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Upgrade.chat Integrations

CRM (Customer Relationship Management)

Do more with Upgrade.chat integrations

Zapier lets you connect Upgrade.chat with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Integrate Jotform with Upgrade.chatIntegrate Jotform with Upgrade.chat
Jotform
Forms & Surveys
Integrate Google Sheets with Upgrade.chatIntegrate Google Sheets with Upgrade.chat
Google Sheets
Google, Spreadsheets
Integrate Notion with Upgrade.chatIntegrate Notion with Upgrade.chat
Notion
Task Management
Integrate Gmail with Upgrade.chatIntegrate Gmail with Upgrade.chat
Gmail
Email, Google
Integrate Airtable with Upgrade.chatIntegrate Airtable with Upgrade.chat
Airtable
Databases
Integrate ActiveCampaign with Upgrade.chatIntegrate ActiveCampaign with Upgrade.chat
ActiveCampaign
Marketing Automation
Integrate ThriveCart with Upgrade.chatIntegrate ThriveCart with Upgrade.chat
ThriveCart
eCommerce
Integrate beehiiv with Upgrade.chatIntegrate beehiiv with Upgrade.chat
beehiiv
Email Newsletters
Integrate Pipefy with Upgrade.chatIntegrate Pipefy with Upgrade.chat
Pipefy
Project Management
Integrate Jotform with Upgrade.chatIntegrate Jotform with Upgrade.chat
Jotform
Forms & Surveys
Integrate Google Sheets with Upgrade.chatIntegrate Google Sheets with Upgrade.chat
Google Sheets
Google, Spreadsheets
Integrate Notion with Upgrade.chatIntegrate Notion with Upgrade.chat
Notion
Task Management
Integrate Gmail with Upgrade.chatIntegrate Gmail with Upgrade.chat
Gmail
Email, Google
Integrate Airtable with Upgrade.chatIntegrate Airtable with Upgrade.chat
Airtable
Databases
Integrate ActiveCampaign with Upgrade.chatIntegrate ActiveCampaign with Upgrade.chat
ActiveCampaign
Marketing Automation
Integrate Jotform with Upgrade.chatIntegrate Jotform with Upgrade.chat
Jotform
Forms & Surveys
Integrate Google Sheets with Upgrade.chatIntegrate Google Sheets with Upgrade.chat
Google Sheets
Google, Spreadsheets
Integrate Notion with Upgrade.chatIntegrate Notion with Upgrade.chat
Notion
Task Management
Integrate Gmail with Upgrade.chatIntegrate Gmail with Upgrade.chat
Gmail
Email, Google
Integrate Airtable with Upgrade.chatIntegrate Airtable with Upgrade.chat
Airtable
Databases
Integrate ActiveCampaign with Upgrade.chatIntegrate ActiveCampaign with Upgrade.chat
ActiveCampaign
Marketing Automation
Integrate ThriveCart with Upgrade.chatIntegrate ThriveCart with Upgrade.chat
ThriveCart
eCommerce
Integrate beehiiv with Upgrade.chatIntegrate beehiiv with Upgrade.chat
beehiiv
Email Newsletters
Integrate Pipefy with Upgrade.chatIntegrate Pipefy with Upgrade.chat
Pipefy
Project Management

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Upgrade.chat triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
  • Upgrade.chat triggers, actions, and search
    New Subscription

    Triggers when a new subscription is created.

    Trigger
    Instant
    Try It
    • Match Existing Contact
    • Override Lists
    • Ignore Invalid Values
    • Contact XREF
    • Contact Type
      Required
    • Create User
    • User Password
    • Send Welcome Email
    • Full Name
    • Prefix
    • First Name
    • Middle Name
    • Last Name
    • Nick Name
    • Suffix
    • Gender
    • Date of Birth
    • BANKcode
    • SSN
    • Driving License
    • Driving License State
    • Is Active Military Duty
    • Is US Citizen
    • Preferred Time of Day
    • Person Affiliate Code
    • Personal
    • Alternative Personal
    • Other Personal
    • Work
    • Alternative Work
    • Other Work
    • Mobile
    • Mobile Ext
    • Home
    • Home Ext
    • Work
    • Work Ext
    • Work 2
    • Work 2 Ext
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • ZIP Code
    • Country Name
    • Country Code
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • ZIP Code
    • Country Name
    • Country Code
    • Website
    • LinkedIn
    • Photo URL
    • Facebook
    • Instagram
    • Twitter
    • Google Reviews
    • AngelList
    • Zoom
    • Experience
    • Profile Summary
    • Interests
    • Notes
    • Follow Up Date
    • Assigned User
    • Deal Amount
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Company Name
    • Organization Type
    • Is Employed
    • Job Title
    • Employment Start Date
    • Employee Count
    • Date Founded
    • EIN
    • Annual Revenue
    • Industry
    • Company Phone
    • Company Phone Extention
    • Company Fax Number
    • Company Email
    • Company Website
    • Company Facebook
    • Company LinkedIn
    • Company Instagram
    • Company Twitter
    • Company Google Reviews
    • Company Crunchbase
    • Company BBB URL
    • Company Zoom
    • Company Calendly
    • Company Logo URL
    • Company Affiliate Code
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • ZIP Code
    • Country Name
    • Country Code
    • Source Code
    • Channel Code
    • Affiliate Code
    • Campaign ID
    • Google Click ID
    • Referer URL
    • Applicant ID
    • Application ID
    • IP Address
    • User Agent
    • Site ID
    • Site URL
    • Date Created
    • Entry URL
    • Lead Stage Name
    • Star
    • Rating
    • Tags
    • Lists
    • UTM Source
    • UTM Medium
    • UTM Campaign
    • UTM Term
    • UTM Content
    • UTM Keyword
    • UTM AdGroup
    • UTM Name
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Product Code
    • Product Payment Period Type
    • System Type
    • Code
    • Name
    • Level
    • Start Date
    • End Date
    • Amount
    • Product Code
    • Product Payment Period Type
    • System Type
    • Code
    • Name
    • Level
    • Start Date
    • End Date
    • Amount
    • Product Code
    • Product Payment Period Type
    • System Type
    • Code
    • Name
    • Level
    • Start Date
    • End Date
    • Amount
    Action
    Write
    • Product Type
      Required
    • Product Name
      Required
    • SKU
      Required
    • Description
    • Description HTML
    • Logo Url
    • Group Name
    • Price
    • Currency Id
    • Unit
    Action
    Write
    • Match Existing Contact
    • Contact Type
      Required
    • Full Name
    • Prefix
    • First Name
    • Middle Name
    • Last Name
    • Nick Name
    • Suffix
    • Gender
    • Date of Birth
    • BANKcode
    • SSN
    • Company Name
    • Job Title
    • Industry
    • Work
    • Personal
    • Other
    • Website
    • LinkedIn
    • Photo URL
    • Work
    • Home
    • Mobile
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • Zip Code
    • Country Name
    • Country Code
    • Experience
    • Profile Summary
    • Interests
    • Notes
    • Follow Up Date
    • Assigned User
    • Deal Amount
    • Source Code
    • Channel Code
    • Affiliate Code
    • Referer URL
    • Entry URL
    Action
    Write
    • Contact Id
    • Contact Xref
    • Invoice Description
    • Date of the Invoice
      Required
    • Currency Id
      Required
    • Due Date of the Invoice
    • Grand Total
      Required
    • Company
    • First Name
    • Last Name
    • Phone
    • Email
    • Country Id
    • State Id
    • State Name
    • City
    • Zip
    • Address 1
    • Address 2
    • Neighborhood
    • Company
    • First Name
    • Last Name
    • Phone
    • Email
    • Country Id
    • State Id
    • State Name
    • City
    • Zip
    • Address 1
    • Address 2
    • Neighborhood
    • Quantity
      Required
    • Description
    • Rate
      Required
    • Total Item Price
      Required
    • Unit Id
      Required
    • Commissionable Amount
    • Product Code
    • Purchase Order No.
    • Invoice No.
      Required
    • Invoice Note
    • Discount Total
      Required
    • Shipping Total
      Required
    • Tax Total
      Required
    • Date
    • Description
    • Amount
    • Gateway Name
    • Gateway Transaction Id
    • Historical Data
      Required
    • Status
      Required
    Action
    Write
    • Contact Id
    • Contact Xref
    • Affiliate Code
    • User Id
    • User Email
    Action
    Write

Upgrade.chat Help & Support

Common questions

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About Upgrade.chat
Upgrade.chat is a complete subscription payment platform with paywall for Discord Servers and robust CRM to maximize customer relationships and business growth.
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