Skip to main content

Engagement

A record of interactions with contacts, companies, and opportunities.

​
Fields

​
type
enum
Type of engagement (call, meeting, email, task, note).
​
direction
enum
Direction of the engagement (inbound, outbound).
​
status
enum
Engagement status (planned, inProgress, completed, canceled).
​
title
string
Subject or title of the engagement.
​
description
string
Engagement content details.
​
startedAt
date
Start time in ISO 8601 format.
​
endedAt
date
End time in ISO 8601 format.
​
duration
number
Duration in seconds.
​
owner
genericUser
Owner of the engagement.
​
users
genericUser[]
Related users.
​
companies
genericCompany[]
Related companies.
​
contacts
genericContact[]
Related contacts.
​
opportunities
crmOpportunity[]
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

The Affinity connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Affinity Engagements
GET/resources/crmEngagement/:idRetrieve a Affinity Engagement
POST/resources/crmEngagementCreate a Affinity Engagement
PATCH/resources/crmEngagement/:idUpdate a Affinity Engagement
DEL/resources/crmEngagement/:idDelete a Affinity Engagement

view other models supported by Affinity

The Attio connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Attio Engagements
GET/resources/crmEngagement/:idRetrieve a Attio Engagement
POST/resources/crmEngagementCreate a Attio Engagement
PATCH/resources/crmEngagement/:idUpdate a Attio Engagement
DEL/resources/crmEngagement/:idDelete a Attio Engagement

view other models supported by Attio

The Blackbaud connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Blackbaud Engagements
GET/resources/crmEngagement/:idRetrieve a Blackbaud Engagement
POST/resources/crmEngagementCreate a Blackbaud Engagement
PATCH/resources/crmEngagement/:idUpdate a Blackbaud Engagement
DEL/resources/crmEngagement/:idDelete a Blackbaud Engagement

view other models supported by Blackbaud

The Buildium connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Buildium Engagements
GET/resources/crmEngagement/:idRetrieve a Buildium Engagement
POST/resources/crmEngagementCreate a Buildium Engagement
PATCH/resources/crmEngagement/:idUpdate a Buildium Engagement
DEL/resources/crmEngagement/:idDelete a Buildium Engagement

view other models supported by Buildium

The BuiltWith connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search BuiltWith Engagements
GET/resources/crmEngagement/:idRetrieve a BuiltWith Engagement
POST/resources/crmEngagementCreate a BuiltWith Engagement
PATCH/resources/crmEngagement/:idUpdate a BuiltWith Engagement
DEL/resources/crmEngagement/:idDelete a BuiltWith Engagement

view other models supported by BuiltWith

The Close connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Close Engagements
GET/resources/crmEngagement/:idRetrieve a Close Engagement
POST/resources/crmEngagementCreate a Close Engagement
PATCH/resources/crmEngagement/:idUpdate a Close Engagement
DEL/resources/crmEngagement/:idDelete a Close Engagement

view other models supported by Close

The Copper connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Copper Engagements
GET/resources/crmEngagement/:idRetrieve a Copper Engagement
POST/resources/crmEngagementCreate a Copper Engagement
PATCH/resources/crmEngagement/:idUpdate a Copper Engagement
DEL/resources/crmEngagement/:idDelete a Copper Engagement

view other models supported by Copper

The Firefish connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Firefish Engagements
GET/resources/crmEngagement/:idRetrieve a Firefish Engagement
POST/resources/crmEngagementCreate a Firefish Engagement
PATCH/resources/crmEngagement/:idUpdate a Firefish Engagement
DEL/resources/crmEngagement/:idDelete a Firefish Engagement

view other models supported by Firefish

The Freshsales connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Freshsales Engagements
GET/resources/crmEngagement/:idRetrieve a Freshsales Engagement
POST/resources/crmEngagementCreate a Freshsales Engagement
PATCH/resources/crmEngagement/:idUpdate a Freshsales Engagement
DEL/resources/crmEngagement/:idDelete a Freshsales Engagement

view other models supported by Freshsales

The Gainsight CC connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Gainsight CC Engagements
GET/resources/crmEngagement/:idRetrieve a Gainsight CC Engagement
POST/resources/crmEngagementCreate a Gainsight CC Engagement
PATCH/resources/crmEngagement/:idUpdate a Gainsight CC Engagement
DEL/resources/crmEngagement/:idDelete a Gainsight CC Engagement

view other models supported by Gainsight CC

The Holded connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Holded Engagements
GET/resources/crmEngagement/:idRetrieve a Holded Engagement
POST/resources/crmEngagementCreate a Holded Engagement
PATCH/resources/crmEngagement/:idUpdate a Holded Engagement
DEL/resources/crmEngagement/:idDelete a Holded Engagement

view other models supported by Holded

The HubSpot connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search HubSpot Engagements
GET/resources/crmEngagement/:idRetrieve a HubSpot Engagement
POST/resources/crmEngagementCreate a HubSpot Engagement
PATCH/resources/crmEngagement/:idUpdate a HubSpot Engagement
DEL/resources/crmEngagement/:idDelete a HubSpot Engagement

view other models supported by HubSpot

The Insightly connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Insightly Engagements
GET/resources/crmEngagement/:idRetrieve a Insightly Engagement
POST/resources/crmEngagementCreate a Insightly Engagement
PATCH/resources/crmEngagement/:idUpdate a Insightly Engagement
DEL/resources/crmEngagement/:idDelete a Insightly Engagement

view other models supported by Insightly

The Kustomer connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Kustomer Engagements
GET/resources/crmEngagement/:idRetrieve a Kustomer Engagement
POST/resources/crmEngagementCreate a Kustomer Engagement
PATCH/resources/crmEngagement/:idUpdate a Kustomer Engagement
DEL/resources/crmEngagement/:idDelete a Kustomer Engagement

view other models supported by Kustomer

The Manatal connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Manatal Engagements
GET/resources/crmEngagement/:idRetrieve a Manatal Engagement
POST/resources/crmEngagementCreate a Manatal Engagement
PATCH/resources/crmEngagement/:idUpdate a Manatal Engagement
DEL/resources/crmEngagement/:idDelete a Manatal Engagement

view other models supported by Manatal

The Medallia connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Medallia Engagements
GET/resources/crmEngagement/:idRetrieve a Medallia Engagement
POST/resources/crmEngagementCreate a Medallia Engagement
PATCH/resources/crmEngagement/:idUpdate a Medallia Engagement
DEL/resources/crmEngagement/:idDelete a Medallia Engagement

view other models supported by Medallia

The Pipedrive connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Pipedrive Engagements
GET/resources/crmEngagement/:idRetrieve a Pipedrive Engagement
POST/resources/crmEngagementCreate a Pipedrive Engagement
PATCH/resources/crmEngagement/:idUpdate a Pipedrive Engagement
DEL/resources/crmEngagement/:idDelete a Pipedrive Engagement

view other models supported by Pipedrive

The Salesforce connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Salesforce Engagements
GET/resources/crmEngagement/:idRetrieve a Salesforce Engagement
POST/resources/crmEngagementCreate a Salesforce Engagement
PATCH/resources/crmEngagement/:idUpdate a Salesforce Engagement
DEL/resources/crmEngagement/:idDelete a Salesforce Engagement

view other models supported by Salesforce

The Twenty CRM connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Twenty CRM Engagements
GET/resources/crmEngagement/:idRetrieve a Twenty CRM Engagement
POST/resources/crmEngagementCreate a Twenty CRM Engagement
PATCH/resources/crmEngagement/:idUpdate a Twenty CRM Engagement
DEL/resources/crmEngagement/:idDelete a Twenty CRM Engagement

view other models supported by Twenty CRM

The Unanet connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Unanet Engagements
GET/resources/crmEngagement/:idRetrieve a Unanet Engagement
POST/resources/crmEngagementCreate a Unanet Engagement
PATCH/resources/crmEngagement/:idUpdate a Unanet Engagement
DEL/resources/crmEngagement/:idDelete a Unanet Engagement

view other models supported by Unanet

The Unipile connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Unipile Engagements
GET/resources/crmEngagement/:idRetrieve a Unipile Engagement
POST/resources/crmEngagementCreate a Unipile Engagement
PATCH/resources/crmEngagement/:idUpdate a Unipile Engagement
DEL/resources/crmEngagement/:idDelete a Unipile Engagement

view other models supported by Unipile

The Wealthbox connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search Wealthbox Engagements
GET/resources/crmEngagement/:idRetrieve a Wealthbox Engagement
POST/resources/crmEngagementCreate a Wealthbox Engagement
PATCH/resources/crmEngagement/:idUpdate a Wealthbox Engagement
DEL/resources/crmEngagement/:idDelete a Wealthbox Engagement

view other models supported by Wealthbox

The ZoomInfo connector seamlessly integrates with our unified crmEngagement model.

API Reference
GET/resources/crmEngagementList and Search ZoomInfo Engagements
GET/resources/crmEngagement/:idRetrieve a ZoomInfo Engagement
POST/resources/crmEngagementCreate a ZoomInfo Engagement
PATCH/resources/crmEngagement/:idUpdate a ZoomInfo Engagement
DEL/resources/crmEngagement/:idDelete a ZoomInfo Engagement

view other models supported by ZoomInfo