Integrate with Upsales

With the Upsales integration, Qualifier automatically skips companies in your Upsales that:

• Have an opportunity attached
• Have had activity within a period you choose (1 to 18 months)
• Are marked as a customer

Companies are matched on company name. You choose the activity period under Settings, Company tab, Skip companies with recent CRM activity.

The integration can also send your Qualifier leads to Upsales. If the company already exists in Upsales, the lead is added to it; otherwise a new lead is created. The lead includes the prospect's name, title and email address, and the company's name, website and owner.

The integration is an add-on. Contact your customer success manager or support@qualifier.ai for pricing and setup.