UPilot

UPilot Integrations

  • Create Google Calendar events for new UPilot tasks

    Tired of manually creating your Google Calendar events for your UPilot tasks? With the Zapier integration, you can automatically create events in your Google Calendar whenever a new task is created in UPilot. It's an easy way to keep your meetings and work together in Google Calendar.

    Note: This integration doesn't create events for already existing UPilot tasks, but only new ones after you've set it up.

    How this UPilot-Google Calendar integration works

    1. A new task is created in UPilot
    2. Zapier automatically creates a new detailed event in Google Calendar

    Apps involved

    • UPilot
    • Google Calendar
  • Create MailChimp subscribers from new UPilot People

    If you’re using MailChimp to send out your marketing campaigns, the UPilot Zapier integration with MailChimp can instantly add any new people you add to UPilot to your MailChimp email list as well. This way, you can save time by not having to manually add your subscribers to MailChimp, too.

    Note: This integration doesn't create MailChimp subscribers for already existing people in UPilot, but only new ones added after you've set it up.

    How this UPilot-MailChimp integration works

    1. A new person is added in UPilot
    2. Zapier automatically creates a new subscriber in MailChimp in the list of your choosing

    Apps involved

    • UPilot
    • MailChimp
  • Create new Asana tasks from new UPilot tasks

    Are you managing your tasks in both UPilot and Asana for your daily work? With this Zapier integration, you can automatically create tasks in your Asana project whenever a new task is added in UPilot. That way, you can manage your to-do list in Asana and still keep up with everything you need to accomplish across every project.

    How this UPilot-Asana integration works

    1. A new task is added in UPilot
    2. Zapier automatically creates a new task in Asana

    Apps involved

    • UPilot
    • Asana
  • Create Office 365 calendar events for new UPilot tasks

    Creating your tasks in your Office 365 calendar as well when you create one in UPilot? With the Zapier integration, you can automatically create events in your Office 365 calendar whenever a new task is created in UPilot. That way you'll know all of the tasks you need to complete along with the events and meetings that are on your schedule.

    Note: This integration doesn't create events for already existing UPilot tasks, but only new ones after you've set it up.

    How this UPilot-Office 365 Calendar integration works

    1. A new task is created in UPilot
    2. Zapier automatically creates an event in Office 365 calendar

    Apps involved

    • UPilot
    • Office 365
  • Share new UPilot deals in Slack

    Looking for a simple way to message the team whenever you add a new deal to UPilot? You can use this Zap to do that automatically by posting a message to your team's Slack channel whenever you add in a new deal in UPilot. This way, your channel members will be notified of all new deals being added in to UPilot.

    Note: The Zap will only trigger for new deals added to UPilot after turning on the Zap

    How this UPilot-Slack integration works

    1. A new deal is created in UPilot
    2. Zapier sends the new deal information to Slack

    Apps involved

    • UPilot
    • Slack
  • Update deals edited in UPilot in Google Sheets

    If you already have your UPilot deals added in Google Sheets, with the UPilot Zapier integration, whenever a deal is edited in UPilot, you can instantly update the deal information in Google Sheets as well. With your data being continuously updated in Google Sheets as well, you can create custom analyses and reporting based on your needs.

    How this UPilot-Google Sheets integration works

    1. An existing deal is edited in UPilot
    2. Zapier searches for the same deal in Google Sheets
    3. Zapier automatically updates the existing deal information in Google Sheets

    Apps involved

    • UPilot
    • Google Sheets
  • Add new UPilot deals to a Google Sheets spreadsheet

    Would you like to create highly customised reporting for your deals in UPilot? With the UPilot Zapier integration, whenever a new deal is added in UPilot, you can instantly add it as a new row in Google Sheets as well. With your data in Google Sheets, you can create custom analyses and reporting based on your needs.

    Note: This integration doesn't copy existing UPilot deals into your spreadsheet, but only new ones after you've set it up.

    How this UPilot-Google Sheets integration works

    1. A new deal is created in UPilot
    2. Zapier automatically creates a new row in Google Sheets with the deal information

    Apps involved

    • UPilot
    • Google Sheets
  • Create QuickBooks Online Customers for Won Deals in UPilot

    Keeping your books and contacts organized is a big job. If you're using QuickBooks Online to manage your invoicing, with the UPilot-Quickbooks Online integration you can automatically create Customers in QuickBooks when a deal is marked as Won in UPilot.

    How this UPilot-QuickBooks Online integration works

    1. A deal is marked as won in UPilot
    2. Zapier automatically creates the Customer in QuickBooks Online

    Apps involved

    • UPilot
    • Filter by Zapier
    • QuickBooks Online
  • Create or update leads on Marketo from new people added in UPilot

    Looking to automate your marketing with Marketo whenever a new person is added into UPilot? With this UPilot Zapier integration with Marketo, every time a new person is added to UPilot, Zapier will automatically add the person to Marketo as a lead as well. If the lead already exists in Marketo, it will be automatically updated with the latest information.

    Note: This integration doesn't create Marketo leads for already existing people in UPilot, but only new ones added after you've set it up

    How this UPilot-Marketo integration works

    1. A new person is added in UPilot
    2. Zapier automatically creates a new lead in Marketo or updates the lead if it already exists

    Apps involved

    • UPilot
    • Marketo
  • Create or update Xero contacts for new people added in UPilot

    Keeping your books and contacts organized is a big job. If you're using Xero to manage the invoicing for your business, with this UPilot-Xero integration Zapier will automatically create a contact in Xero when a new person is added in UPilot. If the contact already exists in Xero, it will be updated with the latest information from UPilot.

    Note: This integration doesn't create contacts for people already existing in UPilot, but only new ones added after you've set it up

    How this UPilot-Xero integration works

    1. A new person is created in UPilot
    2. A new contact is automatically created in Xero

    Apps involved

    • UPilot
    • Xero
  • Create Xero contacts for deals marked won in UPilot

    Managing your clients and invoicing them every time a deal is won can be a daunting task. If you're using Xero to manage the invoicing for your business, with this UPilot-Xero integration Zapier will automatically create a contact in Xero when a deal is marked as Won in UPilot. If the contact already exists in Xero, it will be updated with the latest information from UPilot. This way, you can always keep your customers updated in Xero.

    How this UPilot-Xero integration works

    1. A deal is marked as Won in UPilot
    2. Zapier automatically adds the related contact for the deal in Xero as a new contact

    Apps involved

    • UPilot
    • Filter by Zapier
    • Xero
  • Create AWeber subscribers from new UPilot People

    Keep your customers up-to-date on the latest about your business and avoid the costly delays of manually transferring contact information between systems. This Zapier integration will create a new AWeber subscriber whenever a person is created in UPilot.

    How it works

    1. A new person is created in UPilot.
    2. Zapier creates a new AWeber subscriber based on the information provided.

    What you need

    • UPilot account
    • AWeber account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

UPilot Integration Details

Launched on Zapier March 18, 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.

Updated Deal

Triggers when an existing deal is updated.

New Company

Triggers when a new company is created.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.