Built by Metorial, the integration platform for agentic AI.
Provider Summary
create and manage records
search and filter records
manage lists and entries
create and delete notes
assign and complete tasks
manage threaded comments
configure objects and attributes
subscribe to webhook events
access call recordings
manage workspace members
Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.
This integration is licensed under the FSL-1.1.
Built with ❤️ by Metorial