CRM
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
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
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
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",
"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",
"phone_number": "+1 631-555-1234",
"owner_id": "XXX",
"creation_date": "2024-01-01 00:00:00",
"modification_date": "2024-01-01 00:00:00"
}
Lead: crm-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
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
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
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]"
}
Updated about 1 month ago