Uspacy
Connect Uspacy so the agent finds contacts, creates leads or deals and logs calls
Uspacy is a Ukrainian CRM and business workspace. Connected, the agent finds the contact by phone, creates a lead or a deal, searches the catalog and logs calls.
Before you start
- Incoming webhook in Uspacy — Automation > Incoming webhooks, with CRM access (how to create one).
Connect
- Integrations > Add Integration > Uspacy.
- Paste the Incoming webhook URL and click Connect.
| Field | Value |
|---|---|
| Incoming webhook URL | https://<portal>.uspacy.ua/company/v1/incoming_webhooks/run/… (also .eu, .com, .com.br) |
After connecting
The card shows your Uspacy portal.
I agree that Happ receives and stores this CRM's data — optional. Ticked, Happ syncs contacts, deals, leads and activities; unticked, nothing is stored and the integration works directly (assistant tools, call notes). Disconnecting withdraws consent and deletes the copied data.
The card's menu also has CRM call triggers, Copy webhook URL, Rotate webhook and Webhook logs — for calls started by CRM events.
What the agent may do is set per agent: Agents > the agent > Integrations > the integration's settings.
- Customer search — find the customer by phone mid-conversation
- Create a lead or a deal, in the funnel and stage you pick (a funnel is required)
- Log calls — write each call into the CRM, optionally with the full transcript
Next
Help me solve it
Happ answers right away and hands over to a manager when needed.