Upsales

Upsales CRM | Win more business with Upsales

Sales

Compliance CertificationsGDPRISO 27001

Server LocationSweden

About Upsales

A platform that combines CRM, marketing automation, and sales analytics to help B2B teams manage leads, track deals, and analyze revenue opportunities. Users have a centralized view of customer data and activities to guide the sales process from lead to close. It supports activities like lead generation, pipeline management, and performance insights.

What Cakewalk Does With Upsales

Govern who on your team and which agents can access Upsales. AI agents can act inside Upsales with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Upsales through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Upsales TasksAgent Connection	A person asks their agent to do something in Upsales, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in Upsales is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.