Upsales

integration.upsales.com
Help desk Productivity Analytics CRM Business management

Upsales is a CRM platform designed to manage sales execution end-to-end—tracking companies, contacts, opportunities, orders, appointments, and activity history in a structured workflow. Teams rely on Upsales to keep deal information organized, stages consistent, and next steps actionable. With strong CRM data models for sales stages and commercial operations, it supports ongoing updates so your pipeline stays accurate as leads move through your process.

Upsales becomes a reliable source of truth when BOBs can read and update the right CRM objects at the right time. BOBs can enrich contacts and companies, ensure records aren’t missing, and keep pipeline movement accurate by updating stages, opportunities, and orders to match what’s happening in your business. This reduces manual CRM maintenance and helps teams spend more time on selling instead of chasing data.

BOBs can also continuously maintain appointment and activity context—so your schedules and follow-ups stay aligned with the customer journey. Common use cases include automated CRM hygiene (fill gaps and prevent duplicates), pipeline synchronization (move deals and orders through the correct stage), and operational updates (keep appointment details current), all while using Upsales data to inform subsequent actions across your connected tools.

What can BOBs do with Upsales?

Perform actions

  • 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
  • List Activity ID Options
  • List Activity Type ID Options
  • List Company ID Options
  • List Contact ID Options
  • List NPS ID Options
  • List Opportunity ID Options
  • List Order ID Options
  • List Product ID Options
  • List Stage ID Options
  • List User ID Options
  • Update Appointment
  • Update Company
  • Update Contact
  • Update Opportunity
  • Update Order
  • Update Stage
  • Upload Document