How do I integrate Upsales with Qualifier?
For our integration with Upsales we will block all companies that:
- Has an ‘opportunity’ attached to it.
- Has an activity on them in the last 1-18 months (you can decide this yourself in your Qualifier settings once the integration has been completed).
- Is marked as ‘customer’.
The block is done on company-name.
To fulfill the integration we will transfer your Qualifier-leads to your Upsales account:
-If the prospect/company already exists in Upsales we will dress that company.
-If the prospect/company does not exist in Upsales we will create a new lead.
Information about the prospect that will be transferred:
-Name
-Title
-Emailaddress
-Name of the company
-Company website
-Company owner
If you are interested in purchasing this integration then please contact your customer success manager with your request and they will brief you regarding the pricing.