Articles in this section

• Automations in Upsales

  Automations can update and create things based on a set of rules. For example; let's say you wan...

  Read more

• How to configure your customer journey

  Use Customer Journey statuses to automate and track leads throughout their journeys towards becom...

  Read more

• How to create hyperlinks for your Upsales entities

  Automatically generate hyperlinks for different entities within your Upsales account. Treat these...

  Read more

• How to set reminders to contact customers

  Remembering when to contact customers can be a challenge when you have so many things to do. That...

  Read more

• Journey: Sync status between companies and contact

  Q: Does the status sync directly when activating this feature?   A: No, the contact needs to get...

  Read more

• Triggers in Upsales

  Triggers are a smart way to perform automated actions in Upsales. For example, a trigger could co...

  Read more