Zuper - Sales Ask

Sales Ask posts call notes and AI summaries as a Note on the matched Job, and pulls your Jobs with their statuses and upcoming appointments.

What Sales Ask uses in Zuper

Object	How Sales Ask uses it
Jobs	Reads Jobs to match calls and sync status; finds nearby jobs for Homeplans
Job Notes	Adds the summary and recording link as a note on the Job
Appointments	Reads upcoming Appointments, or the Job’s schedule if Appointments is off
Quotes	Reads Quotes and Proposals for deal value, Homeplan pricing, and the approval link
Job Categories and Statuses	Reads your Job statuses so you can map them to open, won, or lost
Job Gallery	Imports Job photos into Homeplans, skipping internal-only photos
Users	Matches reps to active Zuper users by email

What you need

API Key
Company Name (your Zuper login company name)

Get your API key

A Zuper admin should create the key. Zuper keys inherit the permissions of the user who creates them, so a key from a limited user returns only that user’s jobs.

In Zuper, go to Settings → Developer Hub → API Keys → New API Key.
Name it Sales Ask and leave Read-only unchecked.
Create the key and copy it.
Note your company login name: the name you enter to sign in, which also appears in your Zuper URL. This is not your company’s display name.

Don’t create a read-only key. Sales Ask writes call notes back to Zuper jobs. A read-only key connects successfully but never writes notes.

Connect in Sales Ask

Go to Settings → Integrations and search for Zuper.
Paste the API key and the Company Name.
Choose a matching method and click Save.

Check the connection

Open a recording and open the CRM job picker. It should list your Zuper jobs. If the connection fails, check the Company Name. It selects your Zuper region, so a display name or typo fails the connection.