Upsales by #makeitfuture.

upsales is an ai powered sales and marketing platform that streamlines lead generation, pipeline management, and revenue analytics integrating it with make com enables automated workflows, enhancing sales efficiency and data driven decision making for businesses this is ai generated content based on official upsales documentation the content may still contain errors—please verify important information if you have questions, contact https //www upsales com/ directly how to get support on upsales upsales 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=upsales\&app slug=upsales\&app unique id=upsales rct99t requirements to use the upsales app in make, you must have an active upsales account and an api key, https //www upsales 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/upsales/ click the install button follow the on screen instructions to complete the setup connect upsales and {{product name}} to get started, you must first create a connection between upsales and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to create and retrieve your api key from the platform login to your platform using your credentials navigate to the settings section select the api keys option click on the button to create a new api key enter a name or description for the new api key if prompted save or confirm to generate the api key copy and securely store the generated api key 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=upsales\&app slug=upsales\&app unique id=upsales rct99t create the connection in {{product name}} https //www make com/en/register , add the upsales 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 upsales 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 upsales modules after connecting to the upsales app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get activity retrieve activity this module allows you to fetch detailed information about a specific activity from your connected app, helping you keep track of important events or actions get activity list retrieve a detailed list of activities, allowing you to view and manage all recent actions within your account get appointment retrieve appointment details this module allows you to fetch detailed information about a specific appointment from your connected service get appointment list retrieve a detailed list of all scheduled appointments get company retrieve detailed information about a specific company get company list retrieve a list of companies from your connected account, allowing you to view and work with company details in your scenarios get contact retrieve contact this module allows you to fetch detailed information about a specific contact from your connected app or service get contact list retrieve a list of contacts from your account, allowing you to view and manage all the contacts stored in your system get email retrieve email this module allows you to fetch specific emails from your mailbox, so you can process or use their content in your automated workflows get email list retrieve emails from your inbox, allowing you to access and process incoming messages get user retrieve user information this module allows you to fetch detailed information about a specific user, such as their profile data and account details get user list retrieve a list of users from your account, allowing you to view details about each user 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}} upsales resources you can have access to more resources related to this app on the following links https //community make com/search?q=upsales https //www upsales com/ https //support upsales com/hc/en us https //api upsales com/ https //www make com/en/integrations/upsales