The development of this feature has been discontinued, if you want to read more about Vainu's current integrations go here: https://help.vainu.io/integrations
Before setting up the connection, here's what you need for getting the integration up and running:
Upsales integration included in your Vainu license.
One person with Vainu Account Admin rights.
Permission to add data to Upsales.
API key from Upsales here.
The integration is done in two simple steps:
Vainu Account Admin imports CRM data into Vainu.
All the other users connect their own CRM account in Vainu.
1. Vainu Account Admin does the initial set-up 🛠
The Account Admin in your organization should make the initial set-up and import all the data from your CRM into Vainu. If you are unsure who is the Account Admin in your organization, let us know in the chat! Here's how to get started:
A) Create and API-key in your Upsales CRM Account
First, log in to Upsales and create an API key from here (Settings --> Security --> API keys).
Click 'New API-key' and enter a name to your API key, click generate and copy it.
B) Connect your account in Vainu
Click on the Settings icon on the left panel and open Integrations.
Find Upsales in the list of integrations and click on 'Connect'.
Insert the API key you just created in step A.
C) Import your CRM data
Vainu will match the data available in your CRM, so you can easily see which companies you already have in your CRM. The integration will make your prospecting efforts in Vainu as smooth as possible, and this requires only a few things to be set:
I) Choose the Vainu field (Company name or business ID) and the corresponding field in Upsales.
II) Click on 'Start full import"' This can take a while depending on the number of companies you have in your CRM.
III) Activate auto-sync (Vainu will gather the latest information automatically from your CRM every hour).
2. Rest of the users connect their Upsales accounts
Once the Account Admin in your organization has done the initial set-up, the rest of the users can connect their own Upsales accounts in Vainu:
A) Create and API-key in your Upsales CRM Account
First, log in to Upsales and create an API key from here (Settings --> Security --> API keys).
Click 'New API-key' and name your API key, click generate and copy it.
B) Connect your account in Vainu
Click on the Settings icon on the left panel and open Integrations.
Find Upsales in the list of integrations and click on 'Connect'.
Insert the API key you just created
Start exporting companies to your CRM and using CRM information in your target groups.
What's next?
If you have any questions, please contact us through the chat in the bottom right corner or by sending an email to support@vainu.io 💬