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Upsales
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Upsales + SalesScreen: From Pipeline Data to Performance

Connect Upsales to SalesScreen and give your whole team live visibility into opportunities, activities, and goal progression. When a rep hits a milestone, SalesScreen fires an instant recognition moment. And the AI monitors activity patterns continuously, alerting managers when performance is shifting before it shows in the numbers.

What is the Upsales + SalesScreen integration?

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The Upsales + SalesScreen integration pulls your live opportunity, activity, and agreement data out of Upsales and puts it where your whole team can see it: on leaderboards, dashboards, and office displays that update automatically. When a rep closes an order or hits an activity target in Upsales, SalesScreen fires an instant celebration. No manual updates, no end-of-week reports.

Behind the scenes, SalesScreen's AI monitors your team's activity patterns and pipeline trends continuously. When something shifts below your team's established baseline, managers get an early warning and a recommended action, before the miss shows up in the forecast.

Benefits of connecting Upsales with SalesScreen

  • Live opportunity and activity data on the leaderboard: Your Upsales pipeline is visible to every rep and manager in real time, including orders, activities, appointments, and agreements. No one's waiting for a Monday export to know where the team stands.
  • Contests built on real Upsales data: SalesScreen turns your Upsales activities into live competitions and sprint contests, ranked by deals closed, meetings booked, or activity volume. Scores update automatically as reps work.
  • Every milestone recognized the moment it happens: When a rep closes an order or hits an activity target in Upsales, SalesScreen fires an automatic recognition moment on the floor. Wins land while the energy is still there.
  • Holistic goal progression in easy-to-read dashboards: Quota attainment, activity counts, and pipeline value are all visible in one place, for every rep and every manager, without anyone manually pulling a report.
  • AI that catches performance shifts early: SalesScreen's AI monitors individual and team-level patterns from your Upsales data. When activity drops or pipeline velocity slows, managers get a proactive alert and a suggested next move, not a retrospective report.
Upsales object Fields synced Powers in SalesScreen
Opportunities / Orders Stage, value, close date, owner Leaderboards, contests, AI pipeline monitoring
Activities Type, completion, owner Activity contests, AI cadence monitoring
Appointments Count, owner, date Meeting leaderboards, recognition triggers
Agreements Value, status, owner Renewal contests, quota display
Clients / Contacts Owner, creation date Pipeline sourcing metrics

Get started with Upsales + SalesScreen

‍Your team is already working pipeline in Upsales. Let SalesScreen make sure every win gets celebrated and every performance shift gets caught before it costs you. Reach out to your CSM or our team to get connected.

Integration Set Up

This integration works by using an API key from Upsales to SalesScreen. You will need an admin privilege to authenticate this integration, but it is just a few short clicks until you are up and running! You can learn more on how to set up your Upsales integration here.

FAQ