Easily connect Upsales with Leadinfo. Once you connected the accounts, the future website visits will be shared as a note within the company profile in Upsales. Allowing you to have access to valuable insights of your website visits in Upsales!
Please note 📝 The pages a company visits will be shared after the connection has been made. Sending over pages does not work retroactively.
How do I set up the Upsales integration?
- Go to your Upsales environment and copy the API Key
- After copying the code, log into Leadinfo and navigate to "Settings"
- Select "Upsales" under integrations.
- Here you can paste the API key you've copied and select "Connect with Upsales"
From now on you can connect your website visitors to existing companies within Upsales or even create a new company within your Upsales environment.
Good to know 📝 We never view the data of your CRM ourselves. The system only needs authorization, so Leadinfo can transfer the data to your CRM environment.