Note: You need admin privileges in SalesScreen to carry out this approach. The following entities are supported for synchronization to SalesScreen:
Engagements (dialer & meetings).
There are two prerequisites for integrating SalesScreen with Chorus. The first one is that you need to have a SalesScreen subscription, and the second is that you need to have a Chorus subscription.
Chorus Privacy and Data Access Control
The following controls apply when retrieving data or performing an action via the Chorus API:
Recordings marked as private are not returned in API response.
If enabled, data access control settings configured for the access key user applies to access via API. This means that in order to retrieve data on all recordings within Chorus, the users associated with the API token must also have access to all recordings.
Permissions on actions a user may perform within the Chorus application as specified in roles & permissions settings also apply to actions performed via API.
How Does it Work?
The integration is read-only, which means SalesScreen will only read/receive your Chorus data via the Chorus REST API, in order to visualize and celebrate it in SalesScreen. SalesScreen will poll Chorus for new engagements every 5 minutes.
First, you need to find your Chorus API key that SalesScreen can use to access data in your Chorus organization via the Chorus REST API.
Sign in to Chorus as an administrator and copy your API key.
To initialize the integration between the two systems, simply sign in to SalesScreen with an admin user account. Navigate to Company Settings by clicking Manage > Settings. If you don't see a the Manage button at the bottom left of the screen, it means you're signed in with a non-admin user account.
Once there, go to Integrations and click on Integrate for Chorus.
You'll be presented with a short description on to initiate the integration. Input your Chorus API key.
Finally, click on Authorize Integration. SalesScreen will validate the API Key and configure the integration. A default workflow to receive engagements (dialer & meetings) will automatically be added.
After Successful Authorization
Import Chorus Users [Optional]
If the authorization process is successful, you'll be presented with a list of your current Chorus users. You can choose to import Chorus users to SalesScreen, or map existing SalesScreen users to their Chorus accounts. You can skip this step by clicking Continue to workflows.
Importing users will create SalesScreen accounts for them, and they will be mapped (connected) to their corresponding Chorus accounts. Simply check the user(s) in the list and click Add Users.
Mapping existing users lets you connect a Chorus user to an existing SalesScreen user due to their email or name being identical. Click on Map Existing and confirm the process.
The bottom line is, SalesScreen users must be mapped to their corresponding Chorus user accounts in order to be credited with their Chorus activities. They must also be part of a SalesScreen team (users are automatically placed on a default team when imported).
NOTE: You can manage Chorus user import at any time from here:
Manage > Settings > Integrations > Manage Chorus > Settings > Import Users
If you choose to import users, or skip the process by clicking Continue to workflows, you'll be taken to the workflows dashboard. This dashboard presents an overview of your current active and inactive workflows, and serves as the main integration dashboard.
The Chorus workflow dashboard, showing an active workflow.
A workflow dictates what type of records should be received from Chorus and visualized in SalesScreen. SalesScreen will retrieve the records every 5 minutes (if any new records exist).
Sync Chorus Engagements and store them under the Engagements activity type in SalesScreen, with the activity name corresponding to the engagement type ("Dialer" or "Meeting"). Credit the record to the person who owns the engagement and store it on the Engagement end date.
NOTE: Workflows can be created, modified, paused/resumed and terminated at will from the workflow dashboard. SalesScreen tech support is more than happy to help you configure your workflows based on the Chorus data you want to sync to SalesScreen.
The dashboard can be found by navigating to Manage > Settings > Integrations > Manage Chorus
or by going to this link:
Terminate the Integration
If you at any point wish to terminate the Chorus integration, you can navigate here:
Manage > Settings > Integrations > Manage Chorus > Settings > Terminate Integration
Terminating the integration will delete all workflows and SalesScreen will no longer be authorized to access your Chorus data.