CRMdata + SalesScreen

CRMdata + SalesScreen integrations

Create SalesScreen activities from new orders in CRMdata

Do you use SalesScreen or any other gamification tool? Use this Zap to add new booked meetings from CRMdata as SalesScreen activities to easily compete against your colleagues and follow your progress.

When this happens...
New Salesperson OrderTriggers when a salesperson creates a new order.
TriggerPolling
automatically do this!
Create ActivityCreates a new record in SalesScreen.
ActionWrite

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More things you can do with CRMdata and SalesScreen

Discover other triggers and actions you can use with CRMdata and SalesScreen

New Article
Triggers when a new article is created.
Trigger
Polling
Try It
New Company
Triggers when a new Company is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- User ID
  Required
Trigger
Polling
Try It
- Salesperson ID
  Required
Trigger
Polling
Try It

- External User ID
  Required
- Email
  Required
- Name
  Required
- External Team
- App
Action
Write
- External User ID
  Required
- App
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- User ID
  Required
Trigger
Polling
Try It
- User ID
  Required
Trigger
Polling
Try It
New Todo
Triggers when a new todo is created.
Trigger
Polling
Try It
- External Record ID
  Required
- External User ID
  Required
- Activity Type
  Required
- Date
- App
Action
Write
- External User ID
  Required
- App
- Email
  Required
- Name
  Required
- External Team
Action
Search or write

About CRMdata

CRMdata is an easy to use CRM system pre-loaded with business data, allowing you to easily prospect and keep track of your sales processes.

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Related categories

CRM (Customer Relationship Management)

About SalesScreen

SalesScreen is a sales performance management tool that helps teams to be more focused, motivated and productive.

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Related categories

Dashboards