IntegrationsInsighto.aiupsales
Insighto.ai + upsales

Connect Insighto.ai and upsales to Build Intelligent Automations

Choose a Trigger

Insighto.ai

When this happens...

Choose an Action

upsales

Automatically do this!

Enable Integrations or automations with these events of Insighto.ai and upsales

Enable Integrations or automations with these events of Insighto.ai and upsales

Triggers

New Contact

New Contact

Triggers when a new contact is created.

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Actions

Create Contact

Create Contact

Creates a Contact in the system.

Add Text Blob Into Data Source

Add Text Blob Into Data Source

Adds a text blob into an existing Data Source.

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Frequently Asked Questions

How do I start an integration between Insighto.ai and upsales?

To start, connect both your Insighto.ai and upsales accounts to viaSocket. Once connected, you can set up a workflow where an event in Insighto.ai triggers actions in upsales (or vice versa).

Can we customize how data from Insighto.ai is recorded in upsales?

Absolutely. You can customize how Insighto.ai data is recorded in upsales. This includes choosing which data fields go into which fields of upsales, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Insighto.ai and upsales?

The data sync between Insighto.ai and upsales typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Insighto.ai to upsales?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Insighto.ai and upsales?

Yes, you can set conditional logic to control the flow of data between Insighto.ai and upsales. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Insighto.ai

About Insighto.ai

Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows

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upsales

About upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

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