For AI agents: a documentation index is available at the root level at /llms.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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  • Getting Started
    • Introduction
    • Authentication with API Keys
    • Authentication with OAuth
    • API Clients
    • Pagination
    • Specifying Fields
    • Filter Parameters
    • HTTP Response Codes
    • Rate Limits
    • Timezone Offsets
    • Rich Text Fields
    • Changelog
  • CRM Core
    • Leads
    • Contacts
    • Opportunities
    • Tasks
    • Files
    • Custom Objects
    • Comments
  • Activities
    • Activities
    • Notes
    • Calls
    • Emails
    • Email Threads
    • WhatsApp Messages
    • Meetings
    • Custom Activities
    • Creations
    • Form Submissions
    • Lead Status Changes
    • Opportunity Status Changes
    • Lead Merges
    • Task Completions
  • Events & Webhooks
    • Webhooks
    • Events
  • Search & Reporting
    • Advanced Filtering
    • Smart Views
    • Reporting
  • Automation & Bulk Actions
    • Sequences (Workflows)
    • Bulk Actions
    • Exports
    • AI Field Enrichment
  • CRM Configuration
    • Custom Fields
    • Custom Activity Types
    • Custom Object Types
    • Pipelines
    • Opportunity Statuses
    • Lead Statuses
    • Integration Links
    • Forms
  • Communication Configuration
    • Email Templates
    • SMS Templates
    • Outcomes
    • Playbooks
    • Scheduling Links Guide
    • Scheduling Links
    • Connected Accounts
    • Send As
    • Unsubscribed Emails
    • Phone Numbers
    • Blocked Phone Numbers
    • Dialers
  • Users & Organizations
    • Users
    • Organizations
    • Memberships
    • Roles
    • Groups
  • Introduction
  • Authentication with API Keys
  • Authentication with OAuth
  • API Clients
  • Pagination
  • Specifying Fields
  • Filter Parameters
  • HTTP Response Codes
  • Rate Limits
  • Timezone Offsets
  • Rich Text Fields
  • Changelog
  • July 21, 2026
  • July 16, 2026
  • June 1, 2026
  • May 7, 2026
  • May 4, 2026
  • April 10, 2026
  • April 6, 2026
  • March 6, 2026
  • January 14, 2026
  • December 17, 2025
  • August 25, 2025
  • August 14, 2025
  • July 29, 2025
  • July 16, 2025
  • June 25, 2025
  • February 14, 2025
  • January 6, 2025
  • December 2, 2024
  • November 6, 2024
  • September 9, 2024
  • August 28, 2024
  • June 26, 2024
  • June 20, 2024
  • June 10, 2024
  • June 7, 2024
  • April 24, 2024
  • March 28, 2024
  • March 27, 2024
  • February 26, 2024
  • February 21, 2024
  • February 15, 2024
  • November 13, 2023
  • November 10, 2023
  • October 26, 2023
  • October 2, 2023
  • September 21, 2023
  • August 29, 2023
  • July 21, 2023
  • June 29, 2023
  • June 20, 2023
  • May 1, 2023
  • December 22, 2022
  • September 26, 2022
  • March 10, 2022
  • February 15, 2022
  • February 14, 2022
  • November 16, 2021
  • November 9, 2021
  • June 11, 2021
  • June 7, 2021
  • May 17, 2021
  • April 22, 2021
  • April 13, 2021
  • March 31, 2021
  • January 5, 2021
  • October 29, 2020
  • October 9, 2020
  • October 3, 2020
  • September 18, 2020
  • August 13, 2020
  • August 7, 2020
  • June 30, 2020
  • May 19, 2020
  • April 30, 2020
  • April 6, 2020
  • December 10, 2019
  • November 13, 2019
  • October 31, 2019
  • October 12, 2019
  • August 20, 2019
  • July 2, 2019
  • June 18, 2019
  • May 10, 2019
  • May 8, 2019
  • April 25, 2019
  • April 9, 2019
  • March 7, 2019
  • February 22, 2019
  • February 18, 2019
  • January 25, 2019
  • November 28, 2018
  • Leads
  • List Leads
  • Create a new lead
  • Merge two leads
  • Get a single Lead
  • Update an existing lead
  • Delete a lead
  • Contacts
  • List contacts
  • Create a new contact
  • Fetch a single contact
  • Update an existing contact
  • Delete a contact
  • Opportunities
  • List or filter opportunities
  • Create an opportunity
  • Retrieve an opportunity
  • Update an opportunity
  • Delete an opportunity
  • Tasks
  • List or filter tasks
  • Create a task
  • Bulk-update tasks
  • Fetch a task's details
  • Update a task
  • Delete a task
  • Files
  • Generate a signed S3 POST
  • Custom Objects
  • List Custom Object instances
  • Create a new Custom Object instance
  • Retrieve a single Custom Object instance
  • Updating a Custom Object instance
  • Delete a Custom Object instance
  • Comments
  • Fetch multiple comments
  • Create a Comment
  • Fetch an individual comment
  • Update a Comment
  • Remove a comment
  • Fetch multiple comment threads
  • Fetch an individual comment thread
  • Activities
  • List or filter all activity types
  • Notes
  • List or filter all Note activities
  • Create a Note activity
  • Get a single Note activity
  • Update a Note activity
  • Delete a Note activity
  • Calls
  • List or filter all Call activities
  • Log an external Call activity
  • Get a single Call activity
  • Update a Call activity
  • Delete a Call activity
  • Emails
  • List or filter all Email activities
  • Create an Email activity
  • Get a single Email activity
  • Update an Email activity
  • Delete an Email activity
  • Email Threads
  • List or filter all EmailThread activities
  • Get a single EmailThread activity
  • Delete an EmailThread activity
  • List or filter all SMS activities
  • Create an SMS activity
  • Get a single SMS activity
  • Update an SMS activity
  • Delete an SMS activity
  • WhatsApp Messages
  • List or filter all WhatsAppMessage activities
  • Create a WhatsAppMessage activity
  • Get a single WhatsAppMessage activity
  • Update a WhatsAppMessage activity
  • Delete a WhatsAppMessage activity
  • Meetings
  • Meeting Search
  • List or filter all Meeting activities
  • Get a single Meeting activity
  • Update a Meeting activity
  • Delete a Meeting activity
  • Create or update third-party Meeting integration
  • Custom Activities
  • List or filter all Custom Activity instances
  • Create a new Custom Activity instance
  • Get a single Custom Activity instance
  • Updating a Custom Activity instance
  • Delete a Custom Activity instance
  • Creations
  • List or filter all Created activities
  • Get a single Created activity
  • Form Submissions
  • List or filter all FormSubmission activities
  • Get a single FormSubmission activity
  • Delete a FormSubmission activity
  • Lead Status Changes
  • List or filter all LeadStatusChange activities
  • Create a new LeadStatusChange activity
  • Get a single LeadStatusChange activity
  • Delete a single LeadStatusChange activity
  • Opportunity Status Changes
  • List or filter all OpportunityStatusChange activities
  • Create a new OpportunityStatusChange activity
  • Get a single OpportunityStatusChange activity
  • Delete a single OpportunityStatusChange activity
  • Lead Merges
  • List or filter all LeadMerge activities
  • Get a single LeadMerge activity
  • Task Completions
  • List or filter all TaskCompleted activities
  • Get a single TaskCompleted activity
  • Delete a TaskCompleted activity
  • Webhooks
  • Webhook Filters
  • List Webhook subscriptions
  • Create new Webhook subscription
  • Retrieve a single Webhook subscription
  • Update existing Webhook subscription
  • Delete Webhook subscription
  • Events
  • List of Event Types
  • Retrieve a list of events
  • Retrieve a single event by ID
  • Advanced Filtering
  • Smart Views
  • List Smart Views
  • Create a Smart View
  • Get a single Smart View
  • Update a Smart View
  • Delete a Smart View
  • Reporting
  • Get an activity report
  • List the predefined metrics used in activity reports
  • Get custom report (Explorer)
  • Get a funnel report (stages)
  • Get a funnel report (totals)
  • Get sent emails report
  • Get lead status change report
  • Get opportunity status change report
  • Sequences (Workflows)
  • List Sequences
  • Create a Sequence
  • Fetch a Sequence
  • Update a Sequence
  • Delete a Sequence
  • List Sequence Subscriptions
  • Subscribe a Contact to a Sequence
  • Fetch a single Sequence Subscription
  • Update a specific Subscription
  • Delete a Sequence Subscription
  • Bulk Actions
  • List bulk emails
  • Initiate a new bulk email
  • Fetch a single bulk email object
  • List bulk edits
  • Initiate a new bulk edit
  • Fetch a single bulk edit object
  • List bulk deletes
  • Initiate a new bulk delete
  • Fetch a single bulk delete object
  • List bulk sequence subscriptions
  • Initiate a new bulk sequence subscription
  • Fetch a single bulk sequence subscription object
  • Exports
  • List all the exports
  • List Lead Exports
  • Export leads based on a search query
  • Get a single Lead Export
  • List Opportunity Exports
  • Export opportunities, based on opportunity filters
  • Get a single Opportunity Export
  • Get a single Export
  • AI Field Enrichment
  • Enrich a specific field on a lead or contact using AI
  • Custom Fields
  • Custom Field Schemas
  • Retrieve a custom field schema
  • Update a custom field schema
  • List Lead Custom Fields
  • Create a new Lead Custom Field
  • Fetch Lead Custom Field's details
  • Update a Lead Custom Field
  • Delete a Lead Custom Field
  • List Contact Custom Fields
  • Create a new Contact Custom Field
  • Fetch Contact Custom Field's details
  • Update a Contact Custom Field
  • Delete a Contact Custom Field
  • List Opportunity Custom Fields
  • Create a new Opportunity Custom Field
  • Fetch Opportunity Custom Field's details
  • Update an Opportunity Custom Field
  • Delete an Opportunity Custom Field
  • List Activity Custom Fields
  • Create a new Activity Custom Field
  • Fetch Activity Custom Field's details
  • Update an Activity Custom Field
  • Delete an Activity Custom Field
  • List Custom Object Custom Fields
  • Create a new Custom Object Custom Field
  • Fetch Custom Object Custom Field's details
  • Update a Custom Object Custom Field
  • Delete a Custom Object Custom Field
  • Shared Custom Fields
  • List Shared Custom Fields
  • Create a new Shared Custom Field
  • Fetch Shared Custom Field's details
  • Update a Shared Custom Field
  • Delete a Shared Custom Field
  • Associate a Shared Custom Field with an object type
  • Fetch a Shared Custom Field Association
  • Update an existing Shared Custom Field Association
  • Disassociate a Shared Custom Field from an object type
  • Custom Activity Types
  • List Custom Activity Types
  • Create new Custom Activity Type
  • Retrieve a single Custom Activity Type
  • Update existing Custom Activity Type
  • Delete a Custom Activity Type
  • Custom Object Types
  • List Custom Object Types
  • Create new Custom Object Type
  • Retrieve a single Custom Object Type
  • Update existing Custom Object Type
  • Delete a Custom Object Type
  • Pipelines
  • List Pipelines for your organization
  • Create a Pipeline
  • Fetch a single Pipeline
  • Update a Pipeline
  • Delete a Pipeline
  • Opportunity Statuses
  • List opportunity statuses for your organization
  • Create an opportunity status
  • Fetch a single opportunity status
  • Rename an opportunity status
  • Delete an opportunity status
  • Lead Statuses
  • List lead statuses for your organization
  • Create a new status that can be applied to leads
  • Fetch a single lead status
  • Rename a lead status
  • Delete a lead status
  • Integration Links
  • Get all integration links for your organization
  • Create an integration link
  • Get a single integration link
  • Update an integration link
  • Delete an integration link
  • Forms
  • List Forms
  • Retrieve a Form
  • Email Templates
  • List email templates
  • Create an email template
  • Fetch an email template
  • Update an email template
  • Delete an email template
  • Render an email template
  • SMS Templates
  • List SMS templates
  • Create an SMS template
  • Fetch an SMS template
  • Update an SMS template
  • Delete an SMS template
  • Outcomes
  • List or filter outcomes
  • Create an outcome
  • Fetch a single outcome
  • Update an outcome
  • Delete an outcome
  • Playbooks
  • List or filter playbooks
  • Create a playbook
  • Fetch a single playbook
  • Update a playbook
  • Delete a playbook
  • Archive a playbook
  • Unarchive a playbook
  • Scheduling Links Guide
  • Scheduling Links
  • List User Scheduling Links
  • Create a User Scheduling Link
  • Create or update a Scheduling Link via OAuth
  • Delete a User Scheduling Link via OAuth integration
  • Fetch a User Scheduling Link
  • Update a User Scheduling Link
  • Delete a User Scheduling Link
  • List Shared Scheduling Links
  • Create a Shared Scheduling Link
  • Fetch a Shared Scheduling Link
  • Update a Shared Scheduling Link
  • Delete a Shared Scheduling Link
  • Map a Shared Scheduling Link
  • Unmap a Shared Scheduling Link
  • Connected Accounts
  • List connected accounts
  • Fetch a single connected account
  • Send As
  • List Send As Associations
  • Create a Send As Association
  • Delete a Send As Association by allowed user
  • Edit Send As Associations in bulk
  • Retrieve a single Send As Association
  • Delete a Send As Association by ID
  • Unsubscribed Emails
  • List all unsubscribed emails
  • Unsubscribe an email address
  • Resubscribe an email address
  • Phone Numbers
  • List or search for phone numbers
  • Request an internal phone number
  • Retrieve a single phone number
  • Update a phone number
  • Delete a phone number
  • Blocked Phone Numbers
  • List Blocked Phone Numbers
  • Create a Blocked Phone Number
  • Retrieve Blocked Phone Number settings
  • Update Blocked Phone Number settings
  • Retrieve a single Blocked Phone Number
  • Update a Blocked Phone Number
  • Delete a Blocked Phone Number
  • Dialers
  • List or filter all dialer sessions
  • Get a single dialer session
  • Users
  • Fetch information about yourself
  • List users in your organization
  • List user availability statuses
  • Fetch a single user
  • Organizations
  • Get an organization's details
  • Update an organization
  • Memberships
  • Create a membership
  • Bulk update memberships
  • Update a membership
  • Delete a membership
  • Get pinned views for a membership
  • Update pinned views for a membership
  • Roles
  • List all the roles defined for your organization
  • Create a new role
  • Fetch a single role
  • Update existing role
  • Delete a role
  • Groups
  • List Groups for your organization
  • Create a Group
  • Add a User to a Group
  • Remove a User from a Group
  • Fetch an individual Group
  • Update a Group
  • Delete a Group
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Getting Started

API Changelog

February 14, 2022
February 14, 2022

Advanced Filtering API

We have added functionality to our Advanced Filtering API to allow you to filter Lead objects using a set of arbitrary filters. The query parameter on the lead endpoint is now deprecated in favor of using the Advanced Filtering API

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