mySalesman Integration

We’re excited to announce that an integration with mySalesman is now live in Contractor Accelerator!

👉 Ready to explore mySalesman?
Schedule a 15-minute demo or contact their team directly at info@mysalesman.com or (402) 260-5185 to learn how it can streamline your sales process.

What is mySalesman?

mySalesman is the fence industry's leading online lead qualification tool, designed to help contractors pre-qualify customers before the first call. This upcoming integration will allow Contractor Accelerator users to connect their mySalesman account directly into the CRM, streamlining your sales process and keeping all your leads in one place.

Why mySalesman?

mySalesman gives homeowners an interactive way to explore pricing options and submit detailed project requests through your website — all without you having to lift a finger. With the recent launch of mySalesman 3.0, they’ve added several powerful features to improve both the contractor and customer experience:

🚀 What’s New in mySalesman 3.0:

• All-new user interface for a cleaner, faster customer experience

• Branded estimate emails featuring your company’s name and logo

• High-resolution catalog photos for a more professional presentation

• Improved authentication via Office365 or secure login codes (no more shared admin passwords!)

• Google Analytics & Tag Manager integration for better data tracking

• Street & Satellite View via Google Maps for improved job site visualization

If you’re already using mySalesman, you’ll be ready to connect as soon as the integration goes live. If you’re not using it yet, now is a great time to check it out and get ahead of the curve.

How to Get Started with mySalesman

You can reach out to their team for questions or to schedule a personal walkthrough:

• 📅 Schedule a Demo

• 📧 Email: info@mysalesman.com

• 📞 Phone: (402) 260-5185

• 🌐 Website: https://cxlratr.to/mysalesman

Connecting mySalesman to Contractor Accelerator

Once your mySalesman account is ready, follow these steps to connect it to Contractor Accelerator and manage your leads in one place.

Setup Steps 

1. In Contractor Accelerator, go to Company Profile → Integrations → mySalesman → Settings.

2. Enable the feature to activate the connection.

3. In your mySalesman account, go to myBusiness → Integrations and copy your OpenAPI Primary Key.

4. Paste the key into the "mySalesman API Key" field in Contractor Accelerator.

5. Assign a user to receive notifications when new leads are pushed into Contractor Accelerator.

6. Turn on Include Dropoffs if you want leads who didn’t finish the mySalesman process to be included in the push to Contractor Accelerator, or leave it off if you do not want them included.

7. Keep Send Lead Emails off if you do not want the lead email from the Contractor Accelerator system to be sent to the homeowner, or turn it on if you do want the lead email to be sent. Note: mySalesman is automatically sending a confirmation email to the customer as well.  (turn off to prevent duplicate emails). This setting does not control lead emails for leads from other sources/origins such as manual entry, Contact Us web forms, etc. - This setting is ONLY for mySalesman leads.) 

8. Click Save.

How It Works

When a homeowner clicks the mySalesman link on your website and completes the process, their lead information will automatically appear in Contractor Accelerator's Leads system (CRM → Leads.)

• If Include Dropoffs is turned on in the integration settings, incomplete leads will also appear in your Leads list.

• The assigned internal user will receive both email and in-app notifications (depending on their notification preferences).

• Homeowners receive an email from mySalesman by default, and (depending on your settings) may also get an email from Contractor Accelerator.

You can then work the lead as usual: reassign, convert, or close it. Duplicate leads (for homeowners who complete multiple mySalesman journeys) are automatically flagged as possible duplicates.

To manage duplicates:

• Open the lead you want to keep, download the file and notes from the duplicates, and upload them into the correct record.

• Click the three dots next to each duplicate lead you want to remove and select Delete. 

Watch the launch video below to see Jen and Amanda answer questions and walk through a live demo of how it works.