![]() ![]() New to Zapier? It's a tool that helps anyone connect apps and automate workflows-without any complicated code. Or log in and build a custom workflow with UPilot and Zapier. Try some pre-made UPilot integrations, and learn more about how UPilot works with Zapier. Sign up for a UPilot account, and make sure you have a Zapier account. To connect UPilot with 1,000+ other apps, including Google Calendar, MailChimp, and Asana, head to UPilot’s Zapier integration page. Zapier can automatically trigger workflows in any of your other apps whenever a new deal, task, person, or company is added in UPilot, or when a deal is updated. Plus, you can receive automatically-generated analytics reports and drill down into raw data for an in-depth look at your key performance indicators (KPIs).Īnd now UPilot connects with Zapier, which makes it easier than ever for you to automate your customer account management. ![]() UPilot also provides you with real-time sales and revenue forecasting, as well as holistic sales pipeline visualizations. Control and customize which emails are stored, who has access to data, and who reports to whom. UPilot automatically updates accounts with incoming and outgoing emails to create a comprehensive view of past contacts and deals. Track proposals, follow up on leads, and review real-time analytics, all in one centralized dashboard. UPilot is an account-based customer relationship management (CRM) platform that allows you to view workflows, automate data management, and generate financial forecasts. ![]()
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December 2022
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