K Factors + SalesScreen Integrations
How to connect K Factors + SalesScreen
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
External Record IDRequired
Specify a unique ID for the record from the source system (where the record originated).
External User IDRequired
A unique ID for the creator/owner of the record from the source system (where the record originated).
Activity TypeRequired
Date
App
Specify the system you are sending data from (the Trigger). If none of the below is a match just leave it on Other
External User IDRequired
The ID that uniquely identifies a user in the source system from where the records originate. E.g. Owner ID or Created by ID.
App
Specify the system you are sending data from (the Trigger). If none of the below is a match just leave it on Zapier.
EmailRequired
NameRequired
External Team
Specify a unique team ID/name, if the team does not exist in SalesScreen we create it.
Widget idRequired
From date
To date
External User IDRequired
The ID that uniquely identifies a user in the source system from where the records originate. E.g. Owner ID or Created by ID.
EmailRequired
NameRequired
External Team
Specify a unique team ID/name, if the team does not exist in SalesScreen we create it.
App
Specify the system you are sending data from (the Trigger). If none of the below is a match just leave it on Zapier.
External User IDRequired
The ID that uniquely identifies a user in the source system from where the records originate. E.g. Owner ID or Created by ID.
App
Specify the system you are sending data from (the Trigger). If none of the below is a match just leave it on Zapier
How K Factors + SalesScreen Integrations Work
- Step 1: Authenticate K Factors and SalesScreen.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About K Factors
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About SalesScreen
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