SalesBuildr + Konnectify

Learn how to integrate and use SalesBuildr with Konnectify to automate quote management, contact synchronization, product updates, pricing configurations, and company data workflows across your business applications.

What is SalesBuildr?

SalesBuildr is a cloud-based sales automation and quoting platform that helps businesses manage quotes, contacts, companies, pricing books, and products efficiently. It enables sales teams to create structured quotes, manage pricing configurations, maintain product catalogs, and streamline customer data management from a centralized system.

Why integrate via Konnectify?

By integrating SalesBuildr with Konnectify, you can automate sales workflows and eliminate repetitive manual processes without writing code.

Konnectify allows SalesBuildr to connect with your CRM, marketing tools, ERP systems, finance platforms, and internal applications so that quotes, contact records, product updates, pricing books, and company data flow automatically between systems.

This ensures faster quote processing, accurate product and pricing management, improved sales collaboration, and consistent business data across all connected systems.

What You Can Do with SalesBuildr in Konnectify?

When SalesBuildr is connected to Konnectify, you can build powerful automations such as:

• Automatically sync new quotes to CRM or accounting systems
• Create or update contacts and companies automatically from external apps
• Maintain real-time product catalog synchronization
• Manage pricing books and pricing rules across systems
• Trigger notifications when new quotes are created
• Sync company and contact updates with marketing platforms
• Automatically delete or update outdated records
• Maintain centralized reporting by pushing SalesBuildr data to spreadsheets or databases

These automations help reduce manual sales workload, improve quote turnaround time, and ensure pricing and customer data consistency across all connected systems.

Konnectify uses the SalesBuildr API to securely interact with your SalesBuildr account. The API allows external platforms to create, read, update, and manage quotes, contacts, companies, products, and pricing books programmatically.

• Retrieve quote details
• Create, update, or delete contacts
• Create, update, or delete companies
• Manage pricing books and pricing configurations
• Create, update, or delete products
• Sync structured sales data across platforms

SalesBuildr supports secure API authentication using API keys or OAuth credentials depending on your account configuration.

You will need valid API credentials while creating the connection in Konnectify.

• API access depends on your SalesBuildr subscription plan
• Required fields must be provided when creating contacts, companies, products, or pricing books
• Rate limits may apply based on your SalesBuildr account
• External IDs can be used for synchronization and safe record management
• Deleting records may be permanent and cannot be undone

For detailed API references, request parameters, and response examples, refer to the official SalesBuildr API documentation.

Before creating the workflow, ensure you have:

• A valid SalesBuildr account
• API credentials (API key or OAuth token)
• Access to the Konnectify platform
• Required permissions to access and manage SalesBuildr data
• Permission to create and manage connections in Konnectify

Step 1: Connect SalesBuildr in Konnectify

1. Log in to Konnectify
2. Click New on the top-right corner and select Connections
3. Select SalesBuildr
4. Enter the required details:
   • Connection Name
     Enter a recognizable name for your connection.
     
     Example: My SalesBuildr Connection
   • API Key
     Enter your SalesBuildr API Key.
     You can generate or retrieve this from your SalesBuildr account settings.
   • Base URL
     Enter the SalesBuildr API base URL.
     Example: https://api.salesbuildr.com
5. Click Create Connection

Step 2: Create a New Konnector

1. Click New on the top-right corner and select Konnectors
2. Choose a trigger app (for example: Webhook, CRM, or SalesBuildr)
3. Select the required trigger event (for example: New Quote Created)
4. Choose the SalesBuildr connection you created and click Continue

Step 3: Add and Configure SalesBuildr Action

1. Click Action
2. Select SalesBuildr
3. Choose the required action (for example: Create Contact, Update Company, Find Product)
4. Select the Connection and click Continue
5. Fill all mandatory fields such as:
   • Contact Name
   • Email
   • Company ID
   • Product Details
   • Pricing Information

Step 4: Value Mapping and Workflow Testing

• Map dynamic fields from the trigger output
• Use static values only when necessary
• Run the workflow using sample data
• Verify the execution status and response from SalesBuildr

Step 5: Activate Konnector

• Save the Konnector
• Turn the workflow ON
• Perform a real-time test from the trigger source
• Confirm that the data is reflected in SalesBuildr

Automatically Sync New Quotes to CRM

Trigger: New Quote Created • Action: Create or Update Record in CRM

Use case: Automatically push newly created quotes from SalesBuildr into your CRM system for tracking and reporting.

• Improved visibility into sales pipeline
• Reduced manual data entry
• Real-time quote tracking

Automatically Create Contacts from External Apps

Trigger: Event from another app • Action: Create Contact in SalesBuildr

Use case: Create new contacts in SalesBuildr when leads are captured from forms, events, or marketing platforms.

• Centralized contact management
• Faster sales follow-up
• Reduced duplication

Maintain Product Catalog Synchronization

Trigger: Product created or updated in another system • Action: Create or Update Product in SalesBuildr

Use case: Keep your product catalog aligned between ERP, inventory systems, and SalesBuildr.

• Accurate pricing
• Consistent SKU management
• Reduced pricing errors

Manage Pricing Books Automatically

Trigger: Company or pricing update • Action: Create or Update Pricing Book

Use case: Automatically adjust pricing books based on company tiers or contract changes.

• Consistent pricing structures
• Reduced manual configuration
• Improved quote accuracy

Keep Company and Contact Data in Sync

Trigger: Contact or Company updated in CRM • Action: Update Contact or Company in SalesBuildr

Use case: Ensure customer data remains consistent across SalesBuildr and external platforms.

• Accurate customer records
• Better reporting
• Improved collaboration between teams

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