AccuLynx

Sales Ask posts call notes and AI summaries as a message on the matched Job, and pulls your Jobs and their scheduled appointments.

What Sales Ask uses in AccuLynx

Object	How Sales Ask uses it
Jobs	Reads recent Prospect and Lead Jobs to match calls and sync value and milestone; finds nearby Jobs for Homeplans
Job Messages	Posts the summary, notes, and recording link as a message on the Job
Calendar Appointments	Reads the rep’s appointments from their AccuLynx calendar
Estimates	Reads the primary Estimate for deal value and Homeplan pricing
Job Financials	Reads the approved job value for Homeplan pricing
Contacts	Reads the Job’s primary Contact for the client’s name and email
Milestones	Reads your workflow milestones so you can map them to open, won, or lost
Company Settings	Reads company settings to check your API key when you connect

You can use one key for the whole organization, or a separate key for each Sales Ask team. Each AccuLynx location needs its own key.

Log in to AccuLynx as a Location or Company Administrator.
Open Account Settings → API, or go to my.acculynx.com/market/addons/app-connections.
Create a dedicated API key and name it Sales Ask.
Copy the key.

If you don’t see the API page, an AccuLynx administrator needs to create the key.