Connect SMTP and upsales to Build Intelligent Automations

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SMTP

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upsales

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Frequently Asked Questions

How do I start an integration between SMTP and upsales?

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

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

Absolutely. You can customize how SMTP 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 SMTP and upsales?

The data sync between SMTP 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 SMTP 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 SMTP and upsales?

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

SMTP

About SMTP

SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.

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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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