Upsales Integrations

Name: Zapier
Availability: InStock

Put Upsales to work with AI and enterprise-grade automation

Automate smarter with Upsales and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

LinkedIn Ads

Ads & Conversion, Microsoft

HubSpot

Marketing Automation

Typeform

Forms & Surveys

Squarespace Forms

Forms & Surveys

Google Ads

Ads & Conversion, Google

Gravity Forms

Forms & Surveys, WordPress

Apollo

Sales & CRM

Facebook Lead Ads

Ads & Conversion, Facebook

Dealfront

Sales & CRM

LinkedIn Ads

Ads & Conversion, Microsoft

HubSpot

Marketing Automation

Typeform

Forms & Surveys

Squarespace Forms

Forms & Surveys

Google Ads

Ads & Conversion, Google

Gravity Forms

Forms & Surveys, WordPress

LinkedIn Ads

Ads & Conversion, Microsoft

HubSpot

Marketing Automation

Typeform

Forms & Surveys

Squarespace Forms

Forms & Surveys

Google Ads

Ads & Conversion, Google

Gravity Forms

Forms & Surveys, WordPress

Apollo

Sales & CRM

Facebook Lead Ads

Ads & Conversion, Facebook

Dealfront

Sales & CRM

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Cling clients from new Upsales companies
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Upsales + Cling
Create Upsales companies from new Leadinfo triggers
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Leadinfo + Upsales
Create Cinode projects from new Upsales opportunities
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Upsales + Cinode
Add new Upsales contacts to a Google Sheets spreadsheet by creating rows
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Upsales + Google Sheets
Create new Upsales form submissions from LinkedIn Ads lead gen form responses
Premium
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LinkedIn Ads + Upsales
Create Upsales form submits for new Livestorm registrants
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Livestorm + Upsales

Create Cling clients from new Upsales companies

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Upsales + Cling

Create Upsales companies from new Leadinfo triggers

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Leadinfo + Upsales

Create Cinode projects from new Upsales opportunities

Details

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Upsales + Cinode

Add new Upsales contacts to a Google Sheets spreadsheet by creating rows

Details

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Upsales + Google Sheets

Create new Upsales form submissions from LinkedIn Ads lead gen form responses

Details

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LinkedIn Ads + Upsales

Create Upsales form submits for new Livestorm registrants

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Livestorm + Upsales

Create Upsales submissions from new Unbounce form submissions

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Unbounce + Upsales

Create Upsales submissions from new form submissions in Leadpages

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Leadpages + Upsales

Create Upsales form submissions from new Qualtrics survey responses

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Qualtrics + Upsales

Create new Apollo accounts from new Upsales companies

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Upsales + Apollo

Update Upsales contacts when Apollo contacts get updated

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Apollo + Upsales

Manage new WebinarGeek registrations by submitting forms in Upsales

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WebinarGeek + Upsales

Create Upsales submissions from new Unbounce form submissions
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Unbounce + Upsales
Create Upsales submissions from new form submissions in Leadpages
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Leadpages + Upsales
Create Upsales form submissions from new Qualtrics survey responses
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Qualtrics + Upsales
Create new Apollo accounts from new Upsales companies
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Upsales + Apollo
Update Upsales contacts when Apollo contacts get updated
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Apollo + Upsales
Manage new WebinarGeek registrations by submitting forms in Upsales
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WebinarGeek + Upsales

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.

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

New Appointment
Triggers when an appointment is created.
Trigger
Polling
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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

For builders

Let your AI safely access Upsales

Go beyond Zap workflows. Install Zapier in your AI to call Upsales actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Upsales from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Appointment
Create Company

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Upsales actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Upsales connection @ https://zapier.com/ja/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "upsales", owner: "me" });

await zapier.runAction({
  app: 'upsales',
  action: 'appointment',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Upsales Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Upsales Integrations

Put Upsales to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Cling clients from new Upsales companies

Create Upsales companies from new Leadinfo triggers

Create Cinode projects from new Upsales opportunities

Add new Upsales contacts to a Google Sheets spreadsheet by creating rows

Create new Upsales form submissions from LinkedIn Ads lead gen form responses

Create Upsales form submits for new Livestorm registrants

Create Cling clients from new Upsales companies

Create Upsales companies from new Leadinfo triggers

Create Cinode projects from new Upsales opportunities

Add new Upsales contacts to a Google Sheets spreadsheet by creating rows

Create new Upsales form submissions from LinkedIn Ads lead gen form responses

Create Upsales form submits for new Livestorm registrants

Create Upsales submissions from new Unbounce form submissions

Create Upsales submissions from new form submissions in Leadpages

Create Upsales form submissions from new Qualtrics survey responses

Create new Apollo accounts from new Upsales companies

Update Upsales contacts when Apollo contacts get updated

Manage new WebinarGeek registrations by submitting forms in Upsales

Create Upsales submissions from new Unbounce form submissions

Create Upsales submissions from new form submissions in Leadpages

Create Upsales form submissions from new Qualtrics survey responses

Create new Apollo accounts from new Upsales companies

Update Upsales contacts when Apollo contacts get updated

Manage new WebinarGeek registrations by submitting forms in Upsales

Let your AI safely access Upsales

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Upsales Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Upsales Integrations

Popular Upsales Integrations

Connect Your App Accounts to Zapier