Articles in this section

• Upsales Prospecting Chrome Extension

  Want to quickly add new company and prospect details to your database? Here's an alternative to m...

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• Xero

  Xero brings collaboration between your sales and accounting, so there's no need to create an invo...

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• PE Accounting Premium (new)

  PE Accounting Premium är till för dig som driver tjänstebolag med 5-500 anställda. Arbeta s...

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• PE Accounting (new)

  PE Accounting är till för dig som driver tjänstebolag med 5-500 anställda. Arbeta smidigt m...

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• How to connect your email with SMTP

  Want to use Upsales email features with an account that isn't Gmail or Office 365? Connect using ...

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• How to install Tele2

  How to integrate Upsales and Tele2 and track your sales process from first call to won deal.   In...

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• Scrive 2.0

  Shorten sales cycles by e-signing contracts directly from Upsales. This article covers: Require...

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• Visma e-conomic

  Getting started How to use the app Import employees, customers, products, contacts, and orders f...

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• Quickbooks

  You can use the Upsales app to integrate with your Quickbooks account. This article covers: Acti...

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• Dropbox

  Integrate Dropbox to access stored documents from company cards. To use the Dropbox app, each use...

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• How to use the Visma.net app

  Use the Visma app to create invoices or orders in Visma when your sales rep has closed a deal in ...

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• How to use Fortnox Lagersaldo

  This app helps you make sure you've enough items in stock before promising delivery to your custo...

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• How to use the Fortnox Premium app

  How to sync your invoices and information between Upsales and Fortnox using Fortnox Premium. Doe...

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• How to integrate Google Drive

  With the Upsales Google Drive integration, you can access relevant company documents stored in yo...

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• Visma eEkonomi

  The app to make your sales in Upsales create orders in Visma. This article covers: Activating th...

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• How to sync your Upsales account with Outlook and Office 365 Mail

  With the Upsales Office 365 Mail app, you can create emails in Outlook and import information to...

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• Zoom Webinar app for Upsales Events

  The Zoom app allows you to create Upsales webinar events and track the status of participants in ...

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• How to sync emails in Upsales with Gmail

  When using the Upsales Gmail Chrome extension, you can create an email in Gmail and sync the info...

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• How to integrate GetAccept

  Integrate GetAccept with Upsales and you can create, track and send your documents from within Up...

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• How to integrate and use Zapier

  How to make a "Zap" using Upsales as the trigger or the action. Zapier-Upsales use cases include:...

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• How to find prospects with Bisnode International

  Explore add-ons for finding qualified leads and niche prospects Bisnode is one of three prospecti...

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• Zendesk

  The Zendesk app helps your team stay up-to-date by making current and past customer tickets avail...

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• Telavox

  If you are a Telavox customer, you can take advantage of the Telavox app to integrate your phone ...

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• Fortnox app

  How to sync your invoices and information between Upsales and Fortnox. Does your Upsales account...

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• Trello

  Integrate Trello to quickly create cards relating to Orders and Opportunities. This article cover...

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• Daily digest emails

  Upsales Daily Digest is an extension for Upsales that sends out an email every morning remind...

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• 3Växel

  Track everything in your sales process from the first call to the won deal This article covers: ...

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• How to use Harvest time tracking app with Upsales

  The Harvest-Upsales integration means you can automatically track time in Harvest against opportu...

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• Microsoft Teams

  Keep everyone updated with real-time messages from Upsales directly in Microsoft Teams. Send noti...

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• Oneflow

  Oneflow is a service for online contract management that's integrated into Upsales. Oneflow makes...

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