CRM and Sales tools
UpLead by Codex Solutions International
15 min
uplead is a b2b lead generation platform offering real time verified contact data and advanced search tools for sales teams integrating with make com enables automated, accurate lead sourcing and enrichment directly within users’ sales and marketing workflows 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 uplead support 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, create your account on uplead app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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}} log in in your make account , 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 connect an application 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) searches for detailed information about a person and their associated company using the provided 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 permanently removes a specific list from your uplead account using its unique id find company by domain the company api module allows you to search for detailed company information using either a company's domain name or its business name find contact by email the person api module allows you to search for and retrieve detailed information about a specific person make an api call execute a custom api request to interact directly with the selected service, allowing you to access or send specific data that may not be covered by the standard modules retrieve a list fetches a paginated list of all available lists, with the option to filter the results by list name for easier searching search credits search credits this module lets you find and retrieve information about available credits in your account, helping you keep track of your remaining balance for various services search person / company searches for a person and their associated company using an email address, and 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 particular company by using filters such as the company’s domain, job title, job function, management level, and location templates you can look for more templates in make's template gallery , 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 uplead website uplead api documentation uplead page on make