Connect yoplanning and upsales to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your yoplanning and upsales accounts to viaSocket. Once connected, you can set up a workflow where an event in yoplanning triggers actions in upsales (or vice versa).
Absolutely. You can customize how yoplanning 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.
The data sync between yoplanning and upsales 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 yoplanning 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.
About yoplanning
Yoplanning is a schedule and booking system which helps hundreds of team to organise their activities and sell them.
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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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