eboov + Uptics

Create or update Uptics contacts from new eboov leads

Boost efficiency and keep your Uptics platform updated with this streamlined workflow. When a new lead enters your eboov system, this automation will instantly create or update a contact in your Uptics app. Enhance contact management and ensure no lead falls through the cracks, making your lead tracking smoother and more accurate.

When this happens...
New Lead
Triggers when a new eboov lead is created.
TriggerInstant
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Create or Update a Contact
Triggers when a new contact created in CRM.
ActionWrite

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Supported triggers and actions

- Campaign TypeRequired
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Instant
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- Campaign TypeRequired
- CampaignRequired
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Instant
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New Deal
Triggers when a new deal created in CRM.
Trigger
Instant
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New Note
Triggers when a new note created in CRM.
Trigger
Instant
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New Selected Tag
Triggers when the selected tag is applied on the contact.
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Instant
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- Email
- First Name
- Last Name
- Phone Number
Action
Write
- EmailRequired
- NameRequired
Action
Write

- EmailRequired
- TitleRequired
- DescriptionRequired
- Due DateRequired
- TypeRequired
Action
Write

- Campaign TypeRequired
- CampaignRequired
Trigger
Instant
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New Contact
Triggers when a new contact created in CRM.
Trigger
Instant
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New Email Activity
Triggers when a new email activity created in CRM.
Trigger
Instant
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New Task
Triggers when new task created in CRM.
Trigger
Instant
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New Tag
Triggers when a new tag is applied on the contact.
Trigger
Instant
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- EmailRequired
- First Name
- Last Name
- Phone Number
Action
Write
- EmailRequired
- NoteRequired
Action
Write