Articles in this section
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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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Configuring Your Customer Journey
Video 3:14 How to configure customer journeys Customer Journey statuses allow you to automate an...
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Dynamic links
Link to external services, documents or specific entities inside of Upsales with Dynamic Links. C...
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Edit Script
In our example, we make a check that the field organizational number contains only numbers. If th...
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Scripts
With scripts, you can set up your own business rules that help your team to work in unison. To co...
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Scripts: Using Google Tag Manager
If you have Google Tag Manager installed on your website you can easily install the Upsales scrip...
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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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