Connect Plecto and upsales to Build Intelligent Automations

Choose a Trigger

Plecto

When this happens...

Choose an Action

upsales

Automatically do this!

Enable Integrations or automations with these events of Plecto and upsales

Enable Integrations or automations with these events of Plecto and upsales

Actions

Create a New Registration

Create a New Registration

Creates New Registration in Plecto.

Delete API Registration

Delete API Registration

Delete a API Registration.

Add Employee

Add Employee

Add a new employee to the plecto

Request a new Action for Plecto

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Frequently Asked Questions

How do I start an integration between Plecto and upsales?

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

Can we customize how data from Plecto is recorded in upsales?

Absolutely. You can customize how Plecto 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 Plecto and upsales?

The data sync between Plecto 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 Plecto 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 Plecto and upsales?

Yes, you can set conditional logic to control the flow of data between Plecto 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.

Plecto

About Plecto

Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.

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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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