Call from Upsales via 3Växel
Phone calls is something we take for granted, but with the integration between Upsales and 3Växel we’ve taken it to the next level. Track everything in your sales process from the first call to the won deal.
Installing the app as an Upsales administrator
To enable your team to use the integration between 3Växel and Upsales you first need to activate the app for your Upsales account.
- Go to Settings (the gear in the right corner)
- App directory, and find the app 3Växel.
- Click Activate.
- When the app is activated, you need to add your 3Växel domain in the app settings, "sam.se" as our example show below.
- Find your domain by opening your 3Växel software and click Settings.
- Your domain will be displayed after your username.
Each user then has to activate and add their 3Växel login credentials themselves (explained below).
Installing the app as a user
To enable the integration between 3Växel and Upsales you need to activate the app.
- Go to Settings (the gear icon in the top right corner of Upsales)
- Find the app 3Växel under My Profile.
- Click Activate.
- When the app is activated, you need to add your 3Växel username and API-key.
You need to get hold of your 3Växel user ID and add that to your settings. You find the user ID by opening your softphone and click settings. Add everything before "@youdomain" in Upsales.
You need to create an API key (Swedish: Biljett in 3Växel) to enable the integration. To create an API key, start by opening your softphone and click tools and my page.
When your browser is open, and you are under "My page" in 3Växel go to Token (Swedish: Biljetter), create a new token and add rights to control phone calls (Swedish: Samtalsstyrning), press Create token (Swedish: Skapa biljett).
Click on the token you just created and add the token to Upsales.
Remember to save the app settings in Upsales, and you are ready to start using the app. (All users need to create their own unique token).
Open Upsales when you get a phone call
If you want to be prepared in every phone call we can help you open Upsales when someone is calling you. Upsales will search in your account by the incoming phone number and open the contact card if we get a match. If this is interesting follow these steps.
1. Open 3Växel softphone
2. Press on 3Växel and settings
3. Choose Advanced and then Configure external applications (press on External...)
4. Press on the plus sign "+"
5. Give the application a name, i.e., Upsales
6. Mark checkbox Autostart
7. Add https://power.upsales.com/#/who-called/$CALLINGNUMBER to field start-URI
8. Press OK in all three windows.
Take full advantage of our integration with 3Växel
When your team has installed the integration we think our addon Upsales TV is a great way to motivate and visualize the team progress against your meeting goals. Combine how many dials each member has done today or this week with how many meetings they have booked and show this in real-time on a TV at your Office.
Take full advantage of your phone data by using our addon Insights to get a deep understanding of who you are calling, how many calls do we need to get a booked meeting and do someone in the team have a higher hit rate than the rest of the team?
Why do I need to click open 3Vxl every time I press on a phone number in Upsales?
If you are using Mac and chrome, this is a Chrome issue. To remove this question, we have found a way around it but we do not support this and can't guarantee that this will work forever. To remove the pop-up question open the app Terminal and past the line below in the window and press enter. Close your terminal and restart chrome (command + Q).
When you open chrome again and press on a number in Upsales you will now have the option to always open callto-links with 3Vxl. Tick the box and the pop-up will disappear.
Why will my mac always open Zoom instead of 3Växel when I'm using chrome?
This is some mac related problem together with chrome and 3Växel. We have not found a good solution for this yet. The best you can do is to move the Zoom app to the trashcan when you have your calling time and then remove zoom from the trashcan when you are done. Another solution would be to start using Firefox instead of chrome on Mac.