ServiceMinder - Sales Ask

Sales Ask adds a note to the matched Contact, and pulls Contacts, their Appointments, and Proposals.

What Sales Ask uses in ServiceMinder

Object	How Sales Ask uses it
Contacts	Reads Contacts to match calls
Appointments	Reads the rep’s upcoming Appointments
Proposals	Reads the Proposal’s name and subtotal for deal value
Notes	Adds a note to the matched Contact
Users and Service Agents	Matches reps to Users or Service Agents by email

What you need

API Key

You can use one key for the whole organization, or a separate key for each Sales Ask team, for example when each franchise has its own ServiceMinder account. In per-team mode you can also enter each team’s ServiceMinder Organization ID.

Get your API key

Log in to ServiceMinder as an Admin.
Go to Control Panel → API Keys.
Copy the API key. If you don’t see one, request it from ServiceMinder support.

Connect in Sales Ask

Go to Settings → Integrations and search for ServiceMinder.
Choose organization-wide or per-team, then paste the key for the organization or each team.
Choose a matching method and click Save.