Integrations

How Can I Control What Data Is Sent to Integrated Apps?

With the UPilot-Zapier integration, you can integrate your UPilot account with 100s of other apps, including MailChimp, Office 365, Google Sheets, Google Contacts, Google Calendar etc. From within UPilot, you can also choose exactly what data is sent out to Zapier with the various zaps you have set up. By default, all the data visible to you in UPilot will be sent to the Integrated App(s). However, if you don’t want to send all the visible data to the Integrated […]

How Can I Sync My UPilot CRM Contacts with Mailchimp?

Looking to send out targeted Mailchimp bulk marketing campaigns to your UPilot contacts? You can set up an integration between UPilot and Mailchimp such that each new person added as a contact in to UPilot will be automatically added in your specified list in Mailchimp as well ready for your email marketing campaigns to be sent out.  Follow the steps below to sync UPilot contacts with Mailchimp using Zapier: Open Zapier (You may need to create an account if you don’t already […]

How to Sync Contacts in UPilot with Contacts in Gmail?

With the UPilot – Zapier integration, you will be able to sync the contacts created in UPilot directly with your Google Contacts. All new contacts created in UPilot will be automatically added in your Google Contacts as well within moments. These contacts would be available for use in your Gmail as well as on your phone. To set up the sync with Google Contacts: Open Zapier (You may need to create an account if you don’t already have one). Click […]

How To Sync UPilot CRM Tasks With Exchange (Office 365) Calendar

With the UPilot Zapier, integration, you will be able to sync the tasks created in UPilot directly with your Exchange calendar. The UPilot task will create an event in your calendar within moments of it being created in UPilot. To set up the sync with Calendar: Open Zapier (You may need to create an account if you don’t already have one) Click on ‘Make a Zap‘ located at the top right In Step 1 (Trigger): Select UPilot as the ‘app’ […]

How To Sync UPilot CRM Tasks With Google Calendar

With the UPilot Zapier, integration, you will be able to sync the tasks created in UPilot directly with your Google Calendar. The UPilot task will create an event in your Google calendar within moments of it being created in UPilot. To set up the sync with Google Calendar: Open Zapier (You may need to create an account if you don’t already have one) Click on ‘Make a Zap’ located at the top right In Step 1 (Trigger): Select UPilot as […]