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Cling + Upsales Integrations

How to connect Cling + Upsales

Zapier lets you send info between Cling and Upsales automatically—no code required.

When this happens...
ClingCling
Document Accepted

Triggers when a document changes status to accepted.

automatically do this!
UpsalesUpsales
Create Appointment

Creates a new appointment on Upsales.

Supported triggers and actions

What does this mean?

How Cling + Upsales Integrations Work

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

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
upsales logo
upsales logo
upsales logo

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.

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