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Sales Ask adds a comment to the matched Job, or to its Customer when no Job is linked, and pulls Jobs, Customers, and their scheduled visits.

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What Sales Ask uses in FieldPulse

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What you need

  • API Key from FieldPulse

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Get your API key

FieldPulse issues API keys through its support team.
  1. Email support@fieldpulse.com from your FieldPulse admin account and ask for an API key for Sales Ask.
  2. Copy the key when FieldPulse sends it, and keep it somewhere safe.

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Connect in Sales Ask

  1. Go to Settings → Integrations and search for FieldPulse.
  2. Paste the API key.
  3. Choose a matching method and click Save.
  4. Map your FieldPulse Job statuses to open, won, or lost, so deals update as Jobs move through your workflow.

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How reps are matched

Each rep’s Sales Ask email must match the email of their FieldPulse user. A rep sees the Jobs they’re assigned to for the next 7 days.

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Where comments appear

Sales Ask adds the call summary as a comment on the Job linked to the recording, or on the Customer when the recording is linked to a Customer. A summary longer than FieldPulse’s 4,000-character comment limit is posted as numbered parts, in order.