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CRM Entity Data2

CRM Reports11

CRM Service Calls42

get/crm/leadsGet Leads
post/crm/leadsPost Leads
get/crm/leads/createdGet Leads Created
patch/crm/leads/{lead_id}Patch Lead
get/crm/leads/status_updatedGet Leads Status Updated
get/crm/contactsGet Contacts
post/crm/contactsPost Contacts
get/crm/contacts/createdGet Contacts Created
get/crm/contacts/status_updatedGet Contacts Status Updated
patch/crm/contacts/{contact_id}Patch Contact
get/crm/accountsGet Accounts
post/crm/accountsPost Accounts
patch/crm/accounts/{account_id}Patch Account
get/crm/dealsGet Deals
get/crm/deals/createdGet Deals Created
get/crm/deals/updatedGet Deals Updated
post/crm/opportunitiesPost Opportunity
patch/crm/opportunities/{opportunity_id}Patch Opportunity
get/crm/invoicesGet Invoices
post/crm/invoicesPost Invoice
patch/crm/invoices/{invoice_id}Patch Invoice
get/crm/invoices/createdGet Invoices Created
get/crm/invoices/updatedGet Invoices Updated
get/crm/ordersGet Orders
post/crm/ordersPost Order
patch/crm/orders/{order_id}Patch Order
get/crm/orders/createdGet Orders Created
get/crm/orders/updatedGet Orders Updated
get/crm/tasksGet Tasks
post/crm/tasksPost Task
delete/crm/tasks/{task_id}Delete Task
patch/crm/tasks/{task_id}Patch Task
get/crm/commentsGet Comments
post/crm/lookup/personPrivacy-conscious person lookup with journey tracking
post/crm/lookup/leadsPaginated leads lookup by marketing source
post/crm/leads/aggregateAggregate Leads
post/crm/contacts/aggregateAggregate Contacts
post/crm/deals/aggregateAggregate Deals
post/crm/tasks/aggregateAggregate Tasks
post/crm/accounts/aggregateAggregate Accounts
post/crm/orders/aggregateAggregate Orders
post/crm/invoices/aggregateAggregate Invoices

Event Bridge2

Questionnaires (RFP)34

CRM Service Calls

Changes to Patch Account

patch/crm/accounts/{account_id}

Aug 6, 2026165a6d16a9a0 Revision changes
- info
  endpoint added