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Business Rules

Customize Upsales with Triggers, Automations, Dynamic links and Scripts.

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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...

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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 have so many things to do. That...

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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

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

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