Upscale + Zoho CRM

Add new or updated Zoho CRM leads as Upscale prospects

Use this template to add new or updated leads and their details from Zoho CRM to Upscale. Automatically save Zoho CRM leads as Upscale prospects for easy access.

When this happens...
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
TriggerScheduled
automatically do this!
Save Prospect
Create or Update a Prospect in Upscale
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
Account Updated
Triggers when an Account is updated.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Instant
Try It
Prospect Opted Out
Triggers when a prospect opts out from all types of communication.
Trigger
Instant
Try It
Prospect Updated
Triggers when a prospect is updated in Upscale.
Trigger
Instant
Try It
- Update By
- Id
- NameRequired
- Account
- Prospects
- Opportunity StageRequired
- Tags
- Amount Currency
- Amount Value
- Close Date
- Probability
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
Account Created
Triggers when a new Account is created.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Instant
Try It
Prospect Created
Triggers when a new prospect is created in Upscale.
Trigger
Instant
Try It
Prospect Unsubscribed
Triggers when a prospect unsubscribes from email communication.
Trigger
Instant
Try It
- Update ByRequired
- NameRequired
- Account Domain
- Tags
- Prospect Emails
Action
Write
- Prospect EmailRequired
- First Name
- Last Name
- Personal Email
- Work Phone
- Personal Phone
- Country
- Organisation
- Job Title
- LinkedIn URL
- Website URL
- Prospect StageRequired
- TimeZone (IANA)
- Tags
Action
Write

About Upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

Related categories

Sales & CRM

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

Similar apps

Related Zap Templates

Add new or updated Zoho CRM contacts as Upscale prospects

Related Zap Templates

Add new or updated Zoho CRM contacts as Upscale prospects

Upscale + Zoho CRM

Add new or updated Zoho CRM leads as Upscale prospects

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Account Updated

Opportunity Updated

Prospect Opted Out

Prospect Updated

Save Opportunity

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Account Created

Opportunity Created

Prospect Created

Prospect Unsubscribed

Save Account

Save Prospect

About Upscale

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

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