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Integrate with SalesScreen
Integrate with SalesScreen
Series of guides to help your technical staff integrate your 3rd party system with SalesScreen
41 articles in this collection
Written by
Remi Allegre,
Johannes Markeng,
and
Simon Hordvik
How do I map SalesScreen users to external users?
Map SalesScreen user accounts to external users to let them receive external data via integrations.
Written by
Simon Hordvik
Updated over a week ago
How do I integrate with SalesScreen's API?
Integrate your 3rd party system with SalesScreen API to seamlessly push your sales data into your SalesScreen account.
Written by
Remi Allegre
Updated over a week ago
How do I integrate using Zapier?
Use Zapier to connect and receive data from 500+ apps into SalesScreen.
Written by
Remi Allegre
Updated over a week ago
How do I pick CRM users to create SalesScreen accounts for?
Choose the CRM users you want to create SalesScreen accounts for, in able to visualize their data in SalesScreen. SalesScreen does the rest.
Written by
Simon Hordvik
Updated over a week ago
How do I Synchronize Users Automatically via Workflows?
Synchronize users automatically via workflows in order to visualize their CRM activities in SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
Salesforce
How do I sync data from a Salesforce report?
Learn how to sync high-volume metrics from aggregated Salesforce reports to SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
How do I stream Salesforce records to SalesScreen in real time?
Enable Change Data Capture in Salesforce to stream records to SalesScreen in real time!
Written by
Simon Hordvik
Updated over a week ago
How do I Track Salesforce Stage/Status Changes in SalesScreen?
Track stage changes of key Salesforce objects like Opportunities and Leads in SalesScreen!
Written by
Simon Hordvik
Updated over a week ago
How do I synchronize high-volume Salesforce data?
Set up an aggregated Salesforce workflow to sync high-volume metrics like Calls & Emails!
Written by
Simon Hordvik
Updated over a week ago
How do I integrate with Salesforce?
Integrate with Salesforce to sync data and visualize it in SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
How do I test the Salesforce integration?
Try the SalesScreen app's integration features in Salesforce before installing it in your production environment.
Written by
Simon Hordvik
Updated over a week ago
How do I create an API Integration User in Salesforce?
Create an API integration user in Salesforce to be used solely for integration purposes, and serve as the bridge to SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
Which Salesforce configurations should be enabled to allow data flow to SalesScreen?
Make sure certain Salesforce configurations are enabled to allow data flow from Salesforce to SalesScreen via the Streaming API.
Written by
Simon Hordvik
Updated over a week ago
How do I create a subintegration within the Salesforce integration?
Create subintegrations within the Salesforce integration in order to sync and visualize relevant Salesforce object records in SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
How do I synchronize Salesforce and SalesScreen user accounts?
Synchronize Salesforce and SalesScreen user accounts in order to visualize users' Salesforce activities in SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
How do I Synchronize Salesforce Users Manually?
Synchronize users manually in order to visualize their Salesforce activities in SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
How do I handle missing data?
Take the necessary actions to retrieve Salesforce data that has yet to show up in SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
Microsoft Dynamics CRM
How do I integrate with Microsoft Dynamics 365 Online CRM?
Set up the integration from SalesScreen's user interface in no time and celebrate sales activities on TV-screens, dashboards and feed!
Written by
Simon Hordvik
Updated over a week ago
Where can I find our Microsoft Dynamics CRM Organization URI?
Find and copy your Microsoft Dynamics CRM Organization URI to integrate with SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
How do I synchronize Dynamics and SalesScreen user accounts?
Synchronize Dynamics and SalesScreen user accounts in order to visualize users' Dynamics activities in SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
How do I Synchronize Dynamics Users Manually?
Synchronize users manually in order to visualize their Dynamics activities in SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
How do I know if a Dynamics CRM user account has the System Administrator role?
Find out if your Dynamics CRM user account has the System Administrator role, and can thus be used to integrate with SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
How do I create an API user in Dynamics CRM?
Create a dedicated API user to act as the bridge between SalesScreen and Dynamics CRM Online.
Written by
Simon Hordvik
Updated over a week ago
LeadDesk
How do I push call data from LeadDesk to SalesScreen?
Use webhook technology to send notifications to SalesScreen about newly made LeadDesk calls.
Written by
Simon Hordvik
Updated over a week ago
SugarCRM
How do I integrate with SugarCRM?
Integrate with SugarCRM to sync data and visualize it in SalesScreen.
Written by
Simon Hordvik
Updated over a week ago
How do I push SugarCRM records to SalesScreen?
Push data from SugarCRM to SalesScreen by utilizing webhooks.
Written by
Simon Hordvik
Updated over a week ago
SuperOffice Online CRM
How do I integrate with SuperOffice CRM Online?
Set up the integration from SalesScreen's user interface in no time and celebrate sales activities on TV-screens, dashboards and feed!
Written by
Simon Hordvik
Updated over a week ago
HubSpot
How do I integrate with HubSpot?
Set up the integration from SalesScreen's user interface in no time and celebrate sales activities on TV-screens, dashboards and feed!
Written by
Simon Hordvik
Updated over a week ago
Vitec
How do I integrate with Vitec Express?
Set up the integration from SalesScreen's user interface in no time and celebrate sales activities on TV-screens, dashboards and feed!
Written by
Simon Hordvik
Updated over a week ago
Feed Integrations
Build a Feed Integration Workflow
Build a feed workflow in SalesScreen in order to push SalesScreen feed posts to your business communications platform.
Written by
Simon Hordvik
Updated over a week ago
Integrate with Microsoft Teams
Push SalesScreen feed messages to the Microsoft Teams channels of your choice!
Written by
Simon Hordvik
Updated over a week ago
Integrate with Slack
Push SalesScreen feed messages to Slack channels of your choice!
Written by
Simon Hordvik
Updated over a week ago
Freshsales
How do I integrate with Freshsales CRM?
Set up the integration from SalesScreen's user interface in no time and celebrate sales activities on TV-screens, dashboards and feed!
Written by
Simon Hordvik
Updated over a week ago
Freshsales' Supported Entities
The Freshsales integration supports the entities (modules) described in this article.
Written by
Simon Hordvik
Updated over a week ago
Pipedrive
How do I integrate with Pipedrive CRM?
Set up the integration from SalesScreen's user interface in no time and celebrate sales activities on TV-screens, dashboards and feed!
Written by
Simon Hordvik
Updated over a week ago
UpSales
How do I integrate with UpSales?
Set up the integration from SalesScreen's user interface in no time and celebrate sales activities on TV-screens, dashboards and feed!
Written by
Simon Hordvik
Updated over a week ago
Lessonly
How do I integrate with Lessonly?
Set up the integration from SalesScreen's user interface in no time and celebrate completed lessons on TV-screens, dashboards and feed!
Written by
Simon Hordvik
Updated over a week ago
Chorus
How do I integrate with Chorus?
Set up the integration from SalesScreen's user interface in no time and celebrate engagements on TV-screens, dashboards and feed!
Written by
Simon Hordvik
Updated over a week ago
Strava
Activate Strava (admin)
How to make Strava available on the company SalesScreen account.
Written by
Johannes Markeng
Updated over a week ago
Connect with Strava
How to get my Strava activity into SalesScreen.
Written by
Johannes Markeng
Updated over a week ago
Seismic
How do I integrate with Seismic?
Set up the integration from SalesScreen's user interface in no time and celebrate events on TV-screens, dashboards and feed!
Written by
Simon Hordvik
Updated over a week ago