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SalesUp! + Cognito Forms Integrations

How to connect SalesUp! + Cognito Forms

Zapier lets you send info between SalesUp! and Cognito Forms automatically—no code required.

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Supported triggers and actions

What does this mean?
  • SalesUp! triggers, actions, and search
    Add Contact
    Adds a contact.
    Action
    Write
  • Cognito Forms triggers, actions, and search
    Entry Deleted
    Triggers when an entry is deleted.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    New Entry
    Triggers when someone fills out your form.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    New Order
    Triggers when an order is created.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    New Payment
    Triggers when a payment is collected.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    New Refund
    Triggers when a refund is issued.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    Update Entry
    Triggers when someone updates an entry.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    Create Entry
    Creates a new entry.
    Action
    Write
  • Cognito Forms

    Updates an entry.

    Scheduled

    Action

  • Cognito Forms

    Sets the availability of a form.

    Scheduled

    Action

  • Cognito Forms

    Gets an entry document.

    Scheduled

    Action

How SalesUp! + Cognito Forms Integrations Work

  1. Step 1: Authenticate SalesUp! and Cognito Forms.
    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.

Cognito Forms Tutorials

About SalesUp!

SalesUp! is a platform to easy organize and create relationships with your customers, to better track leads and increase your sales.

Related categories

  • CRM (Customer Relationship Management)
cognito-forms logo
cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn More

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