SalesSeek Connector
Intro
SalesSeek is Sales CRM and marketing software designed to support businesses by attracting, engaging, and winning big deals. Use Domo's SalesSeek connector to import data about leads, opportunities, organizations, forecasts, and more. To learn more about the SalesSeek API, visit their page (https://salesseekapi.atlassian.net/w...s/SA1/overview).
You connect to your SalesSeek account in the Data Center. This topic discusses the fields and menus that are specific to the SalesSeek connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
Prerequisites
To connect to your SalesSeek account and create a DataSet, you must have the following:
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The email address associated with your SalesSeek account
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Your SalesSeek password
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Your SalesSeek client ID
Connecting to Your SalesSeek Account
This section enumerates the options in the Credentials and Details panes in the SalesSeek Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.
Credentials Pane
This pane contains fields for entering credentials to connect to your SalesSeek account. The following table describes what is needed for each field:
Field |
Description |
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Email Address |
Enter the email address associated with your SalesSeek account. |
Password |
Enter your SalesSeek password. |
Client ID |
Enter your SalesSeek client ID. |
Once you have entered valid SalesSeek credentials, you can use the same account any time you go to create a new SalesSeek DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Details Pane
This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.
Menu |
Description |
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Report |
Select the SalesSeek report you want to run. The following reports are available:
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Completed? |
Select Yes to only pull in data for completed tasks; otherwise select No to pull data for all tasks. |
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My Tasks? |
Select Yes to only pull in data for your own tasks; otherwise select No to pull data for all tasks. |
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Assigned to Me? |
Select Yes to only pull in data for tasks that have been assigned to you; otherwise select No to pull data for all tasks. |
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Due Today? |
Select Yes to only pull in data for tasks due today; otherwise select No to pull data for all tasks. |
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Due This Week? |
Select Yes to only pull in data for tasks due this week; otherwise select No to pull data for all tasks. |
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Delegated? |
Select Yes to only pull in data for delegated tasks; otherwise select No to pull data for all tasks. |
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Search |
Enter the search term you want to retrieve data for in your "Search" report. |
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Segments |
Select the segment you want to retrieve data for in your "Web Tracking" report. |
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Time |
Select the desired time period for the report. |
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Config ID |
Enter the config ID for your "Revenue Planner Config" report. |
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Owner Name |
Select the name of the owner you want to retrieve information for. |
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Organization |
Select the organization you want to retrieve data for. |
Other Panes
For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.