Upsales Integrations
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Google Sheets
Google, Spreadsheets
LinkedIn Lead Gen Forms
Ads & Conversion, Microsoft, Premium
Mailshake
Drip Emails
Albacross
Marketing Automation
Slack
Team Chat
HubSpot
Marketing Automation
Calendly
Scheduling & Booking
Gmail
Email, Google
Cling
Beta, Proposal & Invoice Management
Unbounce
Forms & Surveys
WPForms
Forms & Surveys, WordPress
Google Calendar
Calendar, Google
Demio
Webinars
Google Forms
Forms & Surveys, Google
Gravity Forms
Forms & Surveys, WordPress
Microsoft Outlook
Email, Microsoft
SurveyMonkey
Forms & Surveys
ThriveCart
Beta, eCommerceLeadfeeder
CRM (Customer Relationship Management)Airtable
DatabasesTypeform
Forms & SurveysHarvest
Time Tracking SoftwareAutotask
CRM (Customer Relationship Management)Trello
Project ManagementFacebook Lead Ads
Ads & Conversion, Facebook, PremiumSmartsheet
SpreadsheetsLeadinfo
MarketingActiveCampaign
Marketing AutomationJotForm
Forms & SurveysGoogle Docs
Documents, GoogleYouCanBook.Me
Scheduling & BookingInstapage
Forms & SurveysLinkedIn Matched Audiences
Ads & Conversion, Microsoft, PremiumCyfe
DashboardsVainu
CRM (Customer Relationship Management)Joomag
DocumentsQiwio
Beta, MarketingMailchimp
Email NewslettersZoom
Video ConferencingShopify
eCommerce, PremiumWebflow
Website BuildersSquarespace
Forms & SurveysWooCommerce
eCommerce, WordPressmonday.com
Project ManagementZendesk
Customer Support, PremiumJira Software Cloud
Project ManagementIntercom
Customer SupportWebinarJam / EverWebinar
WebinarsGoogle Lead Form Extensions
Ads & Conversion, Forms & Surveys, Google, PremiumMicrosoft Office 365
Email, MicrosoftSharpSpring
Marketing AutomationJira Software Server
Project ManagementLandbot
Marketing AutomationMicrosoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft, PremiumSimplyBook.me
Scheduling & BookingReply
Marketing AutomationChatBot
Customer SupportPlecto
DashboardsStatusCake
Server MonitoringRetently
Forms & SurveysTotango
CRM (Customer Relationship Management)Social Intents
Customer SupportFoleon
Beta, DocumentsPopular ways to use Upsales workflows
Create Upsales companies from new Leadinfo triggers
Create Upsales companies from new Leadinfo triggers
- 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
- New OrderTriggers when an order is created.Trigger
- New SegmentTriggers when a segment is created.Trigger
- Create AppointmentCreates a new appointment on Upsales.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
About Upsales
The revenue engine for fast-growing businesses.
You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.
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