By activating the Upsales integration, you'll be able to trigger the creation of a new job draft in Teamtailor based on closed orders/deals in Upsales. Data from Upsales is then transferred towards Teamtailor to create a job draft.
Upsales is the revenue engine for Nordic B2B companies. Upsales offers an end-to-end platform with everything from professional pipeline management to recommendations on new business opportunities based on your data.
Getting started
Note: setting up this integration requires knowledge about the Upsales webhook functionality. Teamtailor can't support with the set up in the Upsales platform.
To enable the integration between Upsales and Teamtailor, you connect your existing Upsales account to Teamtailor through our Marketplace page.
Set up in Upsales:
Step 1. This integration requires you to set up a webhook trigger from Upsales to Teamtailor to allow the transfer of the specific data fields you will use. Under settings in Upsales you can find rules (affärsregler) > triggers. You can create triggers that send the webhook.
You need to add a Webhook URL in Upsales, including your Teamtailor Company ID.
The Teamtailor Company ID can be found in the browser URL when you are logged in to your Teamtailor account. Example: https://app.teamtailor.com/companies/teamtailorcompanyid
Add the following webhook URL in Upsales, replacing the placeholder with your Teamtailor Company ID: https://ncg7t29sjb.execute-api.eu-west-1.amazonaws.com/production/syncjobs/{teamtailorcompanyid}
Make sure the webhook is set to POST and content-type is application/json.
Make sure the webhook body is configured for all the required fields (read more here) that need to transfer to Teamtailor.
Example of the body of the webhook (⚠️ don't copy/paste this body, it might not be complete):
{
"action": "order-accepted",
"id": "{{Order.Id}}",
"description" : "{{Order.Description}}",
"date" : "{{Order.Date}}",
"contactId": "{{Order.ContactId}}",
"userId" : "{{Order.UserId}}",
"userName" : "{{Order.UserName}}",
"userEmail" : "{{Order.UserEmail}}",
"companyId" : "{{Order.ClientId}}",
"companyName" : "{{Client.Name}}"
}
Step 2. Create a custom order field in Upsales named 'job template name' (note: the field is case sensitive), and include it in the webhook body. This field can later be used on the Upsales order to select the job template that should be used for the Teamtailor job draft.
Set up in Teamtailor:
Once the webhook in Upsales is set up you can go to your Teamtailor account and search for Upsales in the marketplace.
Activate Upsales in the marketplace of the Teamtailor application
You will be redirected to the activations page in your Teamtailor settings where you can add the required information.
Provide required activation information
Upsales API key (required): click here to read a support article.
Order stage (required): name of the order stage in Upsales that should trigger the integration (e.g. if a 'closed won' order should trigger the integration, the order stage your fill in is 'closed won')
Teamtailor API key (required): add a Teamtailor admin read/write API key (create via settings > api keys, click here to read a support article)
Recruiter email: by default the recruiter linked to the Teamtailor job draft is based on the userEmail that is included in the Upsales webhook (note: a user with this email must exists in Teamtailor for it to work). You can use this field to set a default fall back email of the lead recruiter on the job draft.
Job template name: configure a fall back (default) job template that the integration should use for creating the job draft in Teamtailor if there is no template picked on the Upsales order.
Use template description: by default the job description for the job draft is taken from the description in Upsales. By ticking this option the job draft will always use the description of the selected template instead.
Set up job custom data fields
When you move a deal in Upsales to the stage you specified (for example 'closed won') it will automatically create a job draft in Teamtailor with same name as the order. The job draft will also include job custom fields based on fields on your Upsales order, and will have a recruiter assigned.
You need to create several job custom fields in Teamtailor (read more) to use the integration.
The supported standard Upsales order fields
In the table below you find the supported standard Upsales fields. When creating job the custom fields in Teamtailor(note: NOT candidate custom fields) you can set the title of the field to any value as long as the api-name of the field in Teamtailor matches the table below (to do so click 'Show API settings' when creating fields). Also make sure the field type in Teamtailor matches the table below.
⚠️ Note: the integration requires your Upsales orders to always have a client name and a description. These fields are used to create the job draft in Teamtailor. Without those fields the integration won't work.
Upsales Standard Order fields | Teamtailor job custom field api-name | Teamtailor field type |
order.id | order-id | text |
stage.name | order-stage | text |
client.id | job-company | number |
client.name | job-company-name | text |
contact.name | contact-name | text |
contact.email | job-contact-email | text |
contact.id | contact-id | text |
user.name | account-manager | text |
user.id | user-id | text |
order title | ⚠️ Not a custom field, instead transferred to the title of the job draft. | n/a |
description | ⚠️ Not a custom field, instead transferred to the description of the job draft. | n/a |
userEmail | ⚠️ Not a custom field, instead transferred to the recruiter linked to the job draft. User must exist in Teamtailor. | n/a |
Custom Upsales Order fields
Any other custom order fields you have in Upsales can be mapped towards Teamtailor based on name. For example if the field name in Upsales is "Brand" this can transfer the data to a job custom field in Teamtailor with a matching api-name.
Using the integration
Orders that reach the stage you have specified (for example 'closed won') will trigger the creation of a draft job in Teamtailor. In your Teamtailor job overview make sure to filter to draft jobs to find the jobs.
Tags
The integration automatically adds client.name as a tag to created job. This tag can be used to filter jobs in Teamtailor.
Select a job template for the Teamtailor job draft
As the integration allows you to create job drafts in Teamtailor based on closed orders in Upsales, you can also define which job template should be used for the creation of the job draft.
Using a custom Upsales field on the order with the name 'job template name' allows you to specify which template should be used for the job draft. Simply by filling out the custom Upsales field with the name of a job template you have in Teamtailor. Note: the field is case sensitive.
On the activation page you can also set a default (fallback) template that will be used in case there is no template specified on the Upsales order.
Need support?
Contact Teamtailor directly via:
Chat: open your Teamtailor app and chat live
Email: support@teamtailor.com