Connect Leadinfo and Upsales to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Leadinfo and Upsales together. Build enterprise-grade automation in minutes.

Our most popular template

Create Upsales companies from new Leadinfo triggers
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Leadinfo + Upsales

Create Upsales companies from new Leadinfo triggers

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Leadinfo + Upsales

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Leadinfo with Upsales - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Bot" from Leadinfo.

Add your action

An action happens after the trigger—such as "Create Appointment" in Upsales.

You’re connected!

Zapier seamlessly connects Leadinfo and Upsales, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Leadbot
  Required
- Component
  Required
Trigger
Instant
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Share
Triggers when a company is manually shared in the Inbox
Trigger
Instant
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Trigger
Triggers when a configured trigger inside Leadinfo is matched
Trigger
Instant
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New Activity
Triggers when an activity is created.
Trigger
Polling
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New Company
Triggers when a company is created.
Trigger
Polling
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New Opportunity
Triggers when an opportunity is created.
Trigger
Polling
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New Segment
Triggers when a segment is created.
Trigger
Polling
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- Name
  Required
- AccountManager
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write
New Form Submit
Submits data into a selected Upsales form.
Action
Write
- Id
  Required
- Name
- User ID
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- AccountManager
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Search or write

Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Trigger
Instant
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Sharing a Contact
Triggers when a Contact is shared with Zapier
Trigger
Instant
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Trigger Contact
Triggers when a Contact is shared with Zapier via a Trigger
Trigger
Instant
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New Appointment
Triggers when an appointment is created.
Trigger
Polling
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New Contact
Triggers when contact added to segment.
Trigger
Polling
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New Order
Triggers when an order is created.
Trigger
Polling
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- Description
  Required
- StartDate
  Required
- EndDate
  Required
- User
  Required
- ActivityType
  Required
- ContactIds
Action
Write
- Name
  Required
- Phone
- CellPhone
- Email
- Title
- ClientId
  Required
Action
Write
- MeetingId
  Required
- Description
  Required
- StartDate
  Required
- EndDate
  Required
- User
  Required
- ActivityType
  Required
Action
Write
- Id
  Required
- Name
- Phone
- CellPhone
- Email
- Title
- ClientId
Action
Write
- Email
  Required
Action
Search

For AI agents & developers

Use Leadinfo and Upsales with AI agents and code

Beyond Zap workflows. Call Leadinfo and Upsales actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Leadinfo and Upsales actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Appointment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Leadinfo and Upsales actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* leadinfo / upsales action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Leadinfo and Upsales to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Leadinfo to Upsales integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Leadinfo

Identify B2B website visitors, simple and realtime. Free 14-day trial and no credit card required. Inbox with no complicated statistics, view your visitors as you view your e-mail.

Learn moreLearn moreHelpHelp

Related categories

Marketing

About Upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Leadinfo and Upsales to power AI-driven automation

Launch your first automated workflow

Create Upsales companies from new Leadinfo triggers

Create Upsales companies from new Leadinfo triggers

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Leadinfo and Upsales with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Leadinfo and Upsales to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Leadinfo to Upsales on the world's largest no-code automation platform