CRMdata + SalesScreen

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.

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.

  1. When this happens...
    CRMdataCRMdata
    New Salesperson Order

    Triggers when a salesperson creates a new order.

    TriggerPolling
  2. automatically do this!
    SalesScreenSalesScreen
    Create Activity

    Creates a new record in SalesScreen.

    ActionWrite
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Supported triggers and actions

crmdata logo
crmdata logo

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.

Related categories

  • CRM (Customer Relationship Management)
salesscreen logo
salesscreen logo

About SalesScreen

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

Related categories

  • Dashboards