Articles in this section

• Automations in Upsales

  Automations are repeatable actions carried out at timed intervals. The difference between actions...

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• How to configure your customer journey

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

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• How to create hyperlinks for your Upsales entities

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

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• How to set reminders to contact customers

  Remembering when to contact customers can be a challenge when you're busy. That's why Upsales can...

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• Journey: Sync status between companies and contact

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

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• Triggers in Upsales

  You can use triggers to perform automated actions in Upsales. For example, triggering a notificat...

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