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.

When this happens...
New Company
Triggers when a company is created.
TriggerScheduled
automatically do this!
Create Client
Creates a new client
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when an activity is created.
Trigger
Scheduled
Try It
New Company
Triggers when a company is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when an opportunity is created.
Trigger
Scheduled
Try It
New Segment
Triggers when a segment is created.
Trigger
Scheduled
Try It
- NameRequired
  Name of the company
- Account Manager
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
  Number of employees
- Notes
- Org Number
- Phone
  Phone number
- Turnover
- Webpage
- Facebook
  Facebook URL
- Linkedin
  Linkedin URL
- Twitter
  Twitter URL
Action
Write

New Form Submit
Submits data into a selected Upsales form.
Action
Write
- IdRequired
  ID of the company
- Name
  Name of the company
- User ID
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
  Number of employees
- Notes
- Org Number
- Phone
  Phone number
- Turnover
- Webpage
- Facebook
  Facebook URL
- Linkedin
  Linkedin URL
- Twitter
  Twitter URL
Action
Write

- NameRequired
  Name of the company
Action
Search
- NameRequired
  Name of the company
- Account Manager
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
  Number of employees
- Notes
- Org Number
- Phone
  Phone number
- Turnover
- Webpage
- Facebook
  Facebook URL
- Linkedin
  Linkedin URL
- Twitter
  Twitter URL
Action
Search or write
Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Try It
Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
- Document nameRequired
  Select a name of the document that will be visible to your client
- Template IDRequired
  Specify which template to use when creating the document
- Client IDRequired
  Specify which which client that should be assigned to the document. You can use the action "Create client" first to store a client to be used if it is a new client.
Action
Write

New Appointment
Triggers when an appointment is created.
Trigger
Scheduled
Try It
New Contact
Triggers when contact added to segment.
Trigger
Scheduled
Try It
New Order
Triggers when an order is created.
Trigger
Scheduled
Try It
- DescriptionRequired
- Start DateRequired
  (YYYY-MM-DD HH:mm)
- End DateRequired
  (YYYY-MM-DD HH:mm)
- UserRequired
- Activity TypeRequired
- Contact Ids
  Either a single contact ID or a comma separated list of contact IDs
Action
Write
- NameRequired
  Name of the contact
- Phone
- Cell Phone
- Email
- Title
- Client IdRequired
Action
Write
- Meeting IdRequired
- DescriptionRequired
- Start DateRequired
  (YYYY-MM-DD HH:mm)
- End DateRequired
  (YYYY-MM-DD HH:mm)
- UserRequired
- Activity TypeRequired
Action
Write
- IdRequired
  ID of the contact
- Name
  Name of the contact
- Phone
- Cell Phone
- Email
- Title
- Client Id
Action
Write
- EmailRequired
  Email of contact
Action
Search
Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
Try It
Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
Try It
Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
Try It
- Client type
  Specify if your new client is a individual or a company
- Client nameRequired
  Full name of the client, if client type is individual example "John Andersson" or if client type is company then example "BusinessGroup Inc"
- Client socialSecurityNumber / organisationNumber
  Specify client socialSecurityNumber if client type is individual, or organisationNumber if client type is company
- Client reference
  If clientType is a company, this is the person who is your reference at the company. Example "John Andersson"
- Client email
  Specify a default client email, example "john@domain.com"
- Client cellphone
  Specify a default client cellphone, prefered format is international with prefix but we allow anything to be set. Only valid phonenumbers will allow sending SMS.
  Valid examples: +46731234567, +46 (0) 73 - 123 45 67, 073 - 123 45 67, 0731234567
- Client cellphone region
  Optional region for the cellphone, used to format the number correctly with a correct region. Country code according to ISO_3166, example 'SE' for Sweden
- Client street
  Street of the client, example "Vasagatan 3"
- Client zip
  Zip of the client, example "11152"
- Client city
  City of the client, example "Stockholm"
- Client reverse VAT
  Specify if the client uses reverse VAT as default
- Client note
  Specify a internal comment about the client only visible for you as an authenticated users (never for the client themselves)
Action
Write
- Document IDRequired
  Specify the id of the document that should be sent
Action
Write

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.

Related categories

CRM (Customer Relationship Management)

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Cling + Upsales

Create Cling clients from new Upsales companies

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

Phone

Turnover

Webpage

Facebook

Linkedin

Twitter

New Form Submit

Update Company

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

Find a Company

NameRequired

Find or Create a Company

NameRequired

Account Manager

Campaigns

Mail Address

Mail Zipcode

Mail City

Mail State

Mail Country

Employees

Notes

Org Number

Phone

Turnover

Webpage

Facebook

Linkedin

Twitter

Document Denied

Document Sent

New Document

Create Document

Document nameRequired

Template IDRequired

Client IDRequired

New Appointment

New Contact

New Order

Create Appointment

DescriptionRequired

Start DateRequired

End DateRequired

UserRequired

Activity TypeRequired