SalesScreen Integrations
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CRM (Customer Relationship Management)Microsoft Excel
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CRM (Customer Relationship Management)Webhooks by Zapier
Developer Tools, ZapierGoogle Sheets
Google, SpreadsheetsCalendly
Scheduling & BookingClose
CRM (Customer Relationship Management)Microsoft Excel
Microsoft, SpreadsheetsPipedrive
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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
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.
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