Upsales for Zoho Desk Powered by Zoho Flow

Manage your Upsales contacts, accounts, orders and products from within Zoho Desk

Built for: Desk Developed by: Zoho Corporation
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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.

With this Upsales-Desk bundle, you can make sure your business remains customer-focused with great service, and help deals get closed faster.

Key Features:

  • New Upsales accounts are added as accounts in Zoho Desk and New Upsales contacts are added as new contacts in Zoho Desk
  • Products added in Upsales are also created in Zoho Desk
  • New deal won against contacts trigger a ticket in Zoho Desk and priority is set to high
  • New tasks are added for tickets created, and further follow-up and onboarding activities can be added in the tasks

Tags

Deployment type API-built integrations
Published date Apr 26, 2020
Version 1.0
Category Sales & Marketing
Pricing Free
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One

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