internkim
ToolsEvery tool

crm_vocabulary_get

The CRM vocabulary, the words this company runs its CRM in: the organization types it sorts relationships by, the pipelines it runs deals through, and the stages a deal can stand at with what each one means.

Namespacecrm
Effectread
Approvalnot required
Presencenot required
Privacyworkspace_crm
Versionv1

What the model reads

The CRM vocabulary, the words this company runs its CRM in: the organization types it sorts relationships by, the pipelines it runs deals through, and the stages a deal can stand at with what each one means.

Call it over HTTP

POST /tools/crm_vocabulary_get/invoke

crm_record_import

Import many organization or contact records from one CSV in one write: every record is written, or none is.

crm_vocabulary_set

Set the CRM vocabulary: the organization types and pipelines this company runs its CRM in.