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. |
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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 Upsales 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, create your account on Upsales.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Upsales and Make
To get started, you must first create a connection between Upsales and Make, 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 Make
Log in in your Make account, add the Upsales module to your scenario, 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 Connect an applicationConnect an application. page.
Upsales modules
After connecting to the Upsales app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Upsales resources
You can have access to more resources related to this app on the following links :