UPilot

UPilot Integrations

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UPilot Integration Details

Launched on Zapier June 6, 2017

Zapier combines Triggers (like "New Deal") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following UPilot Triggers, Searches, and Actions are supported by Zapier:

New Deal

Triggers when a new deal is created.

New Person

Triggers when a new person is created.

New Task

Triggers when a new task is created.

New Company

Triggers when a new company is created.

Updated Deal

Triggers when an existing deal is updated.

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UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.