SCHEMAS
Introduction
Contacts
Deals
Activities
Lists
Users
Companies
Forms
Introduction
A single schema to push and pull CRM data across connectors.
Supported Connectors
Live
Freshsales Classic
HubSpot
Klaviyo
Mailchimp
Microsoft Dynamics 365
Pipedrive
Salesforce
Zoho
Beta
Agile CRM
Copper
Outreach
Activities
Activities include events and tasks.
Properties
id
string
note
string
type
string
title
string
active
boolean
status
string
deal_id
string
location
string
owner_id
string
company_id
string
contact_id
string
created_at
string
owner_name
string
string
updated_at
string
description
string
owner_email
string
call_details
object
from_number
string
meeting_url
string
recording_url
string
to_number
string
end_datetime
string
custom_fields
object [ ]
label
string
name
string
type
string
value
any
email_details
object
bcc
string [ ]
cc
string [ ]
from_email
string
to_emails
string [ ]
recording_url
string
start_datetime
string
duration_seconds
integer
location_address
object
city
string
country
string
id
string
line1
string
line2
string
line3
string
postal_code
string
state
string
activity_datetime
string
Example
{
"id": "12345",
"note": "An internal note about the meeting",
"type": "meeting",
"title": "Meeting",
"active": true,
"deal_id": "12345",
"location": "Space",
"owner_id": "12345",
"attendees": [
{
"id": "12345",
"type": "contact"
}
],
"company_id": "12345",
"contact_id": "12345",
"created_at": "2020-09-30T07:43:32.000Z",
"updated_at": "2020-09-30T07:43:32.000Z",
"description": "More info about the meeting",
"end_datetime": "2021-05-01T12:30:00.000Z",
"custom_fields": [
{
"name": "requested_info",
"value": "Asked about Salesforce integration"
}
],
"start_datetime": "2021-05-01T12:00:00.000Z",
"duration_seconds": 1800,
"location_address": {
"id": "123",
"city": "San Francisco",
"line1": "Main street",
"line2": "apt #",
"line3": "Suite #",
"state": "CA",
"country": "US",
"postal_code": "94104",
"street_number": "25"
},
"activity_datetime": "2021-05-01T12:00:00.000Z"
}Companies
The object used for any organization saved in your CRM.
Properties
id
string
name
string
type
string
image
string
active
boolean
source
string
status
string
website
string
campaign
string
industry
string
owner_id
string
addresses
object [ ]
city
string
country
string
id
string
line1
string
line2
string
line3
string
postal_code
string
state
string
created_at
string
owner_name
string
updated_at
string
description
string
owner_email
string
social_links
string [ ]
at_competitor
boolean
custom_fields
object [ ]
label
string
name
string
type
string
value
any
date_acquired
string
phone_numbers
object [ ]
number
string
type
string
Example
{
"id": "12345",
"name": "SpaceX",
"image": "https://www.spacex.com/static/images/share.jpg",
"active": true,
"status": "Open",
"website": "http://example.com",
"industry": "Apparel",
"owner_id": "12345",
"addresses": [
{
"id": "123",
"city": "San Francisco",
"line1": "Main street",
"line2": "apt #",
"line3": "Suite #",
"state": "CA",
"country": "US",
"postal_code": "94104"
}
],
"created_at": "2020-09-30T07:43:32.000Z",
"updated_at": "2020-09-30T07:43:32.000Z",
"description": "Space Exploration Technologies Corp. is an American aerospace manufacturer, space transportation services and communications company headquartered in Hawthorne, California.",
"custom_fields": [
{
"name": "hq_country",
"value": "USA"
}
],
"phone_numbers": [
{
"type": "primary",
"number": "111-111-1111"
}
]
}Contacts
Represents a contact, which is a person associated with an account.
Properties
id
string
name
string
type
string
string
lists
string [ ]
title
string
active
boolean
rating
string
status
string
website
string
industry
string
owner_id
string
addresses
object [ ]
city
string
country
string
id
string
line1
string
line2
string
line3
string
postal_code
string
state
string
birthdate
string
campaigns
object [ ]
active
boolean
custom_fields
array [ ]
end_date
string
id
string
name
string
start_date
string
status
string
type
string
last_name
string
photo_url
string
company_id
string
created_at
string
department
string
first_name
string
owner_name
string
salutation
string
updated_at
string
description
string
external_id
object
name
string
value
string
lead_source
string
middle_name
string
owner_email
string
company_name
string
unsubscribed
boolean
custom_fields
object [ ]
label
string
name
string
type
string
value
any
phone_numbers
object [ ]
number
string
type
string
annual_revenue
number
additional_emails
string [ ]
number_of_employees
integer
Example
{
"id": "12345",
"name": "Elon Musk",
"type": "contact",
"email": "elon@musk.com",
"lists": [
"1234",
"5678"
],
"title": "CEO",
"active": true,
"status": "open",
"owner_id": "54321",
"addresses": [
{
"id": "123",
"city": "San Francisco",
"line1": "Main street",
"line2": "apt #",
"line3": "Suite #",
"state": "CA",
"country": "US",
"postal_code": "94104"
}
],
"last_name": "Musk",
"photo_url": "https://unavatar.io/elon-musk",
"company_id": "23456",
"created_at": "2017-08-12T20:43:21.291Z",
"department": "Engineering",
"first_name": "Elon",
"updated_at": "2017-08-12T20:43:21.291Z",
"description": "Internal champion",
"lead_source": "Cold Call",
"middle_name": "D.",
"company_name": "23456",
"custom_fields": [
{
"name": "assistant",
"value": "Mark Cuban"
}
],
"phone_numbers": [
{
"type": "primary",
"number": "111-111-1111"
}
]
}Deals
The object used to store information about ongoing transactions throughout the stages of your sales process.
Properties
id
string
type
string
Type of the deal. Defined by the user of CRM.
lists
string [ ]
Array of list ids this deal is part of.
title
string
Title of the deal
active
boolean
status
string
currency
string
owner_id
string
pipeline
string
Name of the pipeline this deal is in
priority
string
source_id
string
status_id
string
Deal status id in the pipeline.
close_date
string
company_id
string
The id of the company this deal is for
contact_id
string
created_at
string
owner_name
string
updated_at
string
won_reason
string
description
string
Description of this deal
external_id
object
name
string
value
string
lead_source
string
loss_reason
string
owner_email
string
pipeline_id
string
The id of the pipeline this deal is in
company_name
string
The name of the company this deal is for
contact_email
string
custom_fields
object [ ]
label
string
name
string
type
string
value
any
won_reason_id
string
loss_reason_id
string
monetary_amount
number
win_probability
number
expected_revenue
number
pipeline_stage_id
string
contact_external_id
object
name
string
value
string
expected_close_date
string
Example
{
"id": "12345",
"type": "Existing Customer - Upgrade",
"title": "New Rocket",
"active": true,
"status": "Open",
"currency": "USD",
"owner_id": "12345",
"priority": "None",
"source_id": "12345",
"status_id": "12345",
"close_date": "2020-10-30",
"company_id": "12345",
"contact_id": "12345",
"created_at": "2020-09-30T07:43:32.000Z",
"updated_at": "2020-09-30T07:43:32.000Z",
"won_reason": "Best pitch",
"description": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"lead_source": "Website",
"loss_reason": "No budget",
"pipeline_id": "12345",
"company_name": "Copper",
"custom_fields": [
{
"name": "sales_rep",
"value": "Tim Cook"
}
],
"won_reason_id": "12345",
"loss_reason_id": "12345",
"monetary_amount": 75000,
"win_probability": 40,
"expected_revenue": 75000,
"pipeline_stage_id": "12345"
}Forms
Forms are used to gather important information about your visitors and contacts.
Properties
id
string
name
string
active
boolean
created_at
string
updated_at
string
Example
{
"id": "e950d342-8fb8-46df-8ebd-9fffa20ea4af",
"name": "See It In Action Sign Up Form",
"active": true,
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}Lists
Filtered lists of CRM objects
Properties
id
string
Id of the list
name
string
Name of the list
size
integer
Size of the list
type
string
Deal, Company, or Contact
active
boolean
created_at
string
updated_at
string
Example
{
"id": "abc-def-ghi",
"name": "Recently Viewed Contacts",
"size": 150,
"type": "Contact"
}Users
Users of the CRM
Properties
id
string
string
phone
string
active
boolean
last_name
string
created_at
string
first_name
string
updated_at
string
Example
{
"id": "4561207",
"email": "tom@cruise.com",
"phone": "301-555-5555",
"active": true,
"last_name": "Cruise",
"created_at": "2019-08-24T14:15:22Z",
"first_name": "Tom",
"updated_at": "2019-08-24T14:15:22Z"
}