Integrate with SalesScreen | Documentation for SalesScreen

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

Written by Sindre Haaland
Updated over a week ago

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 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 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 Synchronize Users Automatically via Subintegrations?

Synchronize users automatically via subintegrations in order to visualize their CRM activities in SalesScreen.

Written by Simon Hordvik
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

Salesforce

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

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

Change the billing information of the SalesScreen app in AppExchange on demand.

Written by Simon Hordvik
Updated over a week ago

Microsoft Dynamics CRM

How do I integrate with Microsoft Dynamics CRM Online?

Integrate with Microsoft Dynamics CRM Online to sync data and visualize it in SalesScreen.

Written by Simon Hordvik
Updated over a week ago

Which Dynamics user account should I use to integrate with SalesScreen?

Utilize a Dynamics CRM user account with admin privileges to successfully integrate Dynamics CRM with SalesScreen.

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 create a subintegration within the Dynamics integration?

Create subintegrations to synchronize select Dynamics CRM entities 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

Salesboard

Where do I find our Salesboard API base URL?

Provide the API base URL in the process to integrate SalesScreen with Salesboard.

Written by Simon Hordvik
Updated over a week ago

How do I set up dataflow from Salesboard to SalesScreen?

Set up dataflow for Salesboard documents, leads and presentations to visualize sales reps' activities in SalesScreen.

Written by Simon Hordvik
Updated over a week ago

How can I set up dataflow for Salesboard Forms?

Set up dataflow for Salesboard Forms to visualize data from filled out Documents.

Written by Simon Hordvik
Updated over a week ago

How can I set up dataflow for Salesboard Presentations?

Set up dataflow for Salesboard Presentations to visualize their events in SalesScreen.

Written by Simon Hordvik
Updated over a week ago

How can I set up dataflow for Salesboard Lead statuses?

Set up dataflow for Salesboard Lead statuses to visualize their events in SalesScreen.

Written by Simon Hordvik
Updated over a week ago

How to receive Salesboard documents in real-time

Send Salesboard documents to SalesScreen via the event-triggered WebHook method, immediately after they are sent to the cloud from tablets.

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