Sales Ask logs a Call activity on the matched Opportunity, and pulls Meetings with their client details, and Projects.
What Sales Ask uses in BuilderPrime
What you need
Get your credentials
- Find your BuilderPrime URL, for example
acme.builderprime.com. The Subdomain Prefix is the part before .builderprime.com (here, acme).
- In BuilderPrime, go to Admin → Integrations → Open API.
- Click Generate New API Key and name it
Sales Ask.
- Copy the Secret Key.
BuilderPrime shows the key only once. Save it before you close the page.
BuilderPrime calls this value the Secret Key. Enter it in the API Key field in Sales Ask.
Connect in Sales Ask
- Go to Settings → Integrations and search for BuilderPrime.
- Paste the Subdomain Prefix and the API Key.
- Choose a matching method and click Save.