Upsales + WPForms

Upsales + WPForms integrations

Create new Upsales contacts from new WPForms entries

Manage your lead flow efficiently with this workflow between WPForms and Upsales. Whenever a new entry is submitted in WPForms, it's transferred to Upsales ensuring you keep your contact database up-to-date. It's a simple yet powerful way to ensure you never miss out on a potential client, making lead generation and contact management a seamless part of your business process.

When this happens...
New Form EntryTriggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create ContactCreates a new contact on Upsales.
ActionWrite

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More things you can do with WPForms and Upsales

Discover other triggers and actions you can use with WPForms and Upsales

- Form
  Required
Trigger
Instant
Try It
New Activity
Triggers when an activity is created.
Trigger
Polling
Try It
New Company
Triggers when a company is created.
Trigger
Polling
Try It
New Opportunity
Triggers when an opportunity is created.
Trigger
Polling
Try It
New Segment
Triggers when a segment is created.
Trigger
Polling
Try It

- Name
  Required
- AccountManager
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write
New Form Submit
Submits data into a selected Upsales form.
Action
Write

- Id
  Required
- Name
- User ID
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- AccountManager
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Search or write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Appointment
Triggers when an appointment is created.
Trigger
Polling
Try It
New Contact
Triggers when contact added to segment.
Trigger
Polling
Try It
New Order
Triggers when an order is created.
Trigger
Polling
Try It
- Description
  Required
- StartDate
  Required
- EndDate
  Required
- User
  Required
- ActivityType
  Required
- ContactIds
Action
Write
- Name
  Required
- Phone
- CellPhone
- Email
- Title
- ClientId
  Required
Action
Write
- MeetingId
  Required
- Description
  Required
- StartDate
  Required
- EndDate
  Required
- User
  Required
- ActivityType
  Required
Action
Write
- Id
  Required
- Name
- Phone
- CellPhone
- Email
- Title
- ClientId
Action
Write
- Email
  Required
Action
Search

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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About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

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