Developers API Reference Guides User Guide (sign-in required)

Authentication

A P I Keys Users

CRM Core

Leads Contacts Accounts Opportunities Pipelines Tasks Cases Activities Notes Campaigns Competitors Custom Objects Custom Fields

Deal Intelligence

Deal Scoring Deal Progression Deal Rooms Digital Sales Rooms Buyer Intent Pipeline Simulation Account Health Health Auto Triage

Sales Operations

Products Quotes Quote Versions Orders Contracts Price Books Discount Rules Tax Rates Approval Workflows Interactive Proposals Invoice Management Splits Territories Assignment Rules

Sequences & Outreach

Sequences Sales Inbox Smart Email Smart Capture

Communication

Conversations Call Intelligence Conversation Intelligence Meetings Meeting Briefings Smart Scheduler Calendar Integrations Email Templates Email Inbox Email Integrations Email Tracking Unified Communications Team Messages Notifications

Analytics & Forecasting

C P Q Analytics Reports Dashboard Custom Dashboards Embedded Analytics Forecast Intelligence

Revenue Intelligence

Revenue Intelligence Revenue Leakage Revenue Attribution

AI & Automation

A I Agents Agent Marketplace Digital Workers Playbooks Workflows Cross Object Workflows Webhook A I Workflows Predictive Routing Smart Assignment Guided Selling

Coaching & Enablement

Coaching Role Play Coaching Effectiveness Coaching Goals Objection Playbook Gamification

Data Management

Duplicate Detection Data Enrichment Auto Enrichment Data Quality Data Freshness Bulk Operations

Collaboration & Portals

Collaboration Customer Portal Partner Portal Partners N P S Surveys Web Forms

Documents

Documents E Signature

Payments

Developer Tools

Webhooks Events Graph Q L POST Bulk A P I Search Localization Mobile Command Relationship Maps Customer 360 Integrations Sandboxes

More

After Save Triggers App Runtime GET Before Save Hooks Custom Actions Custom Reports Flows Functions Marketplace Metadata O Auth Quota and Forecast

Smart Capture

Automatic activity logging

Smart Email

AI-powered email composition

Conversations

Conversation threads and messaging