Note: You need admin privileges in SalesScreen and to carry out this approach.


Prerequisites

  • You need to possess the unique identifiers that are associated with the user accounts in the external system — typically a CRM system.

  • The SalesScreen user accounts, that you want to map to external user accounts, must already exist.



How to

We'll show the process through an exampe. In this case we want to map the SalesScreen user account of John Doe to his user account in Microsoft Dynamics.


Step 1 — Navigate to Mappings dashboard

Navigate to the Company Settings dashboard by clicking on Manage and then on Settings in the menu. 


Click on Mappings.



Step 2 — Create mapping

Click on Actions -> Add mapping

Choose the system the user should be mapped towards, the desired user, and add the external ID. Then click on Submit and you are good to go!


The SalesScreen user account is now in sync with its HubSpot user account.

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