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.
- When this happens...New Deal
Triggers when a new deal created in CRM.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Uptics
The modern, all-in-one, sales software for SMBs that adds the gift of automation.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.