Help Center
Go to Upflowy
Help Center
Go to Upflowy
Getting Started
Upflowy 101: How to use Upflowy in 5 minutes
Building a Flow
How to set up a logic split in UpflowyHow to set up an A/B test in UpflowyHow to create nested flowsChanging between desktop and mobile viewsHow to make your flow's redirect URL open in a new tab (for embedded flows)How to use the UTM Parameters in Conditional LogicHow to inject custom parameters into your flowHow to redirect your Upflowy flow to a custom error pageHow to add parameters from your flow to your redirect URLHow to proceed to the next step automatically
Steps and Components
How Components WorkHow to add a default value to your Input componentHow to include hidden fields in your Upflowy flowText, Sub-Heading, and Heading, components: What they do and how to use them.How to add a hidden Input to your flowThe Image component: What it does and how to use itThe Spacer Component: What it does and how to use itThe Input Component: What it does and how to use itThe Multiple Choice Component: What it does and how to use itThe Dropdown component: What it does and how to use itThe Link component: What it does and how to use itThe Content Cards component: What it does and how to use itHow to recall data from previous steps in your flowHow to use the Cards component as a buttonHow to remove borders and background from the card component using CSSThe Nested Dropdowns component: What it does and how to use itThe Upload Documents Component: What it does and how to use itThe Button Component: What it does and how to use itThe Video Component: What it does and how to use it
Find Extra Components (Or Request One!)
Styling, Design and Brand Kits
Theme Settings: What they doHow to upload a custom loading gif into your Upflowy flowHow to use LayoutsHow to change the style of flow elements using CSSHow to add effects and animation to your flowHow to optimize your Upflowy experience for mobile How to customize your flow with custom CSS
Connect & Integrate your data
API and Webhook Documentation
How to Use Webhooks (Upflowy API)Upflowy API Documentation (Sending data to your back-end)How to pre-fill parameters when using a Page Load triggerHow to display data from a third-party data sourceSend upflowy data to a CRM using Zapier
Analytics and Reporting
Collaboration
Documents
Email Marketing
Productivity
Scheduling
Advanced connevtions - Deprecated
How to share, embed and trigger your flow
How to share your flow starting from a specific step
Share your flow as a URL
Embed your flow on a webpage
Triggering your flow
Checking your results
Answers PageDownload your data as a CSV
Settings / My Account
Adding a coupon codeHow to Add, Edit and Delete a User in Upflowy
Frequently Asked Questions
Security and DataFeatures and FunctionalitiesHow to make a quiz in Upflowy
Release Updates
Release 22.2.8 - Pre-populating fields, Hidden Inputs, Bug Fixes

Send upflowy data to a CRM using Zapier

How to send Upflowy data to your CRM using Zapier, a third-party integration tool.

In order to integrate your upflowy flow with Zapier, it's recommended that you have a flow that is ready to be published with all input IDs correctly named.

When you log in to Zapier, you'll see the below prompt asking you what two platforms you would like to connec to:

Ensure that the prompt on the left is "Webhooks by Zapier", and the prompt on the right is your CRM of choice.

When you select your preferred platform, a second line will appear that prompts to you enter what action you would like upon data being submitted through the upflowy form. For example, the one below shows that on receiving data, the ActiveCampaign CRM will update with the details submitted through upflowy's flow:

Once you are happy with your command, click on "Try It". You will then see the below page:

Copy the custom webhook URL that Zapier generated:

Take this custom webhook URL, and return to your upflowy flow. Click on the "Send Data" tab in the left-hand toolbox, and all of the steps should appear:

Open up the steps, and paste in the webhook URL into your first step:

Save each step. The exclamation logo in the corner should change to a tick, and the warning message should disappear:

Copy-paste the same URL into any other steps with data that you would like to integrate.

Now, in Zapier you will see that the next step is "Test Trigger":

To do this, go to the preview of your upflowy flow, and enter in information for each step. This is to send test data to Zapier:

Once complete, go back to Zapier and click "Test trigger". If the webhooks are set up correctly, the following page should appear:

Press continue. Next, you'll have to give permission for Zapier to access your CRM.

Once your details are confirmed, you will be able to press "Continue":

Now, you'll be able to ensure that the data submitted through upflowy goes to the right place.

To do this, simply click on each input. A list of information submitted through the test trigger will appear. Click on the piece of information that you want to be saved in each field: e.g. click "User ID" for the ID column and "First Name" for the Name column. This ensures that the data send through upflowy saves in the correct order:

Once you have mapped out the information adequately, Zapier will send a test to your CRM to ensure that you have set up your information correctly. If set up correctly, they will also confirm that the data sending was successful:

...and now, you're good to go! Turn on the Zap and enjoy sending your data straight to your CRM!

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