SalesScreen | Set Up

The following steps are required to set up the SalesScreen integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.  

This integration is designed to import lead status events for SalesRabbit users into SalesScreen.

*Note: It will be much easier to set up this integration once your initial SalesRabbit account has been set up and customized by our implementation team. This includes deciding what lead statuses to capture in SalesRabbit and which of those to push over to SalesScreen.

Part 1: Obtain SalesScreen API Key

The SalesScreen API key is used to authorize SalesRabbit to send information to SalesScreen. Below is how you obtain the API key to use in a later step in SalesRabbit.

1. 1. 1. Go to SalesScreen.com and log in.
      2. In the bottom left-hand corner, click on the section called "Manage", then select "Settings".
         
      3. On the Settings screen, find the section labeled "Integrations", and click on "API keys".
         
      4. Find or generate the API Key that you wish to use to integrate with SalesRabbit, and click the magnifying glass icon to show the API Key.
         After clicking the magnifying glass icon it will show your API Key and produce another button to copy the API Key.
         Copy your API Key and save it somewhere or leave it copied in your clipboard to paste into the SalesRabbit step specified later. Your SalesScreen account should have an API key by default, if not contact SalesScreen for assistance.
         
         

Part 2: Configure The SalesScreen Integration

Important Note:

Before we begin, it is good information to know that this integration currently transfers the lead status updates and places them in two "buckets" on the SalesScreen side automatically, which are always called "Leads Pipeline" and "Leads Historical". 

• Leads Pipeline will always only show one type of status event once for each user indicated by the latest date that status occurred. (You should never have two of the same status event on a lead in this bucket). This is meant to show the sales process flow rather than an aggregating counting of total events.
• Leads Historical will show every event status for every lead in order to keep a historical record of sorts. This bucket will likely require more filtering on your SalesScreen account to see great analytics, but it will open up the ability to count and track the number of times a status was marked etc.

You will automatically have both options so you can choose if and how you use them.

To begin the setup:

1. Navigate to the Marketplace under "Integrations". (Must have admin access)
2. Select the SalesScreen Integration Card.
   
   
   
3. Navigate to the "Configuration" tab and click "Enable".
4. This is the step you will need your API Key that you copied from earlier.
   Paste your API Key into the "SalesScreen API Key" field.
   Copying and pasting is the easiest way to do this as the API must match exactly for the integration to work.
   The next few steps are for you to customize the integration to your business process and may not be shown exactly as you need to set it up. This is simply showing the process to follow.
   
5. To configure what SalesRabbit Lead Statuses to push to SalesScreen, add all of the statuses that you want to the Webhook trigger as shown below. To add a status click"Add ID". If you need to add many at a time click "Add more than one ID" enter the amount and hit the "Add" button. Remember all of the statuses chosen here will be sent to both "buckets" in SalesScreen.
   
6. It is important to understand what you want to happen automatically during this setup. Let us explain what these next options do.
   "Sync Active Users" is fairly explanatory. If this box is checked, as soon as you hit "Finish" to complete the integration setup, every user in your SalesRabbit account will be synced and created in SalesScreen. This is a very convenient option if you want every single user transferred over to SalesScreen. If you have non-sales or admins that you do not want to create users for in SalesScreen, DO NOT check this box. 
   We send user/owner details with every lead status update so the first time a users lead is updated, that user will automatically be created in SalesScreen.
   
   
   "Lead Back Sync by User" will look back at past status update events (up to 30 days) and if we find events that match your statuses you selected we will create past records for those events when they happened and tag them to the owner of that lead.
   
   
   *So if both boxes are checked when the setup is finished, we will sync every user that exists on your account and while doing that we will sync all events in the past 30 days that match your criteria for creating an event.
   
   *If only the "Sync Users" box is checked, no past event data will be created.
   
   *If only the "Lead Back Sync by User" box is checked, event data will be synced to only the owner of the lead when a status meets the criteria for sending to SalesScreen.
7. Choose if you would like to turn on Status Polling: Check the "Status Polling" box if you would like to do a regular check for statuses that have been updated. (This is required if you are modifying via the API and/or through another platform)
8. If using Status Polling you can choose a 5, 10, or 15 minute interval.

Go ahead and click "Finish" and your SalesScreen integration should now be live and allow you to sync sales activities to SalesScreen via status updates!

If you have any issues or problems please reach out to support or your CSM for help configuring this integration. 

Appendix 1: Users

SalesScreen is very robust in their ability to add data that does not exist in their platform yet. They also do a very good job linking your users to the data you are sending, It is automatic, seamless, and usually painless.
Note: Nothing listed in Appendix 1 is required for the integration to work, it is more informative and only potentially useful for edge case scenarios.

If a scenario exists where you have an established account with SalesScreen and already have users created and data tied to them, those users will all have an "External ID" associated with them. You can find those here:
     

YOU SHOULD NEVER HAVE TO DO THIS, as SalesScreen will create and associate a new External ID with any user if it finds matching emails.
However, if for any reason you decide you want to do this you can copy that SalesScreen External ID and enter that into the user that matches that email address in SalesRabbit. You will need to designate the External ID with "SS:" (without the quotes) and then paste that SalesScreen External ID and click "ADD". If you do this, we will send that new external ID (without SS:) as the lead owner ID.

If you are having any issues getting the data sent from SalesRabbit to SalesScreen to the correct user this may be the only time to do this, but the data should pass without ever having to do this.