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Upsales

J
Written by Johan Åkerman

Introduction

Connect Upsales to Sana to look up and update companies, contacts, opportunities, and orders. Review your pipeline, log activities, and keep your CRM data up-to-date with context from your connected apps.

In summary, the connector has the following key characteristics:

  • Category: Sales

  • Connector type: Real-time

  • Auth type: API keys

  • Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List companies

Create companies

Update companies

List contacts

Create contacts

Update contacts

List opportunities

Create opportunities

Update opportunities

List orders

Create orders

Manage appointments

List activities

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Upsales. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create appointment

Create company

Create contact

Create opportunity

Create order

Create stage

Create user

Deactivate user

Get activity

Get activity list

Get appointment list

Get company

Get company list

Get contact

Get contact list

Get nps

Get nps list

Get opportunity

Get opportunity list

Get order

Get order list

Get phone call list

Get product

Get product list

Get stage

Get stage list

Get user

Get user list

Update appointment

Update company

Update contact

Update opportunity

Update order

Update stage

Scope and permissions

This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Upsales when generating the key.

Set up instructions

Prerequisites:

  • Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.

Step 1: Go to the integrations page in Sana

In Sana, click on ... More in the sidebar, then select Integrations

Step 2: Find Upsales in the list of available integrations

Scroll to the Available integrations section and locate Upsales.

Step 3: Connect the integration

Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.

Step 4: Provide your Upsales credentials

You'll be asked to paste the credentials for Upsales so Sana can store them securely and use them to call the connector's APIs on your behalf.

Step 5: Complete the set up

You've successfully connected your Upsales account. Click Continue to complete the setup and start using the connector.

Known limitations

  • Search: This connector lists records but does not yet support free-text or filtered search — narrow down by listing and inspecting results.

  • Deletion: Records cannot be deleted through this connector.

  • Custom fields: Reading and writing arbitrary custom fields is limited.

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