CRM
Overview
CRM API resources.
CRM APIs manage companies, people, opportunities, and pipeline stages. Authenticate with Authorization: Bearer ak_... and a read:crm or write:crm key. Pass entityId as a query parameter, JSON field, or x-entity-id header.
Each page below lists the HTTP operations for that resource.
| Resource | What you can do |
|---|---|
| Dashboard | Read CRM aggregates and the activity feed |
| Companies | Create and update companies, addresses, and related records |
| Contacts | Create contacts and company memberships |
| Leads | Create leads, move stages, and read timelines |
| Pipeline | List, create, reorder, and update pipeline stages |
| Activities | Log calls, emails, meetings, notes, and tasks |
| Tasks | List and update CRM tasks |
| Prospecting | Search places and import prospects |
| List outbound connections and send mail | |
| Lead sources | Maintain the lead-source catalog |
| Lifecycle | Read corporate-history scan summaries |
| Sites | List sites across companies |