Represents an individual account, which is an organization or person involved with your business
Model ID | Event Data Key | Description |
---|---|---|
crm_account_info | info | |
crm_account_addresses | addresses | |
crm_account_phones | phones | |
crm_account_contacts | contacts | Get the contacts associated with an account, if the account represents an organization |
crm_account_custom_fields | customFields |
Some CRMs might allow Person Accounts
Typically, CRMs might represent organizations as accounts.
However, some CRMs, like Salesforce, might have the option to create a Person Account which acts as an account that belongs to a particular person without having any company associated with it. A Person Account would have an account, as well as a contact associated to it.
To know whether an account is a Person Account or not, you should refer to the
isPersonAccount
flag in thecrm_account_info
model below.
Account Info
Model ID: crm_account_info
Name | Type | Description |
---|---|---|
id | String | |
name | String | |
description | String | |
industry | String | |
website | String | |
numberOfEmployees | String | |
owner | User | Please refer to https://developers.getknit.dev/reference/base-models#user |
createdBy | User | Please refer to https://developers.getknit.dev/reference/base-models#user |
socialMediaLinks | List[String] | |
updatedAt | Date | |
createdAt | Date | |
lastActivityAt | Date | |
isPersonAccount | Enum | Indicates whether the account is a Person Account type One of TRUE ,FALSE ,NOT_SPECIFIED |
Account Addresses
Model ID: crm_account_addresses
Name | Type | Description |
---|---|---|
addresses | List[Address] | https://developers.getknit.dev/reference/base-models#address |
Account Phones
Model ID: crm_account_phones
Name | Type | Description |
---|---|---|
phones | List[Phone] | https://developers.getknit.dev/reference/base-models#phone |
Account Contacts
Model ID: crm_account_contacts
Name | Type | Description |
---|---|---|
contacts | List[String] | Contact IDs associated with the account |
Event Data Example
{
"id": "15913301322",
"name": "Waystar Royco",
"description": "Multiple diversified businesses in the fields of Media, Entertainment, Parks/Cruises, and others",
"industry": "Entertainment",
"website": "waystarroyco.com",
"numberOfEmployees": 1000.0,
"owner": {
"id": "407425865",
"email": "[email protected]"
},
"createdBy": {
"id": "407425865",
"email": "[email protected]"
},
"socialMediaLinks": [
"twitter.com/waystar",
"linkedin.com/waystar"
],
"updatedAt": "2023-05-31T11:09:59Z",
"createdAt": "2023-05-31T11:09:53Z",
"lastActivityAt": "2023-05-31T11:09:53Z",
"isPersonAccount": "FALSE"
},
"addresses": [
{
"addressLine1": "125, 32nd Street",
"addressLine2": "9th Avenue",
"city": "New York City",
"state": "New York",
"country": "United States of America",
"zipCode": "54AZ",
"addressType": "NOT_SPECIFIED"
}
],
"phones": [
{
"type": "NOT_SPECIFIED",
"phoneNumber": "48562336"
}
],
"contacts": [
"151"
]
}