🏆 SalesScreen Integration
Backend Version: Backend 2.92 (January 7, 2026) | Web Version: Web 2.89 (January 7, 2026)
SPOTIO and SalesScreen are now natively integrated. Field activity captured in SPOTIO automatically powers leaderboards, contests, KPI scoreboards, and recognition moments inside SalesScreen — with zero custom integration work on the customer's side.
The biggest change with this release isn't just the data connection. It's that customers can now buy and manage SalesScreen directly through SPOTIO. No separate procurement, no separate admin console for user provisioning, no DIY sync to build and maintain.
What's included
A SPOTIO-managed partnership, not a generic integration
- Buy through SPOTIO: Customers can add SalesScreen as part of their SPOTIO plan — billed by SPOTIO, set up by SPOTIO CX, and managed alongside the rest of their SPOTIO subscription. No second vendor relationship, no second contract to negotiate.
- Includes Scout AI: The SPOTIO-managed SalesScreen plan includes Scout AI (SalesScreen's AI feature, normally an add-on) bundled in at one price.
- Automatic user provisioning: When a user accepts their SPOTIO invite, their SalesScreen account is created automatically. When a user is suspended in SPOTIO, they're deactivated in SalesScreen. Profile changes (name, email) sync forward.
- Bring-your-own SalesScreen also supported: Customers who already have a SalesScreen subscription can connect their existing account to SPOTIO — they keep their SS plan, and SPOTIO simply feeds activity data into it.
Activity data syncs automatically into SalesScreen
The integration listens for five SPOTIO triggers and converts each one into a SalesScreen Activity:
| SPOTIO TRIGGER | What gets sent to SalesScreen |
| Record Created | A new lead, account, or deal is created in SPOTIO → counted as an Activity in SalesScreen (attributed to the record owner). |
| Record Stage Changed | A record moves into a new pipeline stage (e.g. Lead → Closed Won) → counted as an Activity, attributed to whoever made the change. |
| Activity Scheduled | A visit, call, or appointment is scheduled → counted as an Activity, attributed to the activity owner. |
| Activity Logged | An activity is logged in the field (visit, call, etc.) → counted as an Activity in SalesScreen. |
| Activity Logged with a Specific Result | Activity Logged with a Specific Result A logged activity with a particular result (e.g. "Sold", "Demo Scheduled", "Not Home") → counted as a distinct Activity Type, so leaderboards can reward specific outcomes, not just raw volume |
Selective Sync — only the activities that matter
Admins can scope which activities flow into SalesScreen using a set of conditions:
- Activity conditions: Only sync verified activities (filtering out activities without geofence verification).
- Record conditions: Filter by territory, record type, stage, or custom single-choice fields on the related record.
- "AND" logic: Combine multiple conditions — e.g. "only sync logged visits, in the Dallas territory, on commercial leads, with stage = Pitched."
Result: leaderboards and contests can be built around the activities your business actually rewards, without the noise of activities that shouldn't count.
Why this matters
- One purchase, one system to manage: No separate SalesScreen contract, no separate user-provisioning workflow, no engineering work to build a sync. SPOTIO admins manage everything from one place.
- Activity logging finally has a reward loop: Reps who log activities don't just feed a database — they fuel their team leaderboard, their personal scoreboard, and any active contests. Logging becomes worth doing.
- Coaching gets sharper: Managers can see — in real time — which reps are hitting which activity types and run targeted contests around the behaviors they want to drive ("most demos booked this week," "best closing rate in the West region").
- Healthy competition where reps already live: SalesScreen's TV displays, mobile leaderboards, and recognition moments turn the field activity reps were already doing into shared visibility across the team.
- Cleaner data, by design: When reps see their leaderboard react in real time to logged activity, the "log it later" pattern fades. Activity gets captured in the moment, and the data quality everyone downstream depends on improves.
Example use cases
| Scenario | How the integration powers it |
| Door-knocking competition | Run a weekly contest on "verified door knocks" — reps see their standings update in real time on the SalesScreen TV in the bullpen as they log visits in the SPOTIO mobile app. |
| Appointment-setting contest | Reward "Activities Logged with Result = Appointment Set." Setters see a live leaderboard; closers see who's feeding them the most pipeline. |
| Stage-progression incentive | Pay a coin bonus for every record that moves from Pitched → Sold. Reps see the recognition the moment the stage changes in SPOTIO. |
| Territory-level KPI scoreboard | Filter to a specific territory and a specific record type — surface a KPI scoreboard that's relevant to that team, without polluting the leaderboard with activities from other regions. |
| Onboarding new hires | New reps get auto-created in SalesScreen when they accept their SPOTIO invite. Their first logged visit immediately appears on the team board — they're recognized from day one. |
How to enable / get started
- Customer contacts their SPOTIO CSM to add the SalesScreen-managed package (or, if they already have a SalesScreen account, requests the bring-your-own setup).
- SPOTIO CX configures the account on the SalesScreen side, including license allocation and account ownership.
- SPOTIO admin connects the integration via Settings → Integrations → Sales Screen, sets up data syncs (mapping the five SPOTIO triggers to Activity Types in SalesScreen), and configures field mappings and Selective Sync conditions.
- Users are automatically provisioned as they accept their SPOTIO invites; activity data flows from day one.
Who this serves
This is built for the SPOTIO customer profiles where rep engagement and activity volume drive the business:
- Volume-over-context D2D motions (Trinity, Purelight, similar) — gamification is the difference between a 60-door day and a 100-door day.
- Setter-closer models — setters thrive on visible competition; closers benefit from a clear feed of which setters are producing.
- Multi-team / multi-territory orgs — territory-scoped leaderboards drive healthy competition without unfair cross-region comparisons.
Why this is mission critical
SPOTIO already wins on field execution. The gap was the layer between "rep does the work" and "rep wants to do more work." SalesScreen is the proven gamification platform in this space — and by bringing it inside the SPOTIO purchase, setup, and admin experience, we collapse a two-vendor, two-system reality into one unified field sales motion. For customers who measure success in activity volume and rep retention, this is the difference between "good tools" and "a system reps actually engage with."