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Documentation

CRM System Documentation

Comprehensive documentation for building and integrating custom CRM solutions. API references, implementation guides, and best practices for CRM development.

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API Reference

Leads API

Capture, score, and manage leads through automated qualification workflows.

Lead captureScoringAssignmentNurturing

Contacts API

Manage contact records, relationships, and interaction history.

Contact managementOrganizationsRelationshipsCustom fields

Deals API

Track opportunities through custom pipeline stages with forecasting.

Pipeline stagesProbabilityForecastingWin/loss tracking

Activities API

Log calls, meetings, emails, and tasks with automated reminders.

Task managementCall loggingMeeting syncReminders

Quick Start Guides

API Authentication

Set up API keys and authenticate requests to the CRM API.

Webhooks

Receive real-time notifications for contact and deal events.

Rate Limits

Understand API rate limits and optimization strategies.

Error Handling

Handle API errors with proper retry logic.

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