Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Upsales to Sana to look up and update companies, contacts, opportunities, and orders. Review your pipeline, log activities, and keep your CRM data up-to-date with context from your connected apps.

In summary, the connector has the following key characteristics:

Category: Sales
Connector type: Real-time
Auth type: API keys
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List companies

Create companies

Update companies

List contacts

Create contacts

Update contacts

List opportunities

Create opportunities

Update opportunities

List orders

Create orders

Manage appointments

List activities

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Upsales. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create appointment

List activity id options

List activity type id options

List company id options

List contact id options

List nps id options

List opportunity id options

List order id options

List product id options

List stage id options

List user id options

Create company

Create contact

Create opportunity

Create order

Create stage

Create user

Deactivate user

Get activity

Get activity list

Get appointment list

Get company

Get company list

Get contact

Get contact list

Get nps

Get nps list

Get opportunity

Get opportunity list

Get order

Get order list

Get phone call list

Get product

Get product list

Get stage

Get stage list

Get user

Get user list

Update appointment

Update company

Update contact

Update opportunity

Update order

Update stage

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Scope and permissions

This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Upsales when generating the key.

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Upsales in the list of available connectors

Scroll to the Available connectors section and locate Upsales.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Upsales card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Provide your Upsales credentials

You'll be asked to paste the credentials for Upsales so Sana can store them securely and use them to call the connector's APIs on your behalf.

Step 6: Complete the set up

You've successfully connected your Upsales account. Click Continue to complete the setup and start using the connector.

Known limitations

Search: This connector lists records but does not yet support free-text or filtered search — narrow down by listing and inspecting results.
Deletion: Records cannot be deleted through this connector; users can only be deactivated.
Custom fields: Reading and writing arbitrary custom fields is limited.