CRM and Sales tools
UpLead by Codex Solutions International
15 min
uplead is a b2b data platform offering real time, verified contact and company information for lead generation and enrichment integrating with make com enables users to automate prospecting, data enrichment, and outreach workflows using accurate, up to date business data this is ai generated content based on official uplead documentation the content may still contain errors—please verify important information if you have questions, contact https //www uplead com/contact us/ directly how to get support on uplead uplead is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=uplead\&app slug=uplead community\&app unique id=uplead gwm4np requirements to use the uplead app in make, you must have an active account and an api key, https //www uplead com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/uplead community/ click the install button follow the on screen instructions to complete the setup connect uplead and {{product name}} to get started, you must first create a connection between uplead and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to retrieve your api key from your account settings login to your uplead account using your credentials navigate to your account settings locate your api key in the account settings section copy your api key and keep it secure some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=uplead\&app slug=uplead community\&app unique id=uplead gwm4np create the connection in {{product name}} https //www make com/en/register , add the uplead module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your uplead or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page uplead modules after connecting to the uplead app, you can choose from a list of available modules to build your {{scenario plural lowercase}} combined search (person + company) finds detailed information about a person and their associated company using their email address create a list creates a brand new contact list in your uplead account, allowing you to organize and manage your leads more efficiently delete a list removes a specific list from your uplead account using its unique id, permanently deleting that list and all its contents find company by domain the company api allows you to easily find detailed information about a business by entering either its domain name or company name find contact by email the person api module allows you to search for and retrieve detailed information about a specific individual make an api call perform a custom api call to interact directly with the selected service, allowing you to access specific endpoints and functions that may not be available in the standard modules retrieve a list fetches a paginated list of all available lists, with the option to filter the results by a specific name if you’re looking for something in particular search credits the "search credits" module allows you to look up and retrieve information about specific credits, helping you quickly find the details you need search person / company searches for a person and their associated company at the same time using an email address provides detailed information about both the individual and the company search prospector this module helps you search for contacts and their email addresses linked to a specific company by using filters such as domain, job title, job function, management level, and location templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} uplead resources you can have access to more resources related to this app on the following links https //www uplead com/ https //docs uplead com/#combined api https //www make com/en/integrations/uplead community