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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• Configuring Your Customer Journey

  Video 3:14 How to configure customer journeys Customer Journey statuses allow you to automate an...

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• Creating custom scripts in Upsales

  Scripts are snippets of code made available to customize the functionality of the Upsales platfor...

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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 is a smart way to perform automated actions in Upsales. For example, a trigger could con...

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