Salesmate

Sales Ask adds a note to the matched Deal, or to the Contact when there’s no Deal, and pulls Deals, Contacts, and their upcoming activities.

What Sales Ask uses in Salesmate

Object	How Sales Ask uses it
Activities	Reads the rep’s Activities due in the next 7 days to show their appointments
Deals	Reads Deals to match calls and sync value and status
Contacts	Reads Contacts’ address, email, and phone
Notes	Adds a note to the Deal, or the Contact if there’s no Deal
Users	Matches reps to active Salesmate users by email

Use a Salesmate user who can see every rep’s deals, contacts, and activities. Records the user can’t see are treated as missing.

Salesmate lists several keys on this page. Use the Session Key. The Access Key belongs to an older Salesmate API and is rejected.

Go to Settings → Integrations and search for Salesmate.
Paste the Session Key.
Enter your Account Link Name: the address you use to open Salesmate, such as yourcompany.salesmate.io. You can also enter just yourcompany.
Choose a matching method and click Save.

Each rep’s Sales Ask email must match the email of an active Salesmate user.