Connect Thoughtly and upilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thoughtly
Choose an Action
Automatically do this!
- Request a new Action for upilot
Enable Integrations or automations with these events of Thoughtly and upilot
Enable Integrations or automations with these events of Thoughtly and upilot
Actions
Search User Details
Search user details by email id.
Create Contact
Create new contact.
Delete Contact
Delete an contact.
Call Contact
Call a contact
Search Calls
Search calls.
Search Contacts
Search contacts by phone number.
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Frequently Asked Questions
To start, connect both your Thoughtly and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Thoughtly triggers actions in upilot (or vice versa).
Absolutely. You can customize how Thoughtly data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.
The data sync between Thoughtly and upilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Thoughtly and upilot. 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.
About Thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
Learn MoreAbout upilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
Learn More
