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Cling + Upsales

Create Cling clients from new Upsales companies

Do you find yourself spending too much time adding data in your different systems by hand? Now, this repetitive work is done for you. This integration adds new companies created in Upsales to Cling as new clients, saving time for more important work.

Do you find yourself spending too much time adding data in your different systems by hand? Now, this repetitive work is done for you. This integration adds new companies created in Upsales to Cling as new clients, saving time for more important work.

  1. When this happens...
    UpsalesUpsales
    New Company

    Triggers when a company is created.

    TriggerScheduled
  2. automatically do this!
    ClingCling
    Create Client

    Creates a new client

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Upsales triggers, actions, and search

    New Activity

    Triggers when an activity is created.

    Trigger
    Scheduled
    Try It
    • DescriptionRequired

    • Start DateRequired

    • End DateRequired

    • UserRequired

    • Activity TypeRequired

    • Contact Ids

    Action
    Write
cling logo
cling logo

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

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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