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Integrating Upsales with Brightcall.ai
Integrating Upsales with Brightcall.ai

Set up Speed To Lead™ + Upsales CRM integration

Updated over 2 months ago

Speed-to-Lead™ + Upsales integration lets you to log all call activities, lead info and more into the Upsales Dashboard.

With Brightcall + Upsales integration you get:

  • Automation - Your leads, deals, inquiries and other objects from Brightcall are saved automatically within the Upsales CRM.

  • Auto-assignment - after the call via Brightcall, the agent who talked with the lead is automatically assigned as a Contact/Lead Owner in Upsales.

  • Auto-routing - In case, an existing lead in Upsales decides to request a call via Brightcall, then only the Contact/Lead Owner defined in Upsales will get connected with a lead.

  • Call Recording Comments - In both cases, a comment containing the call recording will be added to the lead.

  • Custom fields - All of your custom fields filled by prospects are saved in the Upsales.

  • Lead Search and Creation - After a call, the integration will search for an existing lead/contact based on the phone number or email.

    • If a matching lead is found, it will be updated.

    • If no matching lead is found, a new lead will be created automatically.
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How to set up ?

In order to set up integration with Upsales CRM, Admin of the Upsales account will need to generate and provide an API key with us, so our Support Team would be to set up an integration for your account. Please follow the steps below or in the original article of Upsales here (includes screenshots).

1. Log in as Admin to Upsales.

2. Click on Settings → Account → Billing portal → API:

3. Click Add-ons and activate the API add-on:

4. Click Settings → Account → Security → API keys:

5. The API keys screen shows any API keys you have previously created. Click ”New API key”.

6. In the Create API key screen, enter Name to help you identify this API key, e.g “Convolo” and click “Generate key”:

7. Once your API Key is produced, share the API key with us on: [email protected]

Now you’re all set ! 🎉

Once all the steps are successfully completed, our Team will confirm back the integration status to you. Normally it takes 1-2 working day(s).

If you have any additional requirements or need further customization, please let us know. We are here to help tailor the integration to your specific needs!

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