Sales Ask appends call notes and AI summaries to the matched Project’s notes, and pulls the scheduled appointments of each Project that ProLine sends to Sales Ask.
What Sales Ask uses in ProLine
What you need
- Partner Token (shared across your organization)
- Company Token
You can use one Company Token for the whole organization, or a separate Company Token for each Sales Ask team when each team or franchise has its own ProLine company account.
Get your credentials
- Contact Sales Ask support to request a Partner Token.
- Get your Company Token from ProLine. For per-team setup, get the Company Token for each team’s ProLine account.
Connect in Sales Ask
- Go to Settings → Integrations and search for ProLine.
- Paste the Partner Token.
- Choose organization-wide or per-team, then paste the Company Token for the organization or each team.
- Choose a matching method and click Save.
Set up project webhooks
ProLine must also send project webhooks to Sales Ask. Without them, the integration shows as connected but no appointments appear.
