Pipeline CRM

Add a new record under a custom object

Create a new lead record in the CRM

Log a new engagement activity such as an email or call

Create a new deal in the CRM

Create a new contact in the CRM

Create a new account in the connected CRM

Sync contact details like name, email, phone, and associated accounts

Assign a tag to a contact or account

Add a new field to an existing schema

Sync CRM account-level data including addresses, contacts, and phone numbers

List all custom object schemas available in the CRM

List all fields defined within a specific custom object

Sync lead data including contact info, lead source, and conversion status

Fetch all tags available for use across contacts and accounts

Fetch tags assigned to candidates or contacts

Retrieve a list of all deal stages configured in the CRM

Sync engagement activities like emails, calls, or meetings related to contacts

Sync deal pipeline data including stages, accounts, and related contacts

Sync records from custom CRM objects

Define a new custom object schema

Update metadata or field structure for a schema

Update a specific record under a custom object

Update an existing lead with new information

Update label, type, or config for a field in schema

Update an engagement entry with new notes or outcomes

Update an existing deal with pipeline or status changes

Update contact information in the CRM

Update account details such as name, status, or owner