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Automate CRM is a modern customer relationship management platform designed to help teams capture, qualify, and convert leads while maintaining a unified view of customer interactions across sales, support, and messaging channels. Whether you are synchronizing deals from an external system, provisioning contacts, managing catalog products, or powering context-aware chat inboxes, Automate CRM provides a high-performance external integration API. CRM dashboard showing sales pipeline metrics, onboarding schedule, and connected apps

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Core capabilities

Lead management

Track deals through customizable pipelines and stages, assign sales owners, and capture marketing attribution metadata.

Contact records

Centralize customer profiles with automatic deduplication, upsert support, and flexible tagging.

Product catalog

Maintain workspace products with SKU enforcement, custom pricing tiers, and inventory categorization.

Follow-up workflows

Schedule tasks and reminders for leads and contacts to keep your sales pipeline moving forward.

Custom fields

Extend leads, contacts, and products with workspace-specific text, number, date, and dropdown attributes.

Inbox phone lookup

Resolve comprehensive customer history and deal context in real time from incoming chat phone numbers.

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Getting started

Follow our guided onboarding to authenticate and make your first CRM API call in minutes.

Quickstart guide

Set up your workspace credentials and run your first API request.

API reference

Explore the complete OpenAPI 3.1.0 specification for all external CRM endpoints.