CRM
CRM API endpoints for creating, retrieving, updating, and managing contacts, entities, pipelines, and related data
Fetch Contact
Retrieve a single contact by ID, with optional includes for notes, profile data, signals, and entity information.
Lookup Contact
Search for a contact by name, email, phone, or ID and retrieve their full record with entity, notes, profile, and signals.
Add or Update Contact
Create a new contact or update an existing one with full control over contact fields, entity association, custom fields, and upsert behavior.
Add Notes to Contact
Create or update notes on a contact record. Notes are attributed to the contact owner and can be marked as visible or editable.
Add Profile to Contact
Attach enrichment or profile data to a contact as key-value pairs with a source label. Useful for storing external data that does not fit standard CRM...
Add Communication History
Log an external communication event (email, SMS, call, or message) to a contact's history so SI has a complete picture of all interactions.
Add SI Request
Queue a Segmentation Intelligence action for a contact — schedule a keep-warm touchpoint, trigger a form-based action, or log an engagement signal.
Calculate Lead Score
Calculate a contact's lead score based on custom field completion, opt-out flags, and verification status. Returns a numeric score, tier, and detailed...
Contextualize Data
Send raw, unstructured data (text, JSON, CSV) and let Zyntro's AI interpret it, map it to CRM fields, and create or update a contact automatically.
Manage Attachments
Create, update, or delete file and link attachments on a contact. Supports base64 file uploads to cloud storage and URL-based link attachments.
Produce QR Code
Generate a QR code image for any URL or phone number. Returns a base64-encoded PNG that you can display or save directly.
Update Contact & Entity Fields
Surgically update one or more fields on an existing CRM contact or entity by ID, with built-in validation, tag merging, and custom field preservation.
