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 | |
User Mapped Fields | userMappedFields | Field Mappings done via Mapping Presets |
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 |
Custom Fields
Model ID: crm_account_custom_fields
All the custom/auto populated/calculated fields in the source CRM.
Name | Type | Description |
---|---|---|
fields | Map<String, Object> |
If you're only interested in a subset of fields rather than all the fields, consider mapping the fields you want using Mapping Presets. Custom Fields often include large number of CRM calculated and auto updated fields which might lead to a huge volume in
delta_syncs
User Mapped Fields
Edit Field Mappings from the Knit dashboard for each integrated account to get unmapped fields. Read more about it here: https://developers.getknit.dev/docs/get-custom-fields-sync
Name | Type | Description |
---|---|---|
fields | Map<String, Object> |
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"
]
}