Integration Provider	Activity	Company	Contact	Lead	Opportunity	Task	User	Other
Accelo		✅	✅			✅
Affinity		✅	✅
AMS360	✅	✅	✅					Policy
Apollo		✅	✅				✅
Applied Epic			✅					Client, Policy
Capsule		✅	✅				✅
Close				✅			✅
Cloze		✅	✅				✅
Commerce7			✅
Copper		✅	✅	✅	✅		✅
Endear						✅		Customer, Note
Freshsales		✅	✅
Hubspot		✅	✅		✅		✅
Insightly		✅	✅	✅			✅
Keap		✅	✅				✅
Microsoft Dynamics 365		✅	✅				✅
Microsoft Dynamics 365 Business Central			✅					Customer
NetHunt	✅	✅	✅	✅	✅	✅	✅
Nimble		✅	✅
Nutshell			✅				✅
Odoo Online	✅	✅	✅	✅	✅	✅	✅
OnePageCRM		✅	✅
Outreach		✅	✅		✅
Pipedrive		✅	✅	✅	✅		✅
PipelineCRM		✅	✅		✅
Pipeliner CRM		✅	✅
Salesflare		✅	✅				✅
Salesforce	✅	✅	✅	✅	✅	✅	✅
Salesforce Sandbox	✅	✅	✅	✅	✅	✅	✅
Salesloft		✅	✅			✅	✅	Call, Note
Sugar Market		✅	✅		✅	✅
Sugar Sell	✅	✅	✅	✅	✅	✅	✅
Teamleader		✅	✅
Teamwork CRM		✅	✅				✅
VTiger	✅	✅	✅	✅	✅	✅	✅
Zendesk Sell				✅			✅
Zoho CRM		✅	✅		✅	✅	✅	Note

Don't see the integration provider or resource you want? Let us know and we will build it out ASAP!

Activity: `crm-activity`

An activity is a company event that occured.

{
  "type": {
    "enum": [
      "CALL",
      "MEETING",
      "EMAIL",
      "NOTE",
      "TASK", 
      "DEADLINE",
      "SEND-LETTER",
      "SEND-QUOTE",
      "OTHER"
    ],
    "title": "Type",
    "type": "string",
    "description": "The type of the activity."
  },
  "title": {
    "title": "Title",
    "type": "string",
    "description": "The title of the activity."
  },
  "description": {
    "title": "Description",
    "type": "string",
    "description": "The description of the activity."
  },
  "timestamp": {
    "title": "Timestamp",
    "type": "string",
    "format": "date-time",
  },
  "user_id": {
    "title": "User ID",
    "type": "string",
    "description": "The unique identifier of the user linked to the activity."
  },
  "contact_id": {
    "title": "Contact ID",
    "type": "string",
    "description": "The unique identifier of the contact linked to the activity."
  },
  "company_id": {
    "title": "Company ID",
    "type": "string",
    "description": "The unique identifier of the company linked to the activity."
  }
}

{
  "type": "CALL",
  "title": "Call with Endgrate",
  "description": "This call contained important information.",
  "timestamp": "2024-01-01 00:00:00",
  "user_id": "XXX",
  "contact_id": "XXX",
  "company_id": "XXX"
}

Company: `crm-company`

A company is an organization that is being tracked.

{
        "address": {
            "title": "Address",
            "type": "object",
            "description": "Primary address of the company",
            "properties": {
              "primary_city": {
                "title": "Primary City",
                "type": "string",
                "description": "The city of the primary address."
              },
              "primary_country": {
                "title": "Primary Country",
                "type": "string",
                "description": "The country of the primary address."
              },
              "primary_postal_code": {
                "title": "Primary Postal Code",
                "type": "string",
                "description": "The postal or ZIP code of the primary address."
              },
              "primary_state": {
                "title": "Primary State",
                "type": "string",
                "description": "The state or region of the primary address."
              },
              "primary_street_1": {
                "title": "Primary Street 1",
                "type": "string",
                "description": "Line 1 of the street for the primary address."
              },
              "primary_street_2": {
                "title": "Primary Street 2",
                "type": "string",
                "description": "Line 2 of the street for the primary address."
              }
        }
        },
        "name": {
            "title": "Company Name",
            "type": "string"
        },
        "description": {
            "title": "Description",
            "type": "string"
        },
        "industry": {
            "title": "Industry",
            "description": "The field or industry that the company operates within.",
            "type": "string"
        },
        "number_of_employees": {
            "title": "Number of Employees",
            "type": "number"
        },
        "company_url": {
            "title": "Company URL",
            "type": "string",
            "format": "uri",
        },
        "owner_id": {
            "title": "Owner ID",
            "type": "string",
            "description": "The unique identifier of the owner (user) linked to the company."
        }
    }

{
  "address": 
  {
    "primary_city": "New York",
    "primary_country": "United States",
    "primary_postal_code": "10036",
    "primary_state": "New York",
    "primary_street_1": "21 W 46th St",
    "primary_street_2": null
  },
  "name": "Endgrate",
  "description": "Simple integrations with 100+ providers",
  "industry": "API Integration",
  "number_of_employees": 50,
  "company_url": "https://endgrate.com"
}

Contact: `crm-contact`

A contact is an individual that is being tracked.

{
  "address": {
    "title": "Address",
    "type": "object",
    "description": "Primary address of the contact",
    "properties": {
      "primary_city": {
        "title": "Primary City",
        "type": "string",
        "description": "The city of the primary address."
      },
      "primary_country": {
        "title": "Primary Country",
        "type": "string",
        "description": "The country of the primary address."
      },
      "primary_postal_code": {
        "title": "Primary Postal Code",
        "type": "string",
        "description": "The postal or ZIP code of the primary address."
      },
      "primary_state": {
        "title": "Primary State",
        "type": "string",
        "description": "The state or region of the primary address."
      },
      "primary_street_1": {
        "title": "Primary Street 1",
        "type": "string",
        "description": "Line 1 of the street for the primary address."
      },
      "primary_street_2": {
        "title": "Primary Street 2",
        "type": "string",
        "description": "Line 2 of the street for the primary address."
      }
    }
  },
  "company": {
    "title": "Company",
    "type": "string"
  },
  "company_url": {
    "title": "Company URL",
    "type": "string",
    "format": "uri",
  },
  "email_address": {
    "format": "email",
    "title": "Email Address",
    "type": "string",
    "description": "Primary email address of the contact"
  },
  "first_name": {
    "title": "First Name",
    "type": "string"
  },
  "last_name": {
    "title": "Last Name",
    "type": "string"
  },
  "title": {
    "title": "Title",
    "type": "string",
  },
  "phone_number": {
    "title": "Phone Number",
    "type": "string",
    "format":"phone",
    "description": "Primary phone number of the contact"
  },
  "owner_id": {
    "title": "Owner ID",
    "type": "string",
    "description": "The unique identifier of the owner (user) linked to the contact."
  }
}

{
  "address":
  {
    "primary_city": "New York",
    "primary_country": "United States",
    "primary_postal_code": "10036",
    "primary_state": "NY",
    "primary_street_1": "21 W 46th St",
    "primary_street_2": null
  },
  "company": "Endgrate",
  "company_url": "https://endgrate.com/",
  "email_address": "[email protected]",
  "first_name": "John",
  "last_name": "Doe",
  "title": "Manager",
  "phone_number": "+1 631-555-1234",
  "owner_id": "005Hs00000Cjh7QIAR"
}

Lead: `crm-lead`

A lead is a company to be pursued.

{
  "address": {
    "title": "Address",
    "type": "object",
    "description": "Primary address of the lead",
    "properties": {
      "primary_city": {
        "title": "Primary City",
        "type": "string",
        "description": "The city of the primary address."
      },
      "primary_country": {
        "title": "Primary Country",
        "type": "string",
        "description": "The country of the primary address."
      },
      "primary_postal_code": {
        "title": "Primary Postal Code",
        "type": "string",
        "description": "The postal or ZIP code of the primary address."
      },
      "primary_state": {
        "title": "Primary State",
        "type": "string",
        "description": "The state or region of the primary address."
      },
      "primary_street_1": {
        "title": "Primary Street 1",
        "type": "string",
        "description": "Line 1 of the street for the primary address."
      },
      "primary_street_2": {
        "title": "Primary Street 2",
        "type": "string",
        "description": "Line 2 of the street for the primary address."
      }
    }
  },
  "company": {
    "title": "Company",
    "type": "string"
  },
  "company_url": {
    "title": "Company URL",
    "type": "string",
    "format": "uri",
  },
  "email_address": {
    "format": "email",
    "title": "Email Address",
    "type": "string",
    "description":"Primary email address of the lead"
  },
  "first_name": {
    "title": "First Name",
    "type": "string"
  },
  "last_name": {
    "title": "Last Name",
    "type": "string"
  },
  "title": {
    "title": "Title",
    "type": "string",
  },
  "phone_number": {
    "title": "Phone Number",
    "type": "string",
    "description": "Primary phone number of the lead"
  },
  "owner_id": {
    "title": "Owner ID",
    "type": "string",
    "description": "The unique identifier of the owner (user) linked to the lead."
  }
}

{
  "address":
  {
    "primary_city": "New York",
    "primary_country": "United States",
    "primary_postal_code": "10001",
    "primary_state": "NY",
    "primary_street_1": "20 W 34th St",
    "primary_street_2": "Apt 101"
  },
  "company": "Endgrate",
  "email_address": "[email protected]",
  "first_name": "John",
  "last_name": "Doe",
  "phone_number": "+1 631-555-1234",
  "title": "Assistant Manager"
}

Opportunity: `crm-opportunity`

An opportunity is a potential sale or deal that has been qualified and is being actively pursued.

{
  "name": {
    "title": "Name",
    "type": "string"
  },
  "description": {
    "title": "Description",
    "type": "string"
  },
  "amount": {
    "title": "Amount",
    "type": "number"
  },
  "close_date": {
    "format": "date-time",
    "description": "The close date of the opportunity.",
    "title": "Close Date",
    "type": "string"
  },
  "status": {
    "enum": [
      "OPEN",
      "WON",
      "LOST"
    ],
    "title": "Status",
    "description": "The status of the opportunity.",
    "type": "string"
  },
  "owner_id": {
    "title": "Owner ID",
    "type": "string",
    "description": "The unique identifier of the owner (user) linked to the opportunity."
  },
  "contact_id": {
    "title": "Owner ID",
    "type": "string",
    "description": "The unique identifier of the contact linked to the opportunity."
  },
  "company_id": {
    "title": "Company ID",
    "type": "string",
    "description": "The unique identifier of the company linked to the opportunity."
  }
}

{
  "name": "New Enterprise Deal",
  "description": "A new deal with megacorp.",
  "amount": 1000000,
  "close_date": "2024-06-25T00:00:00Z",
  "status": "WON",
}

Task: `crm-task`

A task is an assignment to be completed.

{
  "title": {
    "title": "Title",
    "type": "string"
  },
  "description": {
    "title": "Description",
    "type": "string"
  },
  "status": {
    "enum": [
      "CLOSED",
      "IN_PROGRESS",
      "OPEN"
    ],
    "title": "Status",
    "type": "string"
  },
  "due_date": {
    "format": "date-time",
    "title": "Due Date",
    "type": "string"
  },
  "completed_date": {
    "format": "date-time",
    "title": "Completed Date",
    "type": "string"
  },
  "owner_id": {
    "title": "Owner ID",
    "type": "string",
    "description": "The unique identifier of the owner (user) linked to the task."
  },
    }

{
  "title": "Demo",
  "description": "Integration demo.",
  "status": "OPEN"
}

User: `crm-user`

A user is a person who can use the CRM

{
  "first_name": {
    "title": "First Name",
    "type": "string"
  },
  "last_name": {
    "title": "Last Name",
    "type": "string"
  },
  "display_name": {
    "title": "Display Name",
    "type": "string"
  },
  "email": {
    "title": "Email",
    "type": "string",
    "format": "email",
  }
}

{
  "display_name": "John Doe",
  "email": "[email protected]"
}

Activity: crm-activity

Company: crm-company

Contact: crm-contact

Lead: crm-lead

Opportunity: crm-opportunity

Task: crm-task

User: crm-user