CRMdata + SalesScreen
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.
- When this happens...
- automatically do this!Create ActivityCreates a new record in SalesScreen.
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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
- Deal Won
Triggers when a deal is moved to a won stage in CRMdata Tycho (or created in one).
Try ItTriggerInstant - New Contact
Triggers when a contact person is added to a company in CRMdata Tycho.
Try ItTriggerInstant - New Task
Triggers when a task is created in CRMdata Tycho.
Try ItTriggerInstant - Company NameRequired
- Organization Number
- Phone
- Email
- Website
- Street Address
- Postal Code
- City
ActionWrite
- New Company
Triggers when a company is saved in CRMdata Tycho (from Prospecting, by hand or through the API). Companies added with the Excel import in CRMdata Tycho do not trigger it.
Try ItTriggerInstant - New Deal
Triggers when a deal is added to a pipeline in CRMdata Tycho.
Try ItTriggerInstant - Task Completed
Triggers when a task is marked as done in CRMdata Tycho.
Try ItTriggerInstant - CompanyRequired
- Full Name
- First Name
- Last Name
- Title
- Email
- Phone
- Mobile
- LinkedIn URL
- Notes
ActionWrite