Zapier <> Upscale

Setting up Zapier Integration and Zaps
Written by Upscale Team
Updated 3 years ago

Zapier lets you connect Upscale to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.

Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in another app, where your data gets sent automatically. 

With a fully compatible Zapier integration, Upscale ensures all data regarding prospects are automatically updated across both platforms. If you take action on Upscale, Zapier applies automatically. All changes made on Zapier are updated on Upscale as well. It ensures your data is always up-to-date. 

How do I connect Upscale to Zapier?

  • Log in to your Zapier account or create a new account.
  • Go to My Apps in the left menu bar.
  • Now click on Add Connection and search for Upscale
  • Use your API key and secret to connect your Upscale account to Zapier. To locate your API Key in your Upscale account, please follow these steps:
    • Log into your Upscale account.
    • Navigate to Settings > Plugins > Tools.
    • Click on API Keys.
    • Copy the API Key and API Secret to your clipboard
    • Paste your key back into your Zapier account
    • Click on Continue.
    • If all steps were successful, your Upscale account will now be successfully connected.
  • Once that's done you can start creating an automation! To help you hit the ground running, here are some popular pre-made Zaps that you can use. You can also create your own Zaps with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup. 
  • Need inspiration? See everything that's possible with Upscale and Zapier

Related articles

  1. Best Practices to configure Zapier
  2. [Sample Zap] Add new Apollo contacts as Upscale prospects
  3. [Sample Zap] Enrich new Upscale prospects with Lusha
  4. [Sample Zap] Get Slack notifications when prospects reach certain stages on Upscale
  5. Troubleshooting Zapier

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