Company Hub + UPilot Integrations
Integrate Company Hub with UPilot to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Company Hub to UPilot integration helps boost your business’ efficiency.
20 Million work hours saved
Award Winning App Integration Platform
CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.
UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.
UPilot IntegrationsIt's easy to connect Company Hub + UPilot without coding knowledge. Start creating your own business flow.
- Triggers
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New CompanyTriggers when a new company is created.
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New ContactTriggers when a contact is created.
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New DealTriggers when a new deal is created
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New QuoteTriggers when a new quote is created
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New RecordTriggers when a new record is created.
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New Sales OrderTriggers when a new salesorder is created
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New TaskTriggers when a new task is created.
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Record UpdatedTriggers when a existing record is updated.
- Actions
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Create CompanyCreates a new Company.
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Create ContactCreates a new contact.
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Create DealCreates a new deal.
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Create RecordCreates a new record in custom table.
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Update RecordUpdates an existing record.
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