Engagement
Open-Source Unified Engagement Model
Engagement
A record of interactions with contacts, companies, and opportunities.
Fields
Type of engagement (call, meeting, email, task, note).
Direction of the engagement (inbound, outbound).
Engagement status (planned, inProgress, completed, canceled).
Subject or title of the engagement.
Engagement content details.
Start time in ISO 8601 format.
End time in ISO 8601 format.
Duration in seconds.
Owner of the engagement.
Related users.
Related companies.
Related contacts.
Related opportunities.
Custom Fields
Supported
The Engagement model supports our Field Mapping feature, enabling you or your customers
to seamlessly map engagement custom fields to the unified engagement model.
Connectors
Affinity
Affinity
The Affinity connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Affinity Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Affinity Engagement |
| POST | /resources/crmEngagement | Create a Affinity Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Affinity Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Affinity Engagement |
Attio
Attio
The Attio connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Attio Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Attio Engagement |
| POST | /resources/crmEngagement | Create a Attio Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Attio Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Attio Engagement |
Blackbaud
Blackbaud
The Blackbaud connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Blackbaud Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Blackbaud Engagement |
| POST | /resources/crmEngagement | Create a Blackbaud Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Blackbaud Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Blackbaud Engagement |
Buildium
Buildium
The Buildium connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Buildium Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Buildium Engagement |
| POST | /resources/crmEngagement | Create a Buildium Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Buildium Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Buildium Engagement |
BuiltWith
BuiltWith
The BuiltWith connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search BuiltWith Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a BuiltWith Engagement |
| POST | /resources/crmEngagement | Create a BuiltWith Engagement |
| PATCH | /resources/crmEngagement/:id | Update a BuiltWith Engagement |
| DEL | /resources/crmEngagement/:id | Delete a BuiltWith Engagement |
Close
Close
The Close connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Close Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Close Engagement |
| POST | /resources/crmEngagement | Create a Close Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Close Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Close Engagement |
Copper
Copper
The Copper connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Copper Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Copper Engagement |
| POST | /resources/crmEngagement | Create a Copper Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Copper Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Copper Engagement |
Firefish
Firefish
The Firefish connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Firefish Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Firefish Engagement |
| POST | /resources/crmEngagement | Create a Firefish Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Firefish Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Firefish Engagement |
Freshsales
Freshsales
The Freshsales connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Freshsales Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Freshsales Engagement |
| POST | /resources/crmEngagement | Create a Freshsales Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Freshsales Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Freshsales Engagement |
Gainsight CC
Gainsight CC
The Gainsight CC connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Gainsight CC Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Gainsight CC Engagement |
| POST | /resources/crmEngagement | Create a Gainsight CC Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Gainsight CC Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Gainsight CC Engagement |
Holded
Holded
The Holded connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Holded Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Holded Engagement |
| POST | /resources/crmEngagement | Create a Holded Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Holded Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Holded Engagement |
HubSpot
HubSpot
The HubSpot connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search HubSpot Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a HubSpot Engagement |
| POST | /resources/crmEngagement | Create a HubSpot Engagement |
| PATCH | /resources/crmEngagement/:id | Update a HubSpot Engagement |
| DEL | /resources/crmEngagement/:id | Delete a HubSpot Engagement |
Insightly
Insightly
The Insightly connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Insightly Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Insightly Engagement |
| POST | /resources/crmEngagement | Create a Insightly Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Insightly Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Insightly Engagement |
Kustomer
Kustomer
The Kustomer connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Kustomer Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Kustomer Engagement |
| POST | /resources/crmEngagement | Create a Kustomer Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Kustomer Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Kustomer Engagement |
Manatal
Manatal
The Manatal connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Manatal Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Manatal Engagement |
| POST | /resources/crmEngagement | Create a Manatal Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Manatal Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Manatal Engagement |
Medallia
Medallia
The Medallia connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Medallia Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Medallia Engagement |
| POST | /resources/crmEngagement | Create a Medallia Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Medallia Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Medallia Engagement |
Pipedrive
Pipedrive
The Pipedrive connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Pipedrive Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Pipedrive Engagement |
| POST | /resources/crmEngagement | Create a Pipedrive Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Pipedrive Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Pipedrive Engagement |
Salesforce
Salesforce
The Salesforce connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Salesforce Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Salesforce Engagement |
| POST | /resources/crmEngagement | Create a Salesforce Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Salesforce Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Salesforce Engagement |
Twenty CRM
Twenty CRM
The Twenty CRM connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Twenty CRM Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Twenty CRM Engagement |
| POST | /resources/crmEngagement | Create a Twenty CRM Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Twenty CRM Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Twenty CRM Engagement |
Unanet
Unanet
The Unanet connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Unanet Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Unanet Engagement |
| POST | /resources/crmEngagement | Create a Unanet Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Unanet Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Unanet Engagement |
Unipile
Unipile
The Unipile connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Unipile Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Unipile Engagement |
| POST | /resources/crmEngagement | Create a Unipile Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Unipile Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Unipile Engagement |
Wealthbox
Wealthbox
The Wealthbox connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search Wealthbox Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a Wealthbox Engagement |
| POST | /resources/crmEngagement | Create a Wealthbox Engagement |
| PATCH | /resources/crmEngagement/:id | Update a Wealthbox Engagement |
| DEL | /resources/crmEngagement/:id | Delete a Wealthbox Engagement |
ZoomInfo
ZoomInfo
The ZoomInfo connector seamlessly integrates with our unified
crmEngagement model.
API Reference
| GET | /resources/crmEngagement | List and Search ZoomInfo Engagements |
| GET | /resources/crmEngagement/:id | Retrieve a ZoomInfo Engagement |
| POST | /resources/crmEngagement | Create a ZoomInfo Engagement |
| PATCH | /resources/crmEngagement/:id | Update a ZoomInfo Engagement |
| DEL | /resources/crmEngagement/:id | Delete a ZoomInfo Engagement |