Zoho CRM integration with Upscale
How to Add new or updated Zoho CRM contacts as Upscale prospects
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 "Add new or updated Zoho CRM contacts as Upscale prospects" 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 Upscale integrations
Upscale actions
Nekton can use any feature that is available in Upscale API.
Using our advanced AI, you can easily create custom automations for Upscale.
Here are some typical actions you can do in your automated workflows.
Save Account
Create or Update an Account.
Save Prospect
Create or Update a Prospect in Upscale
Save Opportunity
Create or Update an Opportunity.
Account Created
Triggers when a new Account is created.
Opportunity Created
Triggers when a new Opportunity is created.
Prospect Created
Triggers when a new prospect is created in Upscale.
About Upscale
Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.