Deals
Contacts
Team Chat
Activities
Calendar
Listings
Analytics
Settings
Workspace
Name this workspace and what it calls suppliers and listings.
My preferences
These settings apply only to you, not to the whole workspace.
Language
The language of menus, labels and hints.
Appearance
Light or dark theme for this browser.
Time zone
Used by the clock in the sidebar. Defaults to Berlin.
Notifications
Choose which activity sends you a notification.
Contacts
Custom fields, table columns and the WhatsApp template.
Custom fields
Extra properties on every contact.
Table columns
Drag to reorder. Name is always first.
WhatsApp message template
Written when you tap the WhatsApp button on a contact.
Available variables:
{{name}}
{{company}}
Deals
Pipelines and their stages, deal fields and list columns.
Pipelines
Each pipeline has its own stages. Deals belong to one pipeline.
Deal fields
Extra properties on every deal.
Deal list columns
Columns of the deal list view. Drag to reorder. Title is always first.
Listings
Fields and table columns.
Fields
Extra properties on every item in this list.
Table columns
Drag to reorder. Name is always first.
Tasks
Statuses and custom fields for tasks.
Task statuses
Drag to reorder. Statuses are the columns of the task board.
Custom fields
Extra properties on every task.
Team
Mitglieder dieses Arbeitsbereichs. Neue Kolleginnen und Kollegen erscheinen hier nach ihrer ersten Anmeldung über die Kommandozentrale.
Members
Everyone who has joined this workspace.
Integrations
The Miro board embedded on the Board page.
Miro board
Paste the embed link from Miro (Share, then Embed). Leave empty to hide the Board page.
Onboarding
| Deal | Customer | Stage | Engine status | Since | Webhook | Drive | Action |
|---|
Integrations
Connect the tools that send you leads, and the Upgrads Engine that handles signed contracts.
Lead webhook
Other tools push new leads into this workspace through this URL.
Webhook connection
Send leads from Zapier, Make.com, Facebook or any other tool to this URL. Each lead becomes a contact, and optionally a deal.
Your webhook URL
Paste this URL into the tool that sends the leads.
Field mapping
Which key in the incoming JSON fills which contact field. Use dots for nested keys, for example data.email.
Auto-create a deal
Start a deal in your pipeline for every lead that arrives.
Default assignee
Who new contacts from this webhook are assigned to.
Connect a platform
Setup steps and a sample payload for the tool you send leads from.
Setup guides
Pick the tool you send leads from to see the setup steps and a sample payload.
Select a platform on the left to see its setup guide.
Recent leads
What this webhook received and what was captured from each lead.
Received leads
The last 50 leads this webhook received and what was captured from each.
No leads received yet. Send a test from your platform and it will show up here.
Upgrads Engine
The Engine is told the moment a contract is signed.
Engine connection
When a deal moves into one of the trigger stages, a signed vertrag.unterschrieben event is sent to the Engine URL.
Engine URL
Where the event is sent. Must start with https://.
Trigger stages
Moving a deal into any of these stages sends the event. Preselected from your Won stages in Analytics.
Webhook secret
Share this with the Engine team. Every request is signed with it (X-Upgrads-Signature).
API keys
The Engine reads and writes customer data through /api/kunden with one of these keys (Authorization: Bearer). A key is shown once, when it is created.
Download the API description (OpenAPI 3.1) for the Engine team
New key
Name it after the system that will use it, for example "Engine production".
Issued keys
No keys yet.
Deliveries
Every event sent to the Engine, with its outcome.
Sent events
Attempts and the last response from the Engine for each event.
No events sent yet.