Source leads

CRM
Send sourced leads and contacts to your customers’ CRMs
1. User authorizes access

Your user authorizes your application to access their CRM (e.g. Salesforce, Hubspot) via an OAuth or similar authorization flow through Merge Link.

2. Fetch leads

Utilize the GET /leads endpoint to fetch existing leads from your customer’s CRM.

3. Fetch contacts

Utilize the GET /contacts endpoint to fetch existing contacts from your customer’s CRM.

If there are any custom CRM fields that need to be pulled in, you can use Remote Fields.
4. Create contacts and leads

As new contacts and leads get sourced, push them to your customers’ CRMs using the POST /contacts and POST /leads endpoints.

5. Refresh contact and lead data regularly

Regularly call the GET /contacts and GET /leads endpoints using the modified_after query parameter to track updates to contacts and leads. Now your customers' contacts and leads in their CRM are always up-to-date!

Use webhooks for efficient and real-time syncs.
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Key models & fields
Contacts
GETPOST
email_addresses
first_name
last_name
addresses
phone_numbers
Leads
GETPOST
lead_source
first_name
last_name
email_addresses
phone_numbers
Key features
Typical sync frequency
Highest
Industries
Revenue Intelligence
Sales Operations