LeadPerfection - Sales Ask

Sales Ask adds notes to the matched Issued Lead, or to the Prospect when there’s no Issued Lead, and pulls sales appointments with their customer details.

What Sales Ask uses in LeadPerfection

Object	How Sales Ask uses it
Sales Appointments	Reads Sales Appointments for the rep’s appointments, customer details, status, and amount
Issued Leads	Adds the summary as a note on the Issued Lead
Prospects	Adds the note to the Prospect instead when there’s no Issued Lead
Employees	Matches reps to Employees by email
Appointment Statuses	Reads appointment statuses so you can map them to open, won, or lost

What you need

Username
Password
App Key
Client ID

The username, password, and App Key are shared across your organization. You can use one Client ID for the whole organization, or a separate Client ID for each Sales Ask team.

Get your credentials

LeadPerfection issues the App Key, so it can’t be created in the LeadPerfection app.

Contact LeadPerfection support or your LeadPerfection administrator.
Request the API Username, Password, App Key, and Client ID.
For per-team setup, request the Client ID for each team.

Connect in Sales Ask

Go to Settings → Integrations and search for LeadPerfection.
Paste the Username, Password, and App Key.
Choose organization-wide or per-team, then enter the Client ID for the organization or each team.
Choose a matching method and click Save.