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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

Remi Allegre avatar Sindre Haaland avatar Simon Hordvik avatar
34 articles in this collection
Written by Remi Allegre, Sindre Haaland, 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.
Simon Hordvik avatar
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.
Remi Allegre avatar
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.
Remi Allegre avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
Written by Simon Hordvik
Updated over a week ago
Salesforce

How do I integrate with Salesforce?

Integrate with Salesforce to sync data and visualize it in SalesScreen.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
Written by Simon Hordvik
Updated over a week ago

How do I update billing information of the SalesScreen app in Salesforce?

Change the billing information of the SalesScreen app in AppExchange on demand.
Simon Hordvik avatar
Written by Simon Hordvik
Updated over a week ago

How to I remove the SalesScreen AppExchange app from my Salesforce organization?

Remove the SalesScreen app from your Salesforce organization to stop monthly payments.
Simon Hordvik avatar
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!
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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.
Simon Hordvik avatar
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!
Simon Hordvik avatar
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!
Simon Hordvik avatar
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!
Simon Hordvik avatar
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.
Simon Hordvik avatar
Written by Simon Hordvik
Updated this week

Integrate with Microsoft Teams

Push SalesScreen feed messages to Microsoft Teams channels of your choice!
Simon Hordvik avatar
Written by Simon Hordvik
Updated this week

Integrate with Slack

Push SalesScreen feed messages to Slack channels of your choice!
Simon Hordvik avatar
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!
Simon Hordvik avatar
Written by Simon Hordvik
Updated over a week ago

Freshsales' Supported Entities

The Freshsales integration supports the entities (modules) described in this article.
Simon Hordvik avatar
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!
Simon Hordvik avatar
Written by Simon Hordvik
Updated over a week ago

Pipedrive Integration (Advanced)

In this article I will show you how to setup a real-time integration between Pipedrive CRM and SalesScreen using Zapier.com
Sindre Haaland avatar
Written by Sindre Haaland
Updated over a week ago