Track everything in your sales process from the first call to the won deal
This article covers:
- Installing 3Växel: Administrators
-
Installing 3Växel: Users
-
How to automatically open Upsales when you get a phone call
Installing 3Växel: Administrators
First, you need to activate the app for your Upsales account.
- Click Settings → App directory → 3Växel
- Click Activate.
- Click the toggle to save new/unknown numbers from incoming calls:
- Click the dropdown to choose the default phone activity type and add your 3Växel domain:
Installing 3Växel: Users
This relies on you using the same email address for both Upsales and 3Växel
After your Administrator has installed 3Växel:
- Click Settings → My profile → 3Växel
- Click Activate and you'll see two fields:
- Add your 3Växel username. Open your softphone and click Settings. Add everything before "@youdomain" in Upsales:
- Add your 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:
- Click Save
How to automatically open Upsales when you get a phone call
When you receive a call, Upsales can search your account for the phone number. If there's a match, the contact card opens. Here's how to set it up:
1. Open 3Växel softphone
2. Click 3Växel → Settings
3. Choose Advanced and then Configure external applications (press on External...)
4. Click the "+"
5. Give the application a name, such as Upsales
6. Tick the checkbox Autostart
7. Add https://power.upsales.com/#/who-called/$CALLINGNUMBER to field start-URI
8. Press OK in all three windows.
FAQ
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).
Paste this line in your terminal
defaults write com.google.Chrome ExternalProtocolDialogShowAlwaysOpenCheckbox -bool true
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.