At a glance
Overview
- 1 Open Advance Tools → Integration (Integrations hub). Connect WhatsApp first if you will use Google Forms templates or commerce messaging.
- 2 Choose Google Sheets, Google Forms, WooCommerce, Shopify, Zoho Commerce, Sender, Mailchimp, or Google Calendar. SendGrid and Outlook/Apple Calendar cards are Coming soon only.
- 3 Complete that connector’s fields (IDs, mapping, store URL/token, Sender API token, or Mailchimp API key) and save.
- 4 Finish external setup: Google Apps Script triggers for Sheets/Forms, WooCommerce plugin / Shopify app for commerce, map Sender event groups/custom events, or map Mailchimp event tags for Customer Journeys.
- 5 Send a test row, form submit, store event, or contact sync and confirm contacts, messages, or email subscribers behave as expected.
Step by step
Connect a platform
Open the Integrations hub, pick a card, then follow that connector’s steps.
Google Sheets
Sync contacts when sheet rows are added or updated. Does not send WhatsApp templates by itself. Plan: integrations.
- 1 Click Connect on Google Sheets (Connect Google Sheet).
- 2 Enter Spreadsheet ID, Sheet Tab Name, optional Spreadsheet Name and Target Group.
- 3 Map columns to Name, Phone Number (required), Notes, DOB, Anniversary, and/or custom fields.
- 4 Save, then open View Script, paste into Google Apps Script for that spreadsheet, and run the setup trigger once (as shown in the script comments).
- 5 New or edited rows create/update contacts (and optional group). Manage from Your Google Sheets Integrations (Edit / View Script / Delete, Active/Inactive).
Google Forms
On form submit: create/update a contact and send an Approved WhatsApp template. Needs connected WhatsApp. Plan: integrations.
- 1 Click Connect on Google Forms (Connect Google Form).
- 2 Enter Form ID or URL, Phone Number Field Name, optional Form Name and Assign to Group.
- 3 Pick an Approved WhatsApp Template. Map contact fields and template variables (static or form field); upload media/carousel media if the template needs it.
- 4 Save, open View Script, paste into the Form’s Apps Script editor, and set a trigger that runs when the form is submitted.
- 5 Submit a test response, then confirm the contact and template send. Manage under Your Google Forms Integrations.
WooCommerce
Orders, carts, customers — chatbot checkout options. Needs Integrations and the WooCommerce Integration unlock on your plan. One Woo store per account.
- 1 Click Connect on WooCommerce (Connect WooCommerce). If a store already exists, you are taken to Edit.
- 2 Set Store label, Store URL, Chatbot checkout mode (Woo checkout / UpScaleUp payment / COD), Abandoned cart minutes (5–1440), and optional group.
- 3 For UpScaleUp payment or COD modes, add Woo REST Consumer key and secret with Read/Write access.
- 4 After save, copy the Store token (shown once), Download WordPress plugin (ZIP), install it, paste the token in WP UpScaleUp.io settings, and use Test connection.
- 5 Map templates and variables in the WordPress plugin Mapping tab (not on the UpScaleUp form). Plugin events cover customer signup, COD orders, paid orders, cancelled orders, and abandoned carts. Chatbot Show Products can use this store.
Shopify
Same commerce bridge for Shopify stores and chatbot checkout. Needs Integrations and the Shopify Integration unlock on your plan. One Shopify store per account.
- 1 Click Connect on Shopify (Connect Shopify).
- 2 Set Store label, Shop domain (*.myshopify.com without https), checkout mode (Shopify checkout / UpScaleUp payment / COD), Abandoned checkout minutes, and optional group.
- 3 Save and copy the Store token. Use it with the UpScaleUp.io Shopify app when published, or test with the commerce API using the store token shown after you connect.
- 4 On Edit, map WhatsApp templates per Shopify event (placed, paid, shipped, delivery, refund, abandoned checkout, and more). Save again after adding app scopes so webhooks re-sync.
- 5 On Edit you can toggle Active, regenerate the token, or delete the connection. Event types mirror the WooCommerce bridge.
Zoho Commerce
Connect a Zoho Commerce store with Connect with Zoho (UpScaleUp.io OAuth app). Needs Integrations and the Zoho Commerce Integration unlock. One Zoho store per account.
- 1 Click Connect on Zoho Commerce. Pick your Zoho data center (India is usually India / zoho.in).
- 2 Click Connect with Zoho, sign in, and approve access. If the account has more than one store, pick the store to connect.
- 3 Use Test connection on Edit to confirm catalog access. Saving Edit registers Zoho order webhooks (HTTPS required; use ngrok locally). The store token shown once is optional — only for custom commerce API posts, not for order WhatsApp.
- 4 On Edit, map WhatsApp templates per event and optional quick-reply chatbot triggers (same as Shopify). Chatbot Products nodes load this catalog. Abandoned checkout reminders are for WhatsApp chatbot carts only. In-chat COD and Razorpay checkout create Zoho sales orders. Use Reconnect with Zoho if you revoke access or if paid in-chat orders fail to mark as paid.
Sender
Sync contacts with email to Sender groups and trigger Sender automations from commerce, forms, and contact events. Needs Integrations and the Sender Integration unlock. One Sender connection per account.
- 1 In Sender, create an API access token (Settings → API access tokens, Forever).
- 2 Click Connect on Sender, paste the token, and save. UpScaleUp verifies the token and optionally registers unsubscribe/bounce webhooks.
- 3 On Edit, pick the default Sender group, optional UpScaleUp group filters, and toggles for sync on create/update.
- 4 Map events (orders, abandoned cart, form submit, contact created) to Sender groups and/or Custom Event names created in Sender Automations.
- 5 Click Sync contacts now for a bulk push (automations off). Live events use trigger_automation / custom events so Sender workflows run.
Mailchimp
Sync contacts with email to a Mailchimp Audience and trigger Customer Journeys by applying tags from commerce, forms, and contact events. Needs Integrations and the Mailchimp Integration unlock. One Mailchimp connection per account.
- 1 In Mailchimp, create an API key (Account → Extras → API keys). Keys look like xxxx-us19; the suffix is your datacenter.
- 2 Click Connect on Mailchimp, paste the API key, and save. UpScaleUp verifies with GET /lists and optionally registers list webhooks for unsubscribe/cleaned.
- 3 On Edit, pick the default Audience, optional UpScaleUp group filters, double opt-in, and toggles for sync on create/update.
- 4 Map events (orders, abandoned cart, form submit, contact created) to Mailchimp tag names. Use the same tags as journey triggers in Mailchimp.
- 5 Click Sync contacts now for a bulk push (tags are never applied on bulk). Live events upsert the member then POST the mapped tag as active.
Google Calendar
Connect Google Calendar with OAuth so bookings and CRM contact reminders sync to your calendar. Needs Integrations and the Google Calendar Integration unlock. One connection per account.
- 1 In Google Cloud, enable Google Calendar API and create a Web OAuth client with the redirect URI …/integrations/google-calendar/callback.
- 2 Click Connect on Google Calendar and authorize with Google (offline access so UpScaleUp can refresh tokens).
- 3 On Edit, pick the target calendar and toggles for bookings, pending bookings, and contact reminders.
- 4 New/updated bookings and reminders create or update Google events; cancel/reject/complete-delete removes them from the calendar link (and deletes the Google event).
Tips
- Wrong field mapping is the #1 Sheets/Forms issue — verify with one test row or submission.
- Reconnect or regenerate tokens if you rotate API keys, change store domains, or leak a store token. Zoho Commerce order WhatsApp uses Connect with Zoho, not the store token.
- Forms only list Approved templates — finish Message templates first if the picker is empty.
- WooCommerce abandoned-cart timing syncs when you Test connection from WordPress after changing minutes in UpScaleUp.
- Email Marketing (SendGrid) and Outlook/Apple Calendar appear as Coming soon on the hub only.