Connect Signupgenius and upsales to Build Intelligent Automations

Choose a Trigger

Signupgenius

When this happens...

Choose an Action

upsales

Automatically do this!

Enable Integrations or automations with these events of Signupgenius and upsales

Enable Integrations or automations with these events of Signupgenius and upsales

Actions

Create Group Member

Create Group Member

Create a group member.

List Group

List Group

List all Groups.

List Active Signups

List Active Signups

List all Active Signups.

List All Signups

List All Signups

List All Signups

List Expired Signups

List Expired Signups

List all Expired Signups

List Active Invited Signups

List Active Invited Signups

List Active Invited Signups

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Frequently Asked Questions

How do I start an integration between Signupgenius and upsales?

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

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

Absolutely. You can customize how Signupgenius 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 Signupgenius and upsales?

The data sync between Signupgenius 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 Signupgenius 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 Signupgenius and upsales?

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

Signupgenius

About Signupgenius

SignUpGenius is an organizational tool that takes away the hassle of coordinating groups so your organization can focus on its impact on your community.

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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.

Learn More