Integration ProviderActivityCompanyContactLeadOpportunityTaskUserOther
Accelo
Affinity
AMS360Policy
Apollo
Applied EpicClient, Policy
Capsule
Close
Cloze
Commerce7
Copper
EndearCustomer, Note
Freshsales
Hubspot
Insightly
Keap
Microsoft Dynamics 365
Microsoft Dynamics 365 Business CentralCustomer
NetHunt
Nimble
Nutshell
Odoo Online
OnePageCRM
Outreach
Pipedrive
PipelineCRM
Pipeliner CRM
Salesflare
Salesforce
Salesforce Sandbox
SalesloftCall, Note
Sugar Market
Sugar Sell
Teamleader
Teamwork CRM
VTiger
Zendesk Sell
Zoho CRMNote

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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]"
}