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?

Enable Change Data Capture in Salesforce to stream records to SalesScreen in real time!

How do I stream Salesforce records to SalesScreen in real time?

Create an API integration user in Salesforce to be used solely for integration purposes, and serve as the bridge to SalesScreen.

How do I create an API Integration User in Salesforce?

Make sure certain Salesforce configurations are enabled to allow data flow from Salesforce to SalesScreen via the Streaming API.

Which Salesforce configurations should be enabled to allow data flow to SalesScreen?

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

Marius Ekerholt

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?

Use manual synchronization when you want full control over which Microsoft Dynamics users are given SalesScreen accounts and have their activities visualized in SalesScreen.

How do I Synchronize Dynamics Users Manually?

Create a dedicated API user to act as the bridge between SalesScreen and Dynamics CRM Online.

How do I create an API user in Dynamics CRM?

Microsoft Dynamics CRM

Use webhook technology to send notifications to SalesScreen about newly made LeadDesk calls.

How do I push call data from LeadDesk to SalesScreen?

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

Zapier

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