Create an Engagement

Supported apps for Create Engagement

Affinity (affinity)

Supported Request Fields:

  • type - Required
  • content - Required
  • startDateTime - Required
  • direction

Additional Metadata:

  • contactIds - Required

Supported Response Fields:

  • id
Close CRM (close-crm)

Supported Request Fields:

  • type
  • subject
  • direction
  • content
  • startDateTime
  • endDateTime
  • channel
  • owner.id
  • owner.email
  • customFields
HubSpot (hubspot)

Supported Request Fields:

  • type - Required
  • subject
  • direction
  • content
  • owner.id
  • owner.email
  • startDateTime
  • endDateTime
  • channel
  • status
  • customFields

Additional Metadata:

  • metadata.associations
  • metadata.accountId
  • metadata.contactId
  • metadata.contactIds
  • metadata.dealId

Supported Response Fields:

  • id
Salesforce (salesforce)

Supported Request Fields:

  • type - Required
  • subject
  • direction
  • content
  • owner.id
  • startDateTime
  • endDateTime
  • status
  • customFields

Additional Metadata:

  • metadata.accountId
  • metadata.contactId
  • metadata.dealId

Supported Response Fields:

  • id
Sugar CRM (sugar-crm)

Supported Request Fields:

  • type - Required
  • subject
  • direction
  • content
  • owner.id
  • startDateTime - Required
  • endDateTime - Required
  • customFields
  • metadata

Additional Metadata:

  • fromEmailAddress
  • toEmailAddress

Supported Response Fields:

  • id
Zendesk CRM (zendesk-crm)

Supported Request Fields:

  • type - Required
  • subject
  • direction
  • content
  • owner.id
  • startDateTime
  • endDateTime
  • status
  • channel

Additional Metadata:

  • metadata.resourceType - Required
  • metadata.resourceId - Required

Supported Response Fields:

  • id
Zoho CRM (zoho-crm)

Supported Request Fields:

  • type - Required
  • subject
  • direction
  • content
  • owner.id
  • owner.email
  • startDateTime
  • endDateTime
  • customFields

Additional Metadata:

  • metadata.call.duration
  • metadata.accountId
  • metadata.contactId
  • metadata.dealId

Supported Response Fields:

  • id
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