How do I connect Upsales?

Sign up for Conductor Deck, then add a Upsales step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and unlock advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Upsales + Stream Deck

CRM · 0 triggers · 45 actions

Win more deals with Upsales Add Upsales to your Stream Deck workflows with guided setup for the connection details it needs.

Build an Upsales workflow — free See how it works

No code
Free tier
One Stream Deck press
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use Upsales

Add Upsales to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

Browse all templates

Triggers & actions

Steps your workflow can perform in Upsales.

List User ID Options

Read only

Retrieves available options for the User ID field.

List Stage ID Options

Read only

Retrieves available options for the Stage ID field.

List Product ID Options

Read only

Retrieves available options for the Product ID field.

List Order ID Options

Read only

Retrieves available options for the Order ID field.

List Opportunity ID Options

Read only

Retrieves available options for the Opportunity ID field.

List NPS ID Options

Read only

Retrieves available options for the NPS ID field.

List Contact ID Options

Read only

Retrieves available options for the Contact ID field.

List Company ID Options

Read only

Retrieves available options for the Company ID field.

About Upsales

Win more deals with Upsales

CRM

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect Upsales

Follow the setup prompts for Upsales. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add an Upsales action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Assign to Stream Deck

Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.

Frequently asked questions

How do I connect Upsales?: Sign up for Conductor Deck, then add a Upsales step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and unlock advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Automate Upsales with your Stream Deck

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