> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.merge.dev/merge-unified/crm/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server.

# CRM

> Build once. Connect to every API, tool, and LLM. Ship products and agents to production without owning the integration stack.

## Docs

- [Customer Relationship Management](https://docs.merge.dev/merge-unified/crm/overview.md): CRM API overview. Covers base URL, authentication, SDKs, rate limits, sync frequency, and available Common Models for sales and customer relationship data.
- [Overview](https://docs.merge.dev/merge-unified/crm/integrations/overview.md)
- [Supported fields](https://docs.merge.dev/merge-unified/crm/integrations/supported-fields.md)
- [Supported features](https://docs.merge.dev/merge-unified/crm/integrations/supported-features.md)
- [Sandboxes](https://docs.merge.dev/merge-unified/crm/integrations/sandboxes.md): Merge-hosted sandbox environments with pre-populated sample data for testing. Available on Professional and Enterprise plans. Covers setup and requesting access.
- [Accelo](https://docs.merge.dev/merge-unified/crm/integrations/accelo.md)
- [ActiveCampaign](https://docs.merge.dev/merge-unified/crm/integrations/activecampaign.md)
- [Affinity](https://docs.merge.dev/merge-unified/crm/integrations/affinity.md)
- [Capsule](https://docs.merge.dev/merge-unified/crm/integrations/capsule.md)
- [Close](https://docs.merge.dev/merge-unified/crm/integrations/close.md)
- [Copper](https://docs.merge.dev/merge-unified/crm/integrations/copper.md)
- [HubSpot](https://docs.merge.dev/merge-unified/crm/integrations/hubspot.md)
- [Insightly](https://docs.merge.dev/merge-unified/crm/integrations/insightly.md)
- [Keap](https://docs.merge.dev/merge-unified/crm/integrations/keap.md)
- [Microsoft Dynamics 365 Sales](https://docs.merge.dev/merge-unified/crm/integrations/msd-365-sales.md)
- [Nutshell](https://docs.merge.dev/merge-unified/crm/integrations/nutshell.md)
- [Pipedrive](https://docs.merge.dev/merge-unified/crm/integrations/pipedrive.md)
- [Pipeliner](https://docs.merge.dev/merge-unified/crm/integrations/pipeliner.md)
- [Salesflare](https://docs.merge.dev/merge-unified/crm/integrations/salesflare.md)
- [Salesforce](https://docs.merge.dev/merge-unified/crm/integrations/salesforce.md)
- [SugarCRM](https://docs.merge.dev/merge-unified/crm/integrations/sugarcrm.md)
- [Teamleader](https://docs.merge.dev/merge-unified/crm/integrations/teamleader.md)
- [Teamwork CRM](https://docs.merge.dev/merge-unified/crm/integrations/teamwork-crm.md)
- [Vtiger](https://docs.merge.dev/merge-unified/crm/integrations/vtiger.md)
- [Zendesk Sell](https://docs.merge.dev/merge-unified/crm/integrations/zendesk-sell.md)
- [Zoho CRM](https://docs.merge.dev/merge-unified/crm/integrations/zoho-crm.md)
- [Authentication](https://docs.merge.dev/merge-unified/crm/merge-api-basics/authentication.md): How to authenticate: API key in the Authorization header (Bearer token) and Linked Account token in the X-Account-Token header. Includes SDK examples.
- [Pagination](https://docs.merge.dev/merge-unified/crm/merge-api-basics/pagination.md): Cursor-based pagination for list endpoints. Covers the next/previous cursor fields in responses and how to page through large result sets.
- [Merge SDKs](https://docs.merge.dev/merge-unified/crm/merge-api-basics/sdks.md): Official SDK installation and usage for all supported languages. Includes links to GitHub repos and package managers.
- [Rate limits](https://docs.merge.dev/merge-unified/crm/merge-api-basics/rate-limits.md): Rate limit tiers by plan (Launch, Professional, Enterprise) and per-Linked-Account request limits.
- [Sync frequency](https://docs.merge.dev/merge-unified/crm/merge-api-basics/sync-frequency.md): How often Merge syncs data from third-party integrations. Covers default intervals by plan tier (Launch, Professional, Enterprise) and per-category sync schedules.
- [Versioning](https://docs.merge.dev/merge-unified/crm/merge-api-basics/versioning.md): Merge's API versioning strategy and commitment to backward compatibility.
- [The Account object](https://docs.merge.dev/merge-unified/crm/common-models/accounts/the-account-object.md)
- [The Contact object](https://docs.merge.dev/merge-unified/crm/common-models/contacts/the-contact-object.md)
- [The EngagementType object](https://docs.merge.dev/merge-unified/crm/common-models/engagement-types/the-engagement-type-object.md)
- [The Engagement object](https://docs.merge.dev/merge-unified/crm/common-models/engagements/the-engagement-object.md)
- [The Lead object](https://docs.merge.dev/merge-unified/crm/common-models/leads/the-lead-object.md)
- [The Note object](https://docs.merge.dev/merge-unified/crm/common-models/notes/the-note-object.md)
- [The Opportunity object](https://docs.merge.dev/merge-unified/crm/common-models/opportunities/the-opportunity-object.md)
- [The Stage object](https://docs.merge.dev/merge-unified/crm/common-models/stages/the-stage-object.md)
- [The Task object](https://docs.merge.dev/merge-unified/crm/common-models/tasks/the-task-object.md)
- [The User object](https://docs.merge.dev/merge-unified/crm/common-models/users/the-user-object.md)
- [Issues](https://docs.merge.dev/merge-unified/crm/linked-account/issues.md): What a Merge Issue is, how the ONGOING and RESOLVED statuses change, and how to read issues through the API or react to them through webhooks.
- [Field Mapping](https://docs.merge.dev/merge-unified/crm/linked-account/field-mapping.md): How to map custom fields from third-party integrations onto Merge Common Model fields. Covers creating target fields, configuring mappings per integration, and accessing mapped data via the API.
- [Scopes](https://docs.merge.dev/merge-unified/crm/data-management/scopes.md): How to use Common Model Scopes to restrict which models and fields Merge syncs. Configure scopes globally or per Linked Account to limit data access.

## API Docs

- CRM > Common Models > Accounts [/accounts](https://docs.merge.dev/merge-unified/crm/common-models/accounts/list.md)
- CRM > Common Models > Accounts [/accounts/{id}](https://docs.merge.dev/merge-unified/crm/common-models/accounts/retrieve.md)
- CRM > Common Models > Accounts [/accounts/meta/patch/{id}](https://docs.merge.dev/merge-unified/crm/common-models/accounts/meta-patch-retrieve.md)
- CRM > Common Models > Accounts [/accounts/meta/post](https://docs.merge.dev/merge-unified/crm/common-models/accounts/meta-post-retrieve.md)
- CRM > Common Models > Accounts [/accounts/remote-field-classes](https://docs.merge.dev/merge-unified/crm/common-models/accounts/remote-field-classes-list.md)
- CRM > Common Models > Contacts [/contacts](https://docs.merge.dev/merge-unified/crm/common-models/contacts/list.md)
- CRM > Common Models > Contacts [/contacts/{id}](https://docs.merge.dev/merge-unified/crm/common-models/contacts/retrieve.md)
- CRM > Common Models > Contacts [/contacts/ignore/{model_id}](https://docs.merge.dev/merge-unified/crm/common-models/contacts/ignore-create.md)
- CRM > Common Models > Contacts [/contacts/meta/patch/{id}](https://docs.merge.dev/merge-unified/crm/common-models/contacts/meta-patch-retrieve.md)
- CRM > Common Models > Contacts [/contacts/meta/post](https://docs.merge.dev/merge-unified/crm/common-models/contacts/meta-post-retrieve.md)
- CRM > Common Models > Contacts [/contacts/remote-field-classes](https://docs.merge.dev/merge-unified/crm/common-models/contacts/remote-field-classes-list.md)
- CRM > Common Models > Engagement types [/engagement-types](https://docs.merge.dev/merge-unified/crm/common-models/engagement-types/list.md)
- CRM > Common Models > Engagement types [/engagement-types/{id}](https://docs.merge.dev/merge-unified/crm/common-models/engagement-types/retrieve.md)
- CRM > Common Models > Engagement types [/engagement-types/remote-field-classes](https://docs.merge.dev/merge-unified/crm/common-models/engagement-types/remote-field-classes-list.md)
- CRM > Common Models > Engagements [/engagements](https://docs.merge.dev/merge-unified/crm/common-models/engagements/list.md)
- CRM > Common Models > Engagements [/engagements/{id}](https://docs.merge.dev/merge-unified/crm/common-models/engagements/retrieve.md)
- CRM > Common Models > Engagements [/engagements/meta/patch/{id}](https://docs.merge.dev/merge-unified/crm/common-models/engagements/meta-patch-retrieve.md)
- CRM > Common Models > Engagements [/engagements/meta/post](https://docs.merge.dev/merge-unified/crm/common-models/engagements/meta-post-retrieve.md)
- CRM > Common Models > Engagements [/engagements/remote-field-classes](https://docs.merge.dev/merge-unified/crm/common-models/engagements/remote-field-classes-list.md)
- CRM > Common Models > Leads [/leads](https://docs.merge.dev/merge-unified/crm/common-models/leads/list.md)
- CRM > Common Models > Leads [/leads/{id}](https://docs.merge.dev/merge-unified/crm/common-models/leads/retrieve.md)
- CRM > Common Models > Leads [/leads/meta/post](https://docs.merge.dev/merge-unified/crm/common-models/leads/meta-post-retrieve.md)
- CRM > Common Models > Leads [/leads/remote-field-classes](https://docs.merge.dev/merge-unified/crm/common-models/leads/remote-field-classes-list.md)
- CRM > Common Models > Notes [/notes](https://docs.merge.dev/merge-unified/crm/common-models/notes/list.md)
- CRM > Common Models > Notes [/notes/{id}](https://docs.merge.dev/merge-unified/crm/common-models/notes/retrieve.md)
- CRM > Common Models > Notes [/notes/meta/post](https://docs.merge.dev/merge-unified/crm/common-models/notes/meta-post-retrieve.md)
- CRM > Common Models > Notes [/notes/remote-field-classes](https://docs.merge.dev/merge-unified/crm/common-models/notes/remote-field-classes-list.md)
- CRM > Common Models > Opportunities [/opportunities](https://docs.merge.dev/merge-unified/crm/common-models/opportunities/list.md)
- CRM > Common Models > Opportunities [/opportunities/{id}](https://docs.merge.dev/merge-unified/crm/common-models/opportunities/retrieve.md)
- CRM > Common Models > Opportunities [/opportunities/meta/patch/{id}](https://docs.merge.dev/merge-unified/crm/common-models/opportunities/meta-patch-retrieve.md)
- CRM > Common Models > Opportunities [/opportunities/meta/post](https://docs.merge.dev/merge-unified/crm/common-models/opportunities/meta-post-retrieve.md)
- CRM > Common Models > Opportunities [/opportunities/remote-field-classes](https://docs.merge.dev/merge-unified/crm/common-models/opportunities/remote-field-classes-list.md)
- CRM > Common Models > Stages [/stages](https://docs.merge.dev/merge-unified/crm/common-models/stages/list.md)
- CRM > Common Models > Stages [/stages/{id}](https://docs.merge.dev/merge-unified/crm/common-models/stages/retrieve.md)
- CRM > Common Models > Stages [/stages/remote-field-classes](https://docs.merge.dev/merge-unified/crm/common-models/stages/remote-field-classes-list.md)
- CRM > Common Models > Tasks [/tasks](https://docs.merge.dev/merge-unified/crm/common-models/tasks/list.md)
- CRM > Common Models > Tasks [/tasks/{id}](https://docs.merge.dev/merge-unified/crm/common-models/tasks/retrieve.md)
- CRM > Common Models > Tasks [/tasks/meta/patch/{id}](https://docs.merge.dev/merge-unified/crm/common-models/tasks/meta-patch-retrieve.md)
- CRM > Common Models > Tasks [/tasks/meta/post](https://docs.merge.dev/merge-unified/crm/common-models/tasks/meta-post-retrieve.md)
- CRM > Common Models > Tasks [/tasks/remote-field-classes](https://docs.merge.dev/merge-unified/crm/common-models/tasks/remote-field-classes-list.md)
- CRM > Common Models > Users [/users](https://docs.merge.dev/merge-unified/crm/common-models/users/list.md)
- CRM > Common Models > Users [/users/{id}](https://docs.merge.dev/merge-unified/crm/common-models/users/retrieve.md)
- CRM > Common Models > Users [/users/ignore/{model_id}](https://docs.merge.dev/merge-unified/crm/common-models/users/ignore-create.md)
- CRM > Common Models > Users [/users/remote-field-classes](https://docs.merge.dev/merge-unified/crm/common-models/users/remote-field-classes-list.md)
- CRM > Custom Objects > Custom object classes [/custom-object-classes](https://docs.merge.dev/merge-unified/crm/custom-objects/custom-object-classes/list.md)
- CRM > Custom Objects > Custom object classes [/custom-object-classes/{id}](https://docs.merge.dev/merge-unified/crm/custom-objects/custom-object-classes/retrieve.md)
- CRM > Custom Objects > Custom objects [/custom-object-classes/{custom_object_class_id}/custom-objects](https://docs.merge.dev/merge-unified/crm/custom-objects/custom-objects/custom-object-classes-custom-objects-list.md)
- CRM > Custom Objects > Custom objects [/custom-object-classes/{custom_object_class_id}/custom-objects/{id}](https://docs.merge.dev/merge-unified/crm/custom-objects/custom-objects/custom-object-classes-custom-objects-retrieve.md)
- CRM > Custom Objects > Custom objects [/custom-object-classes/{custom_object_class_id}/custom-objects/meta/post](https://docs.merge.dev/merge-unified/crm/custom-objects/custom-objects/custom-object-classes-custom-objects-meta-post-retrieve.md)
- CRM > Custom Objects > Custom objects [/custom-object-classes/custom-objects/remote-field-classes](https://docs.merge.dev/merge-unified/crm/custom-objects/custom-objects/custom-object-classes-custom-objects-remote-field-classes-list.md)
- CRM > Custom Objects > Association Types [/custom-object-classes/{custom_object_class_id}/association-types](https://docs.merge.dev/merge-unified/crm/custom-objects/association-types/custom-object-classes-association-types-list.md)
- CRM > Custom Objects > Association Types [/custom-object-classes/{custom_object_class_id}/association-types/{id}](https://docs.merge.dev/merge-unified/crm/custom-objects/association-types/custom-object-classes-association-types-retrieve.md)
- CRM > Custom Objects > Association Types [/custom-object-classes/{custom_object_class_id}/association-types/meta/post](https://docs.merge.dev/merge-unified/crm/custom-objects/association-types/custom-object-classes-association-types-meta-post-retrieve.md)
- CRM > Custom Objects > Associations [/custom-object-classes/{custom_object_class_id}/custom-objects/{object_id}/associations](https://docs.merge.dev/merge-unified/crm/custom-objects/associations/custom-object-classes-custom-objects-associations-list.md)
- CRM > Custom Objects > Associations [/custom-object-classes/{source_class_id}/custom-objects/{source_object_id}/associations/{target_class_id}/{target_object_id}/{association_type_id}](https://docs.merge.dev/merge-unified/crm/custom-objects/associations/custom-object-classes-custom-objects-associations-update.md)
- CRM > Linked Account > Account details [/account-details](https://docs.merge.dev/merge-unified/crm/linked-account/account-details/retrieve.md)
- CRM > Linked Account > Account token [/account-token/{public_token}](https://docs.merge.dev/merge-unified/crm/linked-account/account-token/retrieve.md)
- CRM > Linked Account > Account token [/account-token/regenerate](https://docs.merge.dev/merge-unified/crm/linked-account/account-token/regenerate-create.md)
- CRM > Linked Account > Delete account [/delete-account](https://docs.merge.dev/merge-unified/crm/linked-account/delete-account/delete.md)
- CRM > Linked Account > Issues [/issues](https://docs.merge.dev/merge-unified/crm/linked-account/issues/list.md)
- CRM > Linked Account > Issues [/issues/{id}](https://docs.merge.dev/merge-unified/crm/linked-account/issues/retrieve.md)
- CRM > Linked Account > Linked accounts [/linked-accounts](https://docs.merge.dev/merge-unified/crm/linked-account/linked-accounts/list.md)
- CRM > Linked Account > Link token [/link-token](https://docs.merge.dev/merge-unified/crm/linked-account/link-token/create.md)
- CRM > Linked Account > Field Mapping [/field-mappings](https://docs.merge.dev/merge-unified/crm/linked-account/field-mapping/field-mappings-retrieve.md)
- CRM > Linked Account > Field Mapping [/field-mappings/{field_mapping_id}](https://docs.merge.dev/merge-unified/crm/linked-account/field-mapping/field-mappings-destroy.md)
- CRM > Linked Account > Field Mapping [/remote-fields](https://docs.merge.dev/merge-unified/crm/linked-account/field-mapping/remote-fields-retrieve.md)
- CRM > Linked Account > Field Mapping [/target-fields](https://docs.merge.dev/merge-unified/crm/linked-account/field-mapping/target-fields-retrieve.md)
- CRM > Linked Account > Available actions [/available-actions](https://docs.merge.dev/merge-unified/crm/linked-account/available-actions/retrieve.md)
- CRM > Data management > Scopes [/default-scopes](https://docs.merge.dev/merge-unified/crm/data-management/scopes/default-scopes-retrieve.md)
- CRM > Data management > Scopes [/linked-account-scopes](https://docs.merge.dev/merge-unified/crm/data-management/scopes/linked-account-scopes-retrieve.md)
- CRM > Data management > Force resync [/sync-status/resync](https://docs.merge.dev/merge-unified/crm/data-management/force-resync/sync-status-resync-create.md)
- CRM > Data management > Passthrough [/passthrough](https://docs.merge.dev/merge-unified/crm/data-management/passthrough/create.md)
- CRM > Data management > Async passthrough [/async-passthrough](https://docs.merge.dev/merge-unified/crm/data-management/async-passthrough/create.md)
- CRM > Data management > Async passthrough [/async-passthrough/{async_passthrough_receipt_id}](https://docs.merge.dev/merge-unified/crm/data-management/async-passthrough/retrieve.md)
- CRM > Data management > Sync status [/sync-status](https://docs.merge.dev/merge-unified/crm/data-management/sync-status/list.md)
- CRM > Org management > Generate key [/generate-key](https://docs.merge.dev/merge-unified/crm/org-management/generate-key/create.md)
- CRM > Org management > Regenerate key [/regenerate-key](https://docs.merge.dev/merge-unified/crm/org-management/regenerate-key/create.md)
- CRM > Org management > Audit trail [/audit-trail](https://docs.merge.dev/merge-unified/crm/org-management/audit-trail/list.md)
- CRM > selective-sync [Conditions List](https://docs.merge.dev/merge-unified/crm/selective-sync/conditions-list.md)

## OpenAPI Specification

The raw OpenAPI 3.1 specification for this API is available at:
- [OpenAPI JSON](https://docs.merge.dev/merge-unified/crm/openapi.json)
- [OpenAPI YAML](https://docs.merge.dev/merge-unified/crm/openapi.yaml)