Enhanced Automation with our Zapier Integration

To reach Sales Automation Euphoria, you may want to consider using our Zapier Integration to further drive automation efforts. Using the Zapier Integration can help you automatically create or update contacts and deals within the Sales Automation Software. On top of this, there are many other things Zapier can help automate!

Click here to check out the Uptics Integration on the Zapier platform. From here, you can build zaps and check out 2000+ apps that can be connected to Uptics, as well as view some zap templates we have put together for you.

For those who are not familiar with Zapier...

"Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs." - zapier.com

What the Zapier Integration allows you to do in Uptics Sales Automation Software...

In order to understand the power of Zapier and how you can leverage it within your sales automation software, we must distinguish the difference between a trigger and an action.

A Trigger, as defined on zapier.com, is an event that starts a Zap. For example, if you want to send a text message each time you receive an email, the trigger is ‘new email in inbox’. Learn more about using triggers in Zaps.

An Action, as defined on zapier.com, is an event a Zap performs after it is triggered. For example, if you want to send a text message each time you receive an email, the action is ‘send a text message’. Learn more about using actions in Zaps.

Zapier Triggers for Uptics Sales Automation Software:

  • New Contact - Triggers when a new contact is created on app.uptics.io

  • New Deal - Triggers when a new deal is created on app.uptics.io

  • New Note - Triggers when a new note is created on app.uptics.io

  • New Task - Triggers when a new task is created on app.uptics.io

  • More triggers will be added in the future!

Zapier Actions for Uptics Sales Automation Software:

  • Create or Update a Contact - Creates or updates a contact

  • Create or Update a Deal - Creates or updates a deal

  • Create a Note - Creates a note

  • Create a Task - Creates a task

  • More actions will be added in the future!

To utilize the Zapier Integration with your workflow, you need to determine what tasks you'd like to automate from both a trigger and an action perspective.

Examples:

If you run paid ads and lead forms through Facebook and your prospects fill out an opt-in form to land them on a particular webpage, you may want to set up a Zap that triggers any time someone fills out the opt-in form, searches your Uptics Software to see if the prospect exists, and creates or updates the prospect's information in Uptics based on their submission information on the opt-in form.

Trigger=New FB Lead Form (App=Facebook), Action=Create or Update a Contact (App=Uptics)

If you want to be made aware of any New Deal in the system through a messaging system of your choosing (like Slack or Google Hangouts), you may want to set up a Zap that triggers any time a new deal is created in Uptics Sales Automation Software and sends an instant message (with the parameters you choose) on a specific Slack Channel.

Trigger=New Deal (App=Uptics), Action=Send Channel Message (App=Slack)

To set up your Zapier Integration:

  1. The first step in setting up your Zapier Integration is to sign up for a free Zapier account at zapier.com. If you already have a Zapier account, you may proceed to the next step. If you don't have a Zapier account, follow the steps on Zapier to get your account up and running. I would suggest familiarizing yourself a bit with their platform and get your first Zap built using apps you are already familiar with!

  2. Once you have a Zapier account, you will want to log into app.uptics.io, proceed to the 'Settings' icon on the bottom left-hand side of the screen, and click on 'Integrations' in the left popout menu.

  3. From there, under the 'Zapier Key' section, click on 'Generate Key', and copy the key that is generated.

  4. Once the API key is copied from app.uptics.io, proceed and log in to zapier.com and click on 'My Apps' on the left toolbar.

  5. Under 'My Apps', there will be a dropdown to 'Connect a new account'. Click the dropdown, type in 'Uptics' and select our app, paste the 'API Key' into the box, and click the 'Yes, Continue' button.

  6. Once you have done this, your Zapier integration is complete and you're ready to start enhancing your automation a step further using Zapier!

Zipping up the Zapier Integration:

While the aforementioned details in this article will complete the integration between Uptics and Zapier, you may need some time to familiarize yourself with the Zapier App. To ease the learning curve, we have put together some commonly used Zap Templates and shared them on Zapier for you to view.

In the meantime, feel free to make a few simple zaps and give it a shot on your own. I would be more than happy to take a look and help put together any Zaps you are looking to complete as well!

Should you have any questions, issues, or obstacles in completing these steps, please reach out to us directly on the Support in the bottom left-hand corner of the Uptics Application, or reach out via email to [email protected], and we would be happy to assist!

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