SalesScreen

Help you get started with the SalesScreen API

SalesScreen API - Frequently Asked Questions

Map SalesScreen user accounts to external users to let them receive external data via integrations.

How do I map SalesScreen users to external users?

Here are some information regarding the NextCom-integration

FAQ NextCom

Integration: Outreach

Integration: Tango

Integration: Slack

Instantly celebrate the moment a deal is accepted using our live GetAccept integration.

Integrate: GetAccept

Put the pieces together and improve customer service

Puzzel

Save time and resources by unifying your systems

Integrate: LoxySoft

Improve sales and get control over your important data

Integration: Headshed

Increase orders and call activities, and close more leads

LeadDesk

Hanne Herseth

Bjørn Molvig

Simon Hordvik

Series of guides to help your technical staff integrate your 3rd party system with SalesScreen

Integrate with SalesScreen

Learn how to sync high-volume metrics from aggregated Salesforce reports to SalesScreen.

How do I sync data from a Salesforce report?

Synchronize Salesforce and SalesScreen user accounts in order to visualize users' Salesforce activities in SalesScreen.

How do I synchronize Salesforce and SalesScreen user accounts?

How do I import new users?

Reauthenticating SalesForce integration

Mads Bakke

Salesforce

Find and copy your Microsoft Dynamics CRM Organization URI to integrate with SalesScreen.

Where can I find our Microsoft Dynamics CRM Organization URI?

Synchronize Dynamics and SalesScreen user accounts in order to visualize users' Dynamics activities in SalesScreen.

How do I synchronize Dynamics and SalesScreen user accounts?

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

How do I Synchronize Dynamics Users Manually?

Microsoft Dynamics CRM

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

How do I integrate with SugarCRM?

Push data from SugarCRM to SalesScreen by utilizing webhooks.

How do I push SugarCRM records to SalesScreen?

SugarCRM

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 UpSales?

UpSales

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

How do I integrate with Seismic Learning?

Seismic

Use Zapier to connect and receive data from 500+ apps into SalesScreen.

How do I integrate using Zapier?

Learn how to integrate SalesScreen to a zapier app

Setup the Zapier integration

Marius Ekerholt

Zapier

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iOS App

Android App

Find answers and get help from Intercom Support and Community Experts

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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.

Ship something

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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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.

Prototype invite-team answer

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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