Vuture is delighted to confirm that we are currently working with Upper Sigma (https://uppersigma.com/) to complete an integration with their CRM.

Who?

Upper Sigma is a Salesforce Solutions Integrator and Independent Software Vendor with 1100+ employees across 14 companies that specializes in the Legal and Professional Services industries.

When?

The integration will launch in February 2022 and we expect our first joint client to go live in summer 2022.

What?

Upper Sigma is based on Salesforce and we are happily able to leverage our existing integration with the Salesforce platform, while adapting to the specific requirements of the Upper Sigma CRM.

This document will be added to as the integration work progresses.  We are expecting to add pages covering crm-specific areas for the Upper Sigma integration such as:

• Entities we integrate with (contacts, objects etc.) - see article here.
• Refreshing lists (automatic refresh before sending emails) - see article here.
• Triggers - an article covering Triggers including Upper Sigma is here.
• Activities - see list here
• Adding a field - there is an article on Objects, Fields and Lists here
• Unsubscribes and suppression fields - see article here
• Anti lists - see article here
• Primary sponsor for delegates and subscribers - see article here.

They will be linked from here as well as searchable in this knowledge base.