Salesforce + Uptics + Filter by Zapier

Generate Salesforce records from new "closed won" Uptics deals

Managing deals across platforms is a whole lot easier when you use this integration. Skip the copy-and-paste tasks by automatically adding a "closed won" deals from Uptics as a new record in Salesforce.

Managing deals across platforms is a whole lot easier when you use this integration. Skip the copy-and-paste tasks by automatically adding a "closed won" deals from Uptics as a new record in Salesforce.

  1. When this happens...
    UpticsUptics
    New Deal

    Triggers when a new deal created in CRM.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new contact created in CRM.

    Trigger
    Instant
    Try It
  • Uptics triggers, actions, and search

    New Email Activity

    Triggers when a new email activity created in CRM.

    Trigger
    Instant
    Try It
  • Uptics triggers, actions, and search

    New Task

    Triggers when new task created in CRM.

    Trigger
    Instant
    Try It
  • Uptics triggers, actions, and search

    New Tag

    Triggers when a new tag is applied on the contact.

    Trigger
    Instant
    Try It
  • Uptics triggers, actions, and search

    New Deal

    Triggers when a new deal created in CRM.

    Trigger
    Instant
    Try It
  • Uptics triggers, actions, and search

    New Note

    Triggers when a new note created in CRM.

    Trigger
    Instant
    Try It
  • Uptics triggers, actions, and search

    New Selected Tag

    Triggers when the selected tag is applied on the contact.

    Trigger
    Instant
    Try It
    • Email

    • First Name

    • Last Name

    • Phone Number

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
uptics logo
uptics logo

About Uptics

The modern, all-in-one, sales software for SMBs that adds the gift of automation.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier