescriptionRequired
- Start DateRequired
- End DateRequired
- UserRequired
- Activity TypeRequired
Action
Write
- IdRequired
- Name
- Phone
- Cell Phone
- Email
- Title
- Client Id
Action
Write
- EmailRequired
Action
Search

Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
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Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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- Document nameRequired
- Template IDRequired
- Client IDRequired
Action
Write
New Activity
Triggers when an activity is created.
Trigger
Scheduled
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New Company
Triggers when a company is created.
Trigger
Scheduled
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New Opportunity
Triggers when an opportunity is created.
Trigger
Scheduled
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New Segment
Triggers when a segment is created.
Trigger
Scheduled
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- NameRequired
- Account Manager
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
- Notes
- Org Number
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write
New Form Submit
Submits data into a selected Upsales form.
Action
Write
- IdRequired
- Name
- User ID
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
- Notes
- Org Number
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write
- NameRequired
Action
Search
- NameRequired
- Account Manager
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
- Notes
- Org Number
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Search or write

How Cling + Upsales Integrations Work

Step 1: Authenticate Cling and Upsales.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cling + Upsales

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

Proposal & Invoice Management

About Upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

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Cling + Upsales Integrations

How to connect Cling + Upsales

Create Cling clients from new Upsales companies

Create Cling clients from new Upsales companies

Connect your apps and automate workflows

Document Accepted

Document Expired

Document Viewed

Create Client

Client type

Client nameRequired

Client socialSecurityNumber / organisationNumber

Client reference

Client email

Client cellphone

Client cellphone region

Client street

Client zip

Client city

Client reverse VAT

Client note

Send Document

Document IDRequired

New Appointment

New Contact

New Order

Create Appointment

DescriptionRequired

Start DateRequired

End DateRequired

UserRequired

Activity TypeRequired

Contact Ids

Create Contact

NameRequired

Phone

Cell Phone

Email

Title

Client IdRequired

Update Appointment

Meeting IdRequired

DescriptionRequired

Start DateRequired

End DateRequired

UserRequired

Activity TypeRequired

Update Contact

IdRequired

Name

Phone

Cell Phone

Email

Title

Client Id

Find a Contact

EmailRequired

Document Denied

Document Sent

New Document

Create Document

Document nameRequired

Template IDRequired

Client IDRequired

New Activity

New Company

New Opportunity

New Segment

Create Company

NameRequired

Account Manager

Campaigns

Mail Address

Mail Zipcode

Mail City

Mail State

Mail Country

Employees

Notes

Org Number