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 Integrations
It's easy to connect Company Hub + UPilot without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggers when a contact is created.
Triggers when a new deal is created
Triggers when a new quote is created
Triggers when a new record is created.
Triggers when a new salesorder is created
Triggers when a new task is created.
Triggers when a existing record is updated.
Creates a new Company.
Creates a new contact.
Creates a new deal.
Creates a new record in custom table.
Updates an existing record.