Leadinfo integration with Upsales
How to Create Upsales companies from new Leadinfo triggers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Upsales companies from new Leadinfo triggers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Upsales integrations
Upsales actions
Nekton can use any feature that is available in Upsales API.
Using our advanced AI, you can easily create custom automations for Upsales.
Here are some typical actions you can do in your automated workflows.
Create Company
Creates a new company on Upsales.
Update Company
Updates a company on Upsales.
Find a Company
Search for company on Upsales.
Find or Create a Company
Search for the company on Upsales, if not found, create it.
Create Appointment
Creates a new appointment on Upsales.
Create Contact
Creates a new contact on Upsales.
About Upsales
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