Social Intents + Upsales Integrations
How to connect Social Intents + Upsales
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Chat ClosedTriggers when a chat is closed by an agent.Trigger- New LeadTriggers when a new lead is received.Trigger
- New Offline MessageTriggers when a new offline message is received.Trigger
New ActivityTriggers when an activity is created.Trigger- New AppointmentTriggers when an appointment is created.Trigger
- New CompanyTriggers when a company is created.Trigger
- New ContactTriggers when contact added to segment.Trigger
- New OpportunityTriggers when an opportunity is created.Trigger
- Upsales
Triggers when an order is created.
Scheduled
Trigger
- Upsales
Triggers when a segment is created.
Scheduled
Trigger
- Upsales
Creates a new appointment on Upsales.
Scheduled
Action
- Upsales
Creates a new company on Upsales.
Scheduled
Action
- Upsales
Creates a new contact on Upsales.
Scheduled
Action
- Upsales
Submits data into a selected Upsales form.
Scheduled
Action
- Upsales
Updates an appointment on Upsales.
Scheduled
Action
- Upsales
Updates a company on Upsales.
Scheduled
Action
- Upsales
Updates a contact on Upsales.
Scheduled
Action
- Upsales
Search for company on Upsales.
Scheduled
Action
- Upsales
Search for contact on Upsales.
Scheduled
Action
- Upsales
Search for the company on Upsales, if not found, create it.
Scheduled
Action
How Social Intents + Upsales Integrations Work
- Step 1: Authenticate Social Intents and Upsales.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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