Upsales integration

Connect Upsales

1. Log in to your Vaam Outreach account.
2. Open the Integrations Setting page at https://app.vaam.io/settings/integrations
3. Click Add integration in the top right corner.
4. Click Upsales.
5. Create a new API key in up-sales and paste it into the API key field. See How to create a new API-key in Upsales.
6. To sync prospects from Vaam to Upsales, check the option that enables this.
7. To use your up sales data to block team members from contacting prospects assigned to another team member, check the appropriate option. Set up the mapping between team members in Vaam and up-sales.
8. Select a default campaign from the dropdown menu if needed. Vaam adds all new prospects to this campaign in Upsales.

Add a prospect

1. Open LinkedIn and go to a relevant prospect. You can also test the process with a colleague.
2. Add the person to one of your sequences.

Check the prospect in Upsales

The prospect data available when you add the person to your sequence appears in Upsales automatically. Vaam also reads matching contact and ownership data from Upsales when it checks for duplicates or applies blocking rules.

• Vaam checks the available work email, name, phone, and LinkedIn profile URL to find a matching contact.
• If Vaam finds no matching contact, it creates a new contact.
• If you selected a default campaign, Vaam adds the prospect to that campaign automatically.