UPilot Help & Support

Supported Triggers#

• New Deal - Triggers when a new deal is created.
• New Person - Triggers when a new person is created.
• Updated Deal - Triggers when an existing deal is updated.
• New Task - Triggers when a new task is created.
• New Company - Triggers when a new company is created.

Supported Searches#

• None yet!

Supported Actions#

• None yet!

How to Get Started with UPilot on Zapier#

To get started with UPilot on Zapier, first you will need to click to connect your UPilot account to use with your Zap

You'll now be asked to log into your UPilot account (unless you are already logged in)

Finally, you will be asked to give Zapier permission to access your account. Click “PHRASEHEREf” to continue.

If all steps were successful your UPilot account will now be successfully connected.

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!