Contacts And CRM

Detailed guide for Contacts And CRM

Add Profile to Contact

Add flexible profile information to existing contacts with AI-optimized data structure. Perfect for enriching contact data with external information and building comprehensive contact profiles.

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Add Notes to Contact

Add notes to existing contacts with visibility and editability controls. Only the contact owner can add notes to their contacts.

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Create or Update Contact

Create or update contacts and entities with comprehensive field mapping. Supports both B2C and B2B modes with automatic validation and field mapping.

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Fetch CRM Field Headers

Retrieve CRM field headers and descriptions for contact and entity management, including standard fields and custom fields based on your brand configuration.

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Fetch Pipeline Stages

Retrieve pipeline board and stages information for an organization, including board details, phases, and stage criteria.

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Fetch Brand Audiences

Use this public API to retrieve all audience segments defined for your brand. This is useful for understanding your target audiences and their characteristics.

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Fetch a Single CRM Contact

Use this public API to lookup contact by email or ID during your Zapier/Make or N8N hooks

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