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SalesSeek Connector

Important: When referencing this page outside of Knowledge Base, use this link: https://knowledge.domo.com?cid=salesseek

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:

  • The email address associated with your SalesSeek account

  • Your SalesSeek password

  • 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

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

Report

Select the SalesSeek report you want to run. The following reports are available:

Activities

Returns a list of all activities.

Automation

Returns automation information.

Buckets

Returns the list of revenue buckets

Client Marketing Group

Returns the list of groups configured to be the focus on the marketing dashboard for the specific client.

Forecasts

Returns the list of forecastss 

Group

Returns the list of groups.

Individuals

Returns the list of individuals. 

Leads

Returns the list of leads.

Lead Sources

Returns the list of lead sources.

Opportunities

Returns the list of opportunities.

Organizations

Returns the list of organizations.

Organization Activities

Returns the list of activities associated with this organization.

Organization Individual

Returns the list of individuals related to this organization.

Organization Opportunity

Returns the list of opportunities associated with this organization.

Revenue Planner Config

Returns the unique revenue planner configuration.

Search

Returns data based on a provided search term.

Social

Returns social information for your account.

Tasks

Returns the list of tasks.

Teams

Returns the list of teams.

Team Hierarchy

Returns the team hierarchy for your organization.

Users

Returns a list of SalesSeek users.

Web Tracking by Time Period

Returns web tracking statistics broken down by time period.

Web Tracking by Source

Returns web tracking statistics broken down by source.

Web Tracking by Visited Pages

Returns web tracking statistics broken down by visited pages.

Completed?

Select Yes to only pull in data for completed tasks; otherwise select No to pull data for all tasks.

My Tasks?

Select Yes to only pull in data for your own tasks; otherwise select No to pull data for all tasks.

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.

Due Today?

Select Yes to only pull in data for tasks due today; otherwise select No to pull data for all tasks.

Due This Week?

Select Yes to only pull in data for tasks due this week; otherwise select No to pull data for all tasks.

Delegated?

Select Yes to only pull in data for delegated tasks; otherwise select No to pull data for all tasks.

Search

Enter the search term you want to retrieve data for in your "Search" report.

Segments

Select the segment you want to retrieve data for in your "Web Tracking" report.

Time

Select the desired time period for the report.

Config ID

Enter the config ID for your "Revenue Planner Config" report.

Owner Name

Select the name of the owner you want to retrieve information for.

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.