Integrate Upsales with ZeptoMail

Send information between Upsales and ZeptoMail automatically, without writing any code, using Zoho Flow.

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Initiate a welcome email using ZeptoMail when a new company is created in Upsales

Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will send out a welcome email via ZeptoMail for new companies created in Upsales.

How it works
  1. The flow triggers when a new company is created in Upsales.
  2. Zoho Flow sends an email to the selected email addresses in ZeptoMail.
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Initiate a welcome email using ZeptoMail when a new company is created in Upsales

Upsales + ZeptoMail

Build your own integrations between Upsales and ZeptoMail

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Supported triggers and actions

Integrate Upsales and ZeptoMail using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

Order created

Triggers when a new order is created

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Activity created

Triggers when a new activity is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product is created

Email event occurred

Triggers when an email event (bounce, open, or click) occours

All Actions - Actions are the automated tasks

Create activity

Creates a new activity

Create contact

Creates a new contact

Create order

Creates a new order

Create company

Creates a new company

Create product

Creates a new product

Create appointment

Creates a new appointment

Send template email

Sends a template email to the selected email addresses

Send email

Sends an email to the selected email addresses

What is Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

What is ZeptoMail?

ZeptoMail by Zoho Mail is a transactional email service with a dedicated focus on sending transactional emails like welcome emails, invoice, OTPs, password reset emails etc. With undivided focus on transactional email sending, it ensures timely email delivery and great inbox placement.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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