UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.
EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.EngageBay Integrations
It's easy to connect UPilot + EngageBay without coding knowledge. Start creating your own business flow.
Trigger when new company created.
Trigger when new contact created.
Trigger when a contact added to the specified list.
Trigger when new deal created.
Triggered every time a new form submission occurs.
Trigger when new product created.
Trigger when new task crreated.
Trigger when new ticket created.
Trigger when any company updated.
Trigger when any contact updated.
Trigger when any deal updated
Trigger when any task updated.
Adds a contact to a form in your account.
Adds a contact to a sequence.
Adds a new tag to a contact. A tag is a label for the identification of a contact.
Creates a new contact.
Creates a new deal.
Updates the contact based on the email address. Creates a new contact if one is not found.
Remove tag from a contact. A tag is a label for the identification of a contact.