Upland Software
Filament

Ask questions about your Upland Software data

Connect Upland Software to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Upland Software shows you SMS delivery rates and click-throughs, but connecting those clicks to actual purchases or lead conversions means juggling your e-commerce platform, CRM, and analytics tools. Filament links your Upland Software campaigns to revenue and customer data so you can analyze which messages drive conversions, not just engagement.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Upland Software KPIs with Filament Analytics

Connect your Upland Software account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Upland Software metrics you can track in Filament:

Broadcast Campaigns
Track SMS campaign performance with campaign_name, send_time, message_content, delivery_status, and recipient_count to analyze which messages drive engagement.
records:
campaign_idcampaign_namesend_timemessage_contentdelivery_statusrecipient_count
Call Records
Monitor voice campaign outcomes with phone_number, call_timestamp, call_duration, call_outcome, and agent_id to understand conversation patterns and response rates.
records:
call_idphone_numbercall_timestampcall_durationcall_outcomeagent_id
Web Click Data
Measure link engagement with click_url, click_timestamp, subscriber_id, campaign_id, and device_type to see which messages drive traffic.
records:
click_idclick_urlclick_timestampsubscriber_idcampaign_iddevice_type
Subscriber Profiles
Access subscriber details with phone_number, opt_in_status, opt_in_date, custom_fields, and subscriber_attributes to segment audiences and track list growth.
records:
subscriber_idphone_numberopt_in_statusopt_in_datecustom_fields
Subscriber Segments
Analyze list memberships with segment_name, subscriber_count, segment_criteria, created_date, and last_updated to understand audience composition.
records:
segment_idsegment_namesubscriber_countsegment_criteriacreated_date
Engagement History
Track interaction patterns with event_type, event_timestamp, subscriber_id, campaign_id, and engagement_score to identify your most responsive subscribers.
records:
event_idevent_typeevent_timestampsubscriber_idcampaign_idengagement_score
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Combine Upland Software with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Upland Software lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Upland Software data gets even more powerful when combined with other tools:

Upland Software
Shopify

Upland Software + Shopify

Connect Upland Software broadcast campaigns with Shopify order data to see which SMS messages drive the most revenue and identify your highest-converting message content.

Upland Software
Google Analytics 4

Upland Software + Google Analytics 4

Connect Upland Software web click data with GA4 session behavior to track how SMS traffic navigates your site and which campaigns drive the longest engagement.

Upland Software
HubSpot

Upland Software + HubSpot

Connect Upland Software subscriber profiles with HubSpot contact records to build a kpi dashboard tracking how SMS engagement affects lead progression and deal velocity.

Benefits of Filament's Upland Software Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Upland Software account

Connect your Upland Software account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Upland Software data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Upland Software dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Upland Software integration FAQ

Everything you need to know about connecting Upland Software with Filament and getting the most out of your data.