Purpose
The mySalesman Integration automatically imports budget quotes from mySalesman as leads or quotes in TRUE. This integration connects your mySalesman account to sync customer information, budget details, and line items directly into your system, streamlining the sales workflow for residential and service contractors.
⚡ Recent System Update: This integration has been refactored to support the latest version of mySalesman with enhanced functionality including quote creation with line items, stage mapping, and high/low estimate selection. This integration is available for users on TRUE version 20.1.12 and beyond.
Setup & Configuration
Configure your mySalesman integration to automatically import budget quotes as leads or quotes
The mySalesman integration settings are located in Company Preferences under the Integrations section. You will need your mySalesman API Subscription Key to complete the configuration. The integration script runs automatically every 15 minutes to check for new submissions.
Follow these steps to access the mySalesman integration configuration page in TRUE.
- Click the Gear icon in the upper right corner
- Select Company Preferences
- Navigate to the Integrations section
- Select mySalesman from the list
Note: You must have administrator permissions to access Company Preferences and configure integrations.
The API Subscription Key authenticates the connection between TRUE and your mySalesman account.
What it does:
This key allows TRUE to securely access your mySalesman budget quotes and automatically import them into the system.
How to obtain your API key:
- Log in to your mySalesman account at https://mybudgetquote.xyz/
- Click the myBusiness tab at the top
- Select Integrations
- Click Open API
- Copy the API Subscription Key and paste it into TRUE's integration settings
Warning: Keep your API key secure and do not share it publicly. This key provides access to your mySalesman data.
Checkbox toggle: Controls whether mySalesman status values automatically update the stage field in TRUE.
- All imported records are assigned stage: "mySalesman"
- Stage remains static and does not update with status changes
- Use this if you manually manage stages in TRUE
- Lead or quote stage automatically updates based on mySalesman status
- Status values map to corresponding stages in TRUE
- Updates occur during each 15-minute sync cycle
- Use this for automated workflow tracking
Tip: Verify your TRUE stages match mySalesman status values before enabling. Lead stages are configured in Company Preferences, quote stages are managed in the Categories module.
Checkbox toggle: Controls whether the integration creates activity log entries for imported records.
Activity Log Includes:
- Timestamp: Submission date and time from mySalesman
- Contact Details: First name, last name, best time to contact
- Budget Summary: Numbered list of all product types
- System note indicating mySalesman import
Note: Activity logs appear in the lead or quote record's activity history for complete audit tracking.
Checkbox toggle: Controls whether submissions create leads or quotes with line items.
- All submissions create Lead records
- Contact record is created and flagged as a lead
- Budget data is stored but not converted to quote line items
- Best for early-stage prospects requiring qualification
- Submissions with budget data create Quote records with line items
- Contact record is created and flagged as a lead
- Client record is created and related to the quote
- Budget items convert to formatted quote line items
- System calculates markup and margin automatically
- If NO budget data exists, creates lead instead
- Best for qualified prospects ready for formal quotes
| Quote Field | mySalesman Data Source |
|---|---|
| Product/Service | "{Measurement} {Type}" - Combined measurement and product type |
| Notes | "{description} - {subDescription}" - Item details |
| Unit Cost | "{subTotal}" - Subtotal from budget item |
| Sell Price | "lowEstimate" or "highEstimate" (see High Estimate setting) |
Tip: Enable this setting if your mySalesman workflow generates detailed budget information that you want to convert directly into quotes.
Conditional checkbox toggle: Only appears when "Create as Quote" is enabled. Selects which pricing level to use for quote line items.
- Used when "High Estimate" checkbox is unchecked
- Populates "Sell Price" with mySalesman "lowEstimate" value
- System automatically calculates markup and margin
- Best for competitive pricing or budget-conscious projects
- Used when "High Estimate" checkbox is enabled
- Populates "Sell Price" with mySalesman "highEstimate" value
- System automatically calculates markup and margin
- Best for premium pricing or complex projects
Note: Review your mySalesman pricing structure and determine which estimate level aligns with your standard quoting practices.
Note: The integration script runs every 15 minutes on a controller schedule. The first time it runs with a valid API key, it will pull all submissions from 12:00 AM of the current day forward. Subsequent runs check for submissions created after the last check.
Frequently Asked Questions
Common questions about configuring and using the mySalesman integration
Setup & Configuration
Your API Subscription Key is available in your mySalesman account dashboard and is required to authenticate the integration with TRUE.
Steps to Locate API Key:
- Log in to your mySalesman account at https://mybudgetquote.xyz/
- Click the myBusiness tab at the top of the page
- Select Integrations from the menu
- Click Open API
- Copy your API Subscription Key and paste it into TRUE's integration settings
Note: Keep your API key secure and do not share it publicly. This key provides access to your mySalesman data and allows TRUE to sync budget quotes automatically.
The integration imports contact details, address information, and budget data including line items with pricing.
- Contact name (first and last name)
- Company name
- Phone number
- Email address
- Best time to contact
- Product/service type and measurement
- Item descriptions and sub-descriptions
- Unit costs and subtotals
- Low estimate pricing
- High estimate pricing (if "High Estimate" setting enabled)
- Submission timestamp (created date)
- Contact details formatted for activity note
- Complete list of product types from budget items
The integration runs automatically on a controller schedule to check for new mySalesman submissions.
Sync Schedule:
- Frequency: Every 15 minutes
- First Run: When API key is first added, pulls all submissions from 12:00 AM of current day
- Subsequent Runs: Checks for submissions created after the last sync
- Automatic processing with no manual intervention required
Tip: New submissions from mySalesman will appear in TRUE within 15 minutes of submission. There is no need to manually trigger the sync.
Lead & Quote Creation
The "Create as Quote" setting determines whether mySalesman submissions create leads or quotes in TRUE.
- All submissions create Lead records
- Contact record is created and flagged as a lead
- Budget information is stored but not converted to quote line items
- Appropriate for early-stage prospects requiring qualification
- Submissions with budget data create Quote records with line items
- Contact record is created and flagged as a lead
- Client record is created and related to the quote
- Budget items convert to quote line items with pricing
- If NO budget information exists, falls back to creating a lead
- Appropriate for qualified prospects ready for formal quotes
Note: Enable "Create as Quote" if your mySalesman workflow generates detailed budget information that you want to immediately convert into pricing quotes for clients.
When "Create as Quote" is enabled, you can select which estimate level from mySalesman populates the quote line item pricing in TRUE.
- Used when "High Estimate" checkbox is unchecked or not selected
- Populates quote line item "Sell Price" with mySalesman "lowEstimate" value
- System automatically calculates markup and margin
- Appropriate for competitive pricing or budget-conscious projects
- Used when "High Estimate" checkbox is enabled
- Populates quote line item "Sell Price" with mySalesman "highEstimate" value
- System automatically calculates markup and margin
- Appropriate for premium pricing or complex projects
- Navigate to Company Preferences → Integrations → mySalesman
- Enable Create as Quote checkbox
- Check High Estimate to use high pricing, or leave unchecked for low pricing
- Click Save
Tip: Review your mySalesman pricing structure and determine which estimate level aligns with your standard quoting practices before enabling the integration.
When "Create as Quote" is enabled, budget items from mySalesman are converted into quote line items with specific field mappings.
Line Item Field Mapping:
| Quote Field | mySalesman Data Source |
|---|---|
| Product/Service | "{Measurement} {Type}" - Combined measurement and product type |
| Notes | "{description} - {subDescription}" - Item description with sub-description |
| Unit Cost | "{subTotal}" - Subtotal from mySalesman budget item |
| Sell Price | "lowEstimate" or "highEstimate" depending on setting |
Example Line Item:
- Product/Service: "50 sqft Vinyl Fencing"
- Notes: "6ft Privacy Fence - White PVC Material"
- Unit Cost: $1,200.00
- Sell Price: $1,800.00 (low estimate) or $2,200.00 (high estimate)
Note: The system automatically calculates markup and margin for each line item based on the unit cost and sell price. This ensures accurate profitability tracking from the initial quote.
Stage Mapping & Activity Logs
The "Map Status to Stage" setting determines whether mySalesman status updates automatically update the stage field in TRUE leads or quotes.
- All imported records set to stage: "mySalesman"
- Stage remains static and does not update with mySalesman status changes
- Appropriate if you manually manage stages in TRUE
- Lead or quote stage automatically updates based on mySalesman status
- Status from mySalesman maps to corresponding stage in TRUE
- Stage updates occur during each 15-minute sync cycle
- Appropriate for automated workflow tracking
- Navigate to Company Preferences → Integrations → mySalesman
- Check Map Status to Stage to enable automatic mapping
- Verify lead stages in Company Preferences and quote stages in Categories module match mySalesman status values
- Click Save
Tip: Before enabling stage mapping, review stage configurations. Lead stages are in Company Preferences, quote stages are in the Categories module.
When "Create Activity Log" is enabled, the integration creates a formatted activity entry with contact and budget summary information.
- Timestamp: Submission date and time from mySalesman
- Contact Information: First name, last name, best time to contact
- Budget Items: Complete numbered list of all product types from budget
- System-generated activity note indicating mySalesman import
- Navigate to Company Preferences → Integrations → mySalesman
- Check Create Activity Log
- Click Save
Note: Activity logs appear in the lead or quote record's activity history, providing a complete audit trail of when and how the record was imported from mySalesman.
Troubleshooting
mySalesman uses Gmail to facilitate initial setup and testing of the integration. TRUE Support creates a dedicated Gmail account for your company's integration.
Setup Process:
- TRUE Support creates a Gmail account specifically for your mySalesman integration
- You receive the Gmail address from TRUE Support
- Contact mySalesman and provide them with this Gmail address
- mySalesman configures their system to send submissions to TRUE via this email
- Once configured, obtain your API Subscription Key and enter it in TRUE
Note: If you change the Gmail address in mySalesman without notifying TRUE Support, submissions may stop appearing. Always coordinate email changes with both TRUE Support and mySalesman.
If all imported leads are receiving an "Out of Area" attribute, this is typically a configuration issue in mySalesman or TRUE.
Possible Causes:
- mySalesman is sending a default "area" value that matches your "Out of Area" attribute
- The service area mapping in mySalesman isn't configured to match TRUE's territories
- TRUE's lead attributes don't have matching values for mySalesman's area codes
Solution:
- Review your mySalesman service area configuration
- Ensure TRUE has lead attributes that match mySalesman's area values
- Contact TRUE Support if you need help mapping area values correctly
If clicking a mySalesman alert doesn't take you to the corresponding Lead record, try these steps.
Troubleshooting Steps:
- Refresh your browser and try clicking the alert again
- Navigate manually to the Leads module and search for the contact name
- Check the Activity Log for the timestamp to find the correct lead
- Clear your browser cache if navigation issues persist
Tip: If this happens frequently, report the specific Alert ID to TRUE Support for investigation.
If submissions are not importing, verify your API key configuration and integration settings.
- Navigate to Company Preferences → Integrations → mySalesman
- Verify your API Subscription Key is entered correctly
- Ensure there are no extra spaces or characters
- Log in to mySalesman and verify the key is still active
- Copy and re-paste the key if needed
- Integration runs every 15 minutes
- Wait at least 15 minutes after mySalesman submission
- First run after setup pulls submissions from 12:00 AM current day
- Older submissions may need manual entry
- Verify "Create as Quote" setting matches your workflow
- If creating quotes, ensure budget data exists in mySalesman
- Check that stage mapping is configured correctly if enabled
- Verify TRUE has appropriate stages configured
Note: If you continue to experience issues after verifying these settings, contact TRUE support at support@constructtrue.com with your API key configuration details.
Clients using the previous version of the mySalesman integration need to reconfigure their settings to use the new enhanced functionality.
Update Process:
- Navigate to Company Preferences → Integrations → mySalesman
- Re-enter your API Subscription Key (even if already configured)
- Configure new settings: Map Status to Stage, Create Activity Log, Create as Quote
- Select High Estimate if using quote creation and high pricing
- Click Save
What Changed:
- Enhanced Quote Creation: Now creates quotes with formatted line items including product descriptions and pricing
- Stage Mapping: Automatic stage updates based on mySalesman status
- Activity Logging: Formatted activity entries with budget summaries
- Estimate Selection: Choose between high and low estimate pricing
- Client record creation for quote workflow
Tip: The enhanced integration runs on the same 15-minute schedule and requires no changes to your mySalesman account configuration.