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The CRM category reads the two records every CRM has: companies (accounts, organizations) and contacts (people, leads). Use it to: import a customer’s accounts and contacts, match your users to CRM records, or enrich your product with CRM data.

Endpoints

Parameters and full schemas: Unified API reference. Which CRMs are supported: bundleup.io/integrations.

Example

Notes

  • Custom fields aren’t included. CRMs are heavily customized. Use include_raw=true to see the full record, or the Proxy to query specific fields.
  • website and email are null when the record doesn’t have one.
  • Large CRMs can hold hundreds of thousands of records. Page through with after, at a pace that stays inside the rate limit.
  • Writes (creating or updating records) go through the Proxy.