SalesBuildr

SalesBuildr + Konnectify

SalesBuildr Integration with Konnectify

Connect SalesBuildr (CRM + quoting automation for MSPs) to Konnectify to sync companies, contacts, products, and pricing books—and automate quote-driven workflows across your sales operations.

Quotes Contacts Companies Products Pricing Books 1 Trigger 15 Actions

ON THIS PAGE

→ What is SalesBuildr? → API & Authentication → How to connect → Triggers (1) → Actions (15) → Popular automations → FAQ

What is SalesBuildr?

SalesBuildr is a CRM and quoting automation platform designed for MSPs to manage customers, contacts, product catalogs, pricing books, and quotes in one place. Integrating SalesBuildr with Konnectify helps you keep your sales data consistent across systems and automatically react to new quotes with downstream updates, notifications, or enrichment.

New to SalesBuildr?

Set up your SalesBuildr workspace and generate your API key before connecting to Konnectify.

Visit SalesBuildr →

New to Konnectify?

Create your Konnectify account to build workflows that connect SalesBuildr with your other tools.

What you can automate

React to newly created quotes in SalesBuildr
Look up quote details by Quote ID for approvals or invoicing
Create or update company records (including addresses)
Create or update contacts and associate them with companies
Sync product catalog changes (create/update/delete products)
Manage pricing books and company-to-pricing mappings

API & Authentication

Authentication: API Key (credentials)

Konnectify connects to SalesBuildr using an API Key and a Base URL. You’ll paste these values when creating the SalesBuildr connection in Konnectify. Keep your API key secure and rotate it if it’s ever exposed.

Connection fields

API Key: Your SalesBuildr API key
Base URL: Example: https://api.salesbuildr.com

What the integration can do

Read quotes, companies, contacts, products, and pricing books
Create & update companies, contacts, products, and pricing books
Delete contacts (by external ID), companies, and products

Rate limits & plan notes SalesBuildr API limits and feature availability can vary by plan and environment. If you see intermittent failures, reduce polling frequency, add retry/backoff in your workflow, and confirm your account has API access.

API documentation: SalesBuildr developer resources (if your team has an internal API docs link, use that for the most accurate endpoints and limits).

How to connect SalesBuildr to Konnectify

Prerequisites

An active SalesBuildr account with API access
Your SalesBuildr API Key
The correct Base URL for your SalesBuildr API environment
A Konnectify account and permission to create Connections and Workflows

Add SalesBuildr to a Workflow

In Konnectify, create a new Workflow (or open an existing one).
Select SalesBuildr as your trigger app or action app.

Authorize via API Key

When prompted, create a new SalesBuildr Connection.
Enter your API Key and Base URL.
Save the connection.

Configure the Trigger or Action

Choose the SalesBuildr event (trigger) or operation (action) you want.
Fill in required fields (IDs, external IDs, and record details as needed).
Map fields from prior steps (e.g., use a Quote ID from the trigger).

Important For “Find” or “Delete” steps, make sure you are providing the correct identifier type (ID vs External ID). If your workflow relies on External IDs, standardize how you set them across systems to avoid mismatches.

Test the Workflow

Run a test using known sample data (e.g., a Quote ID that exists).
Verify the output fields and record changes in SalesBuildr.

Activate the Workflow

Turn the workflow on.
Monitor the run history for a few cycles to confirm steady performance.

Triggers 1

This integration includes 1 trigger. Triggers run via polling, meaning Konnectify checks SalesBuildr on an interval and detects new data since the last run.

Quotes 1 triggers

New Quote Created

Polls the SalesBuildr API to detect newly created quotes since the last run.

Actions 15

Use SalesBuildr actions to look up records, create and update CRM objects, manage pricing books, and maintain your product catalog.

Quotes 1 actions

Find Quote

Retrieves quote details from SalesBuildr using the provided Quote ID.

Contacts 4 actions

Find Contact

Retrieves contact details from SalesBuildr using either the Contact ID or the Contact External ID.

Create Contact

Creates a new contact record in SalesBuildr, including name, email, phone, company association, and active status.

Update Contact

Updates an existing contact record in SalesBuildr, allowing changes to name, phone, email, company association, and active status.

Delete Contact (by External ID)

Deletes a contact from SalesBuildr using its external contact ID.

Companies 4 actions

Find Company

Retrieves company details from SalesBuildr using either the Company ID or Company External ID.

Create Company

Creates a new company record in SalesBuildr, including address, delivery address, account manager, and other company details.

Update Company

Updates an existing company record in SalesBuildr using its Company ID, including address, delivery address, and other company details.

Delete Company

Deletes a company from SalesBuildr using its Company ID or External Company ID.

Products 4 actions

Find Product

Retrieves product details from SalesBuildr using either the Product ID or the Product External ID.

Create Product

Creates a new product with price, cost, SKU, and metadata.

Update Product

Updates an existing SalesBuildr product record.

Delete Product

Deletes a product permanently from SalesBuildr.

Pricing Books 2 actions

Find Pricing Book

Retrieves pricing book details from SalesBuildr using the provided Pricing Book ID.

Create Pricing Book

Creates a new pricing book in SalesBuildr with associated companies and multiple product price configurations.

Update Pricing Book

Updates an existing pricing book in SalesBuildr, including company mappings and product pricing details.

Popular automations

Enrich a new quote with full details

When a quote is created, fetch the full quote payload by Quote ID to drive approvals, handoffs, or downstream processes.

New Quote Created → Find Quote

Auto-create a company for new quoting activity

When quoting starts for a new customer, create the company record in SalesBuildr and keep addresses and account ownership consistent.

New Quote Created → Create Company → Update Company

Ensure the primary contact exists for quoting

Look up a contact by ID or External ID; if it doesn’t exist, create it (and optionally update fields when it does).

New Quote Created → Find Contact → Create Contact

Keep product catalog and pricing books aligned

When you introduce a product (or detect it’s missing), create/update it in SalesBuildr and then update the relevant pricing book to reflect the correct pricing for mapped companies.

New Quote Created → Find Product → Update Pricing Book

FAQ

How does Konnectify authenticate with SalesBuildr?

SalesBuildr uses API Key authentication in this integration. You provide an API Key and Base URL when creating the connection in Konnectify.

Which SalesBuildr plans are supported?

Any SalesBuildr plan that provides API access should work. If your account cannot generate an API key or an endpoint returns authorization errors, confirm API availability and permissions with your SalesBuildr admin.

How does the “New Quote Created” trigger work?

It’s a polling trigger. Konnectify queries SalesBuildr at a set interval and returns quotes created since the previous successful run (using a cursor to avoid reprocessing).

How do I prevent duplicates when creating companies or contacts?

This connector doesn’t include a dedicated “upsert” action. To prevent duplicates, use a Find Company / Find Contact step first (preferably using External ID where available), then branch: Create only if no record is found; otherwise Update.

What happens if we hit API rate limits?

If SalesBuildr throttles requests, you may see temporary failures. Reduce trigger polling frequency, avoid unnecessary “Find” calls, and add retry/backoff patterns in your workflow where appropriate. Also confirm the rate limit policy for your SalesBuildr plan.

Can I connect multiple SalesBuildr accounts?

Yes. Create a separate Konnectify Connection for each SalesBuildr account (each with its own API key and base URL), then select the desired connection per workflow step.

When should I use IDs vs External IDs (and what gets deleted)?

Use IDs when you have SalesBuildr’s native record identifiers. Use External IDswhen you want stable cross-system matching (recommended for sync workflows). Deletions are permanent for:

Delete Contact (by External ID) — deletes the contact matched by external ID
Delete Company — deletes a company by ID or external ID
Delete Product — permanently removes the product

Test carefully in a sandbox environment before enabling delete steps in production.

Ready to automate your SalesBuildr workflows?

Connect SalesBuildr to Konnectify to keep CRM, quotes, products, and pricing in sync—end to end.

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