Salesbuildr is currently a pilot integration. The pilot establishes and validates the API connection; quote, opportunity, and product reporting features build on this connection as they become available. If the integration is not available in Settings > Integrations, contact support@msportal.ai.
Prerequisites
- Salesbuildr administrator access
- Your Salesbuildr account URL
- MSPortal.ai integration management permission
Create a Salesbuildr API Key
1
Open API settings
In Salesbuildr, go to Settings > Integrations > API Key.
2
Create the key
Create an API key for MSPortal and copy it to a secure location.
3
Copy the account URL
Note the HTTPS URL you use to access the Salesbuildr account.
Connect in MSPortal
1
Open the setup page
In MSPortal, go to Settings > Integrations, find Salesbuildr, and click Configure.
2
Enter the connection details
Enter the API key and Account URL.
3
Test the connection
Click Test Connection. MSPortal verifies the API key and reports the number of accessible companies when available.
4
Save the connection
Click Connect after the test succeeds. The API key is stored securely in Vault.
Managing the Connection
- Reopen Configure to test or replace the API key and account URL.
- Removing the integration deletes its stored connection from MSPortal and does not change data in Salesbuildr.
- Users without integration management permission can review the connection but cannot change its credentials.
Troubleshooting
Related Resources
Quotes
Learn how MSPortal presents quote data
Integrations Overview
Manage all MSPortal integrations