Zapier is an integration platform that connects thousands of apps, including Upsales, and automatically performs defined tasks. Changes to information in Upsales can be a trigger for an automatic action elsewhere, or actions that happen in other apps can trigger an update in Upsales.

For example, Zapier can use Facebook ads or LinkedIn Lead Gen forms to generate a lead in Upsales. Or you can have new items in Upsales create a new card on a Trello board or a row in a Google Spreadsheet. There are thousands of possibilities to help you automate your work and save time.

This article will help you connect Zapier to Upsales and show you how to make a "Zap" using Upsales as the trigger or the action.

Connecting Your Upsales Account to Zapier

Once you have a Zapier account, you can search for Upsales on the Apps or Integrations tabs on the Zapier website. 

1. Select Upsales as one of your apps (or choose it from the Connected Accounts tab). A new window will open asking to Allow Zapier to access your Upsales account?
2. In Upsales, generate an API key. We recommend that you name the key Zapier (or something similar) to identify it. But remember that the key will only show once, so make sure to copy it and save it in a secure location, if necessary.
3. Paste the API key you generated in Upsales into the Allow Zapier to access your Upsales account? window.

4. Select Yes, Continue.

1. On the Zapier Home tab, select Make a Zap! from the upper right corner of the screen.
2. When the Choose a Trigger App screen opens, select Upsales.

3. On the Select Upsales Trigger screen, you can choose from one of five items from Upsales to trigger a new task for your Zap:
• New Activity
• New Company
• New Appointment
• New Opportunity
• New Order
4. Once you’ve selected one of the Upsales Triggers, select Save+Continue.
5. On the Select Upsales Account screen, your connected Upsales account should be listed, but you have the option to Connect an Account as well. You can also Test your connection. With your Upsales account highlighted, select Save+Continue.

6. Zapier will pull some samples from your Upsales account to help you finish setting up the action you want to perform. You can select Get More Samples for additional choices. Highlight one of the options for the test and select Continue.

7. You can Name your zap on the upper left corner or when you finish defining the first action the Zap will perform.

1. While defining a Zap on the Zapier Home tab, select Add a Step from the left side of the screen. Or select Your Zap currently lacks an Action step. Add one now! after defining your trigger.
2. When the Choose an Action App screen opens, select Upsales.
3. On the Select Upsales Action screen, you can choose from one of three actions to perform in Upsales when your Zap trigger occurs:
• New Form Submit
• Create Company
• Create Appointment

3. Once you’ve selected one of the Upsales Actions, select Save+Continue.
4. On the Select Upsales Account screen, your connected Upsales account should be listed, but you have the option to Connect an Account as well. You can also Test your connection. With your Upsales account highlighted, select Save+Continue.

6. The fields shown on the Set up Upsales… screen vary, depending on which type of action you selected. Fields marked with a red (required) indicator next to the field name must be completed before you can continue. There are two types of fields available:
   1. Select the field composer icon .
   2. Select one of the options from the drop down list. Zapier pulls the options from your selected trigger.
   3. Add your own text before, in between, or after selected field options.
   4. Select the field composer icon again to choose additional options. 
• Drop down list - Zapier pulls information from your selected trigger to identify appropriate information for this action. Select an item from the drop down list.
• Field composer - Some fields include an icon indicating that you can create more complicated connections of information. The options vary depending on your selected trigger and action. Note that you can often combine more than one option. To complete information in these fields, complete the following steps:
7. On the Test Upsales screen, you will see a sample of the information you chose in the previous step. Select Send Test To Upsales or Skip Test.
8. You can check the automatically created item in Upsales to confirm that your Zap is working like you want.
9. Select Finish.
10. On the Ready to turn on your Zap? screen, enter a name in the Name your zap field to identify your Zap on your dashboard.
11. Select the toggle to turn the Zap on.