To obtain a token for integration with Meetric, administrators need to complete this process in Upsales. Copy the token and paste it in Meetric under Integrations and Upsales.
In some cases, the customer may need to request this directly from Upsales. By default, summaries are pushed to the correct contact card. Upsales syncs based on contact name, email, and phone number, so it's important to ensure these details are up-to-date
AI-Summarized Notes*
Automatically generates concise summaries of key points from customer interactions as Video & Live, which saves time and ensures important details are captured
Comprehensive Data Integration
Adds notes, data, and recording links to the correct:
Contacts
Companies
Deals
Tickets
Ensures all relevant information is easily accessible within Upsales
Deal Data Analysis
Fetches deal data from Upsales for in-depth analysis Enables custom dashboard creation within Meetric. Provides actionable insights based on integrated Upsales data Supports informed decision-making and strategy development
Technical Implementation
Utilizes Upsales's API with OAuth 2.0 authentication Secure access token management for API requests No storage of user passwords, enhancing security
Benefits
Improved data accuracy and completeness in Upsales Time savings through automated note-taking and data entry Enhanced visibility into customer interactions and deal progress Data-driven insights to optimize sales and customer service strategies
By leveraging this integration, teams can focus more on building relationships and closing deals, while ensuring all critical information is captured and accessible within their Upsales CRM.