SalesScreen

Marius Ekerholt

Simon Hordvik

How data flows into SalesScreen. Salesforce, HubSpot, API and more, plus troubleshooting sync issues.

06 Connecting Your Data

Set up an aggregated Salesforce workflow to sync high-volume metrics like Calls & Emails!

How do I synchronize high-volume Salesforce data?

Track stage changes of key Salesforce objects like Opportunities and Leads in SalesScreen!

How do I Track Salesforce Stage/Status Changes in SalesScreen?

Set up the integration from SalesScreen's user interface in no time and celebrate sales activities on TV-screens, dashboards and feed!

How do I integrate with Freshsales CRM?

How do I integrate with Microsoft Dynamics 365 Online CRM?

How do I integrate with HubSpot?

Synchronize users manually in order to visualize their Salesforce activities in SalesScreen.

How do I Synchronize Salesforce Users Manually?

Integrate with Salesforce to sync data and visualize it in SalesScreen.

How do I integrate with Salesforce?

Synchronize users automatically via workflows in order to visualize their CRM activities in SalesScreen.

How do I Synchronize Users Automatically via Workflows?

How do I integrate with SuperOffice CRM Online?

Try the SalesScreen app's integration features in Salesforce before installing it in your production environment.

How do I test the Salesforce integration?

How to connect Salesforce, HubSpot, Dynamics, Pipedrive, and other CRMs to SalesScreen.

CRM integrations

Explains our integration with Tango Card and Reward Link

Automatic Gift Cards

Configure SalesScreen to sync users from your Azure Active Directory tenant, and allow your employees to use Single Sign-On via Microsoft.

How do I import users from Azure Active Directory

Push SalesScreen feed messages to the Microsoft Teams channels of your choice!

How do I integrate SalesScreen with Microsoft Teams?

Set up the integration from SalesScreen's user interface in no time and celebrate engagements on TV-screens, dashboards and feed!

How do I integrate with Chorus?

Set up the integration from SalesScreen's user interface in no time and celebrate events on TV-screens, dashboards and feed!

How do I integrate with Seismic?

Push SalesScreen feed messages to Slack channels of your choice!

Integrate with Slack

Zapier, dialers (Outreach, Puzzel, LeadDesk and others), Tango Card, REST API, and webhooks.

Other integrations & API

Take the necessary actions to retrieve Salesforce data that has yet to show up in SalesScreen.

How do I handle missing data from SalesForce?

How to fix sync issues, troubleshoot missing data, and debug integration errors.

Troubleshooting data sync

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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