Connect Upsales to Siftree.

Win more deals with Upsales

Connect

Read from your Upsales account

Sign in once. Siftree reads your records and reacts to new events as they happen.

  • Get Activity

    Retrieves a single activity by ID from Upsales.

  • Get Appointment List

    Retrieves a list of appointments from Upsales.

  • Get Company

    Retrieves a single company (account) by ID from Upsales.

  • Get Contact

    Retrieves a single contact by ID from Upsales.

  • Get NPS

    Retrieves a single NPS record by ID from Upsales.

  • Get Opportunity

    Retrieves a specific opportunity from Upsales.

  • Get Order

    Retrieves a single order by ID from Upsales.

  • Get Phone Call List

    Retrieves a list of phone calls from Upsales.

  • Get Product

    Retrieves a product from Upsales.

  • Get Stage

    Retrieves a single order stage by ID from Upsales.

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  • Get User

    Retrieves a single user by ID from Upsales.

Act

Take action in Upsales

Agents update records and send messages for you, automatically, as drafts, or after you approve.

  • Create Appointment

    Creates a new appointment in Upsales.

  • Create Company

    Creates a new company (account) in Upsales.

  • Create Contact

    Creates a new contact in Upsales.

  • Create Opportunity

    Creates a new opportunity in Upsales.

  • Create Order

    Creates a new order in Upsales.

  • Create Stage

    Creates a new order stage in Upsales.

  • Create User

    Creates a new user in Upsales.

  • Deactivate User

    Deactivates a user by ID in Upsales.

  • Update Appointment

    Updates an existing appointment in Upsales.

  • Update Company

    Updates an existing company (account) in Upsales.

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  • Update Contact

    Updates an existing contact in Upsales.

  • Update Opportunity

    Updates an existing opportunity in Upsales.

  • Update Order

    Updates an existing order in Upsales.

  • Update Stage

    Updates an existing order stage in Upsales.

  • Upload Document

    Uploads a document to Upsales.

Need something from Upsales that isn't listed? Siftree can also collect from any public web page, or tell us what you need.

Siftree

Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.

Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.

[Machine-readable summary](https://www.siftree.com/llms.txt) — full machine-readable index.

Capabilities (summary):

  • - Connect anything: calls, tickets, reviews, social, documents, video, and existing systems.
  • - Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
  • - Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
  • - Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
  • - Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
  • - Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
  • - Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
  • - Ask questions of your data from Claude or ChatGPT through Siftree MCP.
  • - Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
  • - Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.

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