> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesask.com/llms.txt
> Use this file to discover all available pages before exploring further.

# LeadPerfection

> Connect LeadPerfection to add notes to Issued Leads and pull sales appointments.

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.

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

## Connect in Sales Ask

1. Go to **Settings → Integrations** and search for **LeadPerfection**.
2. Paste the Username, Password, and App Key.
3. Choose organization-wide or per-team, then enter the Client ID for the organization or each team.
4. Choose a [matching method](/integrations/overview#matching-method) and click **Save**.


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