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.
There are thousands of possibilities to automate your work and save time. For example:
- Zapier can use Facebook ads or LinkedIn Lead Gen forms to generate a lead in Upsales
- New items in Upsales can create a new card on a Trello board
- Deals in Upsales can create a row in a Google Spreadsheet.
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
- After setting up your Trigger, click the + sign underneath: