Popular ways to use Uptics workflows

• Create Uptics contacts from new Google Sheets rows

  

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  Google Sheets, Uptics

  Google Sheets + Uptics

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  1. 

     When this happens

     Step 1: New Spreadsheet Row

  2. 

     Then do this

     Step 2: Create a Note

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  Create Uptics contacts from new Google Sheets rows

  

  by Zapier

  Zapier

  Create Uptics contacts from new Google Sheets rows

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  Google Sheets, Uptics

  Google Sheets + Uptics

• Make Uptics contacts and deals from new Calendly events

  

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  Calendly, Uptics

  Calendly + Uptics

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  1. 

     When this happens

     Step 1: Invitee Created

  2. 

     Then do this

     Step 2: Create or Update a Contact

  3. 

     Then do this

     Step 3: Create or Update a Deal

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  Make Uptics contacts and deals from new Calendly events

  

  by Zapier

  Zapier

  Make Uptics contacts and deals from new Calendly events

  Try it

  • 
  • 
  • 

  Calendly, Uptics

  Calendly + Uptics

• Generate Uptics contacts from new leads in Facebook Lead Ads

  

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  Premium apps: Facebook Lead Ads

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  Facebook Lead Ads, Uptics

  Facebook Lead Ads + Uptics

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  1. 

     When this happens

     Step 1: New Lead

  2. 

     Then do this

     Step 2: Create or Update a Contact

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  Generate Uptics contacts from new leads in Facebook Lead Ads

  

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  Premium apps: Facebook Lead Ads

  Generate Uptics contacts from new leads in Facebook Lead Ads

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  Facebook Lead Ads, Uptics

  Facebook Lead Ads + Uptics

• Create Uptics tasks for new starred emails in Gmail

  

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  Gmail, Uptics

  Gmail + Uptics

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  1. 

     When this happens

     Step 1: New Starred Email

  2. 

     Then do this

     Step 2: Create a Task

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  Create Uptics tasks for new starred emails in Gmail

  

  by Zapier

  Zapier

  Create Uptics tasks for new starred emails in Gmail

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  Gmail, Uptics

  Gmail + Uptics

• Add Uptics contacts from new Clickfunnels contact activity

  

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  ClickFunnels, Uptics

  ClickFunnels + Uptics

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  1. 

     When this happens

     Step 1: New Contact Activity

  2. 

     Then do this

     Step 2: Create or Update a Contact

  See Zap detailsTry it

  Add Uptics contacts from new Clickfunnels contact activity

  

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  Add Uptics contacts from new Clickfunnels contact activity

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  ClickFunnels, Uptics

  ClickFunnels + Uptics

• Create Uptics contacts from updated contacts in Google Contacts

  

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  Google Contacts, Uptics

  Google Contacts + Uptics

  More details

  1. 

     When this happens

     Step 1: New or Updated Contact

  2. 

     Then do this

     Step 2: Create or Update a Contact

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  Create Uptics contacts from updated contacts in Google Contacts

  

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  Create Uptics contacts from updated contacts in Google Contacts

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  Google Contacts, Uptics

  Google Contacts + Uptics

• Update Uptics contacts from updated Mailchimp contacts

  

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  Mailchimp, Uptics

  Mailchimp + Uptics

  More details

  1. 

     When this happens

     Step 1: New or Updated Subscriber

  2. 

     Then do this

     Step 2: Create or Update a Contact

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  Update Uptics contacts from updated Mailchimp contacts

  

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  Update Uptics contacts from updated Mailchimp contacts

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  Mailchimp, Uptics

  Mailchimp + Uptics

• Update contacts in Uptics from new leads in Intercom

  

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  Intercom, Uptics

  Intercom + Uptics

  More details

  1. 

     When this happens

     Step 1: New Lead

  2. 

     Then do this

     Step 2: Create or Update a Contact

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  Update contacts in Uptics from new leads in Intercom

  

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  Update contacts in Uptics from new leads in Intercom

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  Intercom, Uptics

  Intercom + Uptics

• 

  New Contact

  Triggers when a new contact created in CRM.

  Trigger

  Instant
• 

  New Deal

  Triggers when a new deal created in CRM.

  Trigger

  Instant
• 

  New Email Activity

  Triggers when a new email activity created in CRM.

  Trigger

  Instant
• 

  New Note

  Triggers when a new note created in CRM.

  Trigger

  Instant
• 

  New Task

  Triggers when new task created in CRM.

  Trigger

  Instant
• 

  New Tag

  Triggers when a new tag is applied on the contact.

  Trigger

  Instant
• 

  Create a Contact

  Creates a Contact without an email address requirement.

  Action

  Write
• 

  Create or Update a Contact

  Creates or Updates a Contact on the basis of email address.

  Action

  Write
• Uptics

  Creates or Updates a Deal.

  Scheduled

  Action

• Uptics

  Creates a Note.

  Scheduled

  Action

• Uptics

  Creates a Task.

  Scheduled

  Action