CRM FIELDS: APIs, MERGE TAGS & CSVs

Use the tables below to view CRM Fields with associated API Keys, Personalisation Merge Tag and CSV header.

API URLs:

  • Contacts
  • Companies
  • Enquiries 
  • Sales Leads
  • Support Tickets
  • Project Tasks

CSV Downloads:

  • Contacts
  • Companies
  • Enquiries 
  • Sales Leads
  • Support Tickets
  • Project Tasks

ENQUIRIES

ENQUIRIES/LEADS/TICKETS/TASKS

Status

API: status

MERGE: {status}

CSV: Status

Priority

API: priority

MERGE: {priority}

CSV: Priority

Importance

API: importance

MERGE: {importance}

CSV: Importance

Owner

API: owner

MERGE: {owner}

CSV: Owner

Solution

API: solution

MERGE: {solution}

CSV: Solution

Price

API: price

MERGE: {price}

CSV: Price

Price 2

API: price_2

MERGE: {price_2}

CSV: Price 2

Date

API: date

MERGE: date

CSV: Date

Date Due

API: date_2

MERGE: {date_2}

CSV: Date 2

Time

API: time

MERGE: time

CSV: Time

Time 2

API: time_2

MERGE: {time_2}

CSV: Time 2

Campaign

API: campaign

MERGE: {campaign}

CSV:  Camapign

Tags

API: data_tags

MERGE: {data_tags}

CSV:  Data Tags

Source

API: date_source

MERGE: {data_source}

CSV:  Data Source

Lost Reason

API: lost_reason

MERGE: {lost_reason}

CSV:  Lost Reason

Resolution

API: resolution

MERGE: {resolution}

CSV:  Resolution

Funnel

API: funnel_status

MERGE: {funnel_status}

CSV: Funnel Status

Notes

API: notes

MERGE: {notes}

CSV: Notes

File 1

API: file_1

MERGE: {file_1}

CSV: File 1

File 2

API: file_2

MERGE: {file_2}

CSV: File 2

File 3

API: file_3

MERGE: {file_3}

CSV: File 3

File 4

API: file_4

MERGE: {file_4}

CSV: File 4

File 5

API: file_5

MERGE: {file_5}

CSV: File 5

Form Name

API: form_name

MERGE: {form_name}

CSV: Form Name

Form Tags

API: form_tags

MERGE: {form_tags}

CSV: Form Tags

Referrer URL

API: referrer_url

MERGE: {referrer_url}

CSV: Referrer URL

Request IP

API: request_ip

MERGE: {request_ip}

CSV: Request IP

Enquiry Time

API: enquired_at

MERGE: {enquired_at}

CSV: Enquired At

PROPOSAL

Proposal Url

API: page_url / (website_url???)

MERGE: {page_url}

CSV: Page URL

Proposal ID (Contact ID????)

API: contact_id

MERGE: {contact_id}

CSV: Contact ID

Voice Model ID

API: voice_model_id

MERGE: {voice_model_id)

CSV: Voice Model ID

Video Embed Code (says URL??)

API: video_url

MERGE: {video_url}

CSV: Video URL

Summary

API: summary

MERGE: {summary}

CSV: Summary

Description

API: description

MERGE: {description}

CSV: Description

Option 1

API: option_1

MERGE: {option_1}

CSV: Option 1

Options 2

API: option_2

MERGE: {option_2}

CSV: Option 2

Option 3

API: option_3

MERGE: {option_3}

CSV: Option 3

Option 4

API: option_4

MERGE: {option_3}

CSV: Option 4

Option 5

API: option_5

MERGE: {option_5}

CSV: Option 5

Option 6

API: option_6

MERGE: {option_6}

CSV: Option 6

Option 7

API: option_7

MERGE: {option_7}

CSV: Option 7

Option 8

API: option_8

MERGE: {option_8}

CSV: Option 8

Option 9

API: option_9

MERGE: {option_9}

CSV: Option 9

Option 10

API: option_10

MERGE: {option_10}

CSV: Option 10

CONTACTS TABLE

COMPANY

Website

API: website_url

MERGE: {website_url}

CSV: Website URL

Company Name

API: company_name

MERGE: {company_name}

CSV: Company Name

Phone

API: phone

MERGE: {phone}

CSV: Phone

Address

API: company_address

MERGE: {company_address}

CSV: Company Address

City

API: company_city

MERGE: {company_city}

CSV: Company City

Postcode

 API: company_postcode

MERGE: {company_postcode}

CSV: Company Postcode

Country

API: company_country

MERGE: {company_country}

CSV: Company Country

Business Number

API: abn  | business_number

MERGE: {abn} | {business_number}

CSV: abn | Business Number

LinkedIn (Company)

API: company_linkedin_url

MERGE: {company_linkedin_url}

CSV: Company LinkedIn

X

API: twitter_url

MERGE: {twitter_url}

CSV: Twiter URL

Facebook

API: facebook_url

MERGE: {facebook_url}

CSV: Facebook URL

Instagram

API: instagram_url

MERGE: {instagram_url}

CSV: Instagram URL

Industry

API: industry

MERGE: {industry}

CSV: Industry

Staff

API: no_of_staff

MERGE: {no_of_staff}

CSV: No of Staff

Revenue

API: gross_annual_revenue

MERGE: {gross_annual_revenue}

CSV: Gross Annual Revenue

Software

API: software

MERGE: {software}

CSV: Software

CONTACT

First Name

API: first_name

MERGE: {first_name}

CSV: First Name

Last Name

API: last_name

MERGE: {last_name}

CSV: Last Name

Email

API: email

MERGE: {email}

CSV: Email

Mobile

API: mobile

MERGE: {mobile}

CSV: Mobile

Phone 2

API: phone_2

MERGE: {phone_2}

CSV: Phone 2

LinkedIn

API: linkedin_url

MERGE: {linkedin_url}

CSV: LinkedIn

Job Title

API: job_title

MERGE: {job_title}

CSV: Job Title

Role

API: role

MERGE: {role}

CSV: Role

Contact Address

API: contact_address

MERGE: {contact_address}

CSV: Contact Address

Contact City

API: contact_city

MERGE: {contact_city}

CSV: Contact City

Contact State

API: contact_state

MERGE: {contact_state}

CSV: Contact State

Contact State

API: contact_state

MERGE: {contact_state}

CSV: Contact State

Contact Postcode

API: contact_postcode

MERGE: {contact_postcode}

CSV: Contact Postcode

Contact Postcode

API: contact_postcode

MERGE: {contact_postcode}

CSV: Contact Postcode

Contact Country

API: contact_country

MERGE: {contact_country}

CSV: Contact Country

MEMBER

Title

API: title

MERGE: {title}

CSV: Title

Gender

API: gender

MERGE: {gender}

CSV: Gender

Date of Birth

API: date_of_birth

MERGE: {date_of_birth}

CSV: Date of Birth

Member Group

API: member_group

MERGE: {member_group}

CSV: Member Group

Subscribed

API: subscribed

MERGE: {subscribed}

CSV: Subscribed

OTHER ENQUIRIES API Keys and CSVs NEED TO KNOW

Form Page URL (REFFERER??)

form_page_url

form_page_url

Form Page URL

Enquiry Notes

enquiry_notes

enquiry_notes

Enquiry Notes

Instantly Subject Line

Instantly Subject Line

Instantly Subject Line

Instantly Subject Line

Instantly Message

Instantly Message

Instantly Message

Instantly Message

Instantly Date | Time

Instantly Date | Time

Instantly Date | Time

Instantly Date | Time

Instantly Others/etc

Instantly Others/etc

Instantly Others/etc

Instantly Others/etc

Chatbot Name

Chatbot Name

Chatbot Name

Chatbot Name

Chatbot Chat

Chatbot Chat

Chatbot Chat

Chatbot Chat

Chatbot Chat

Chatbot Chat

Chatbot Chat

Chatbot Chat

WhatsApp Number

WhatsApp Number

WhatsApp Number

WhatsApp Number

WhatsApp Chat

WhatsApp Chat

WhatsApp Chat

WhatsApp Chat

WhatsApp Chat

WhatsApp Chat

WhatsApp Chat

WhatsApp Chat

WhatsApp Tags

WhatsApp Tags

WhatsApp Tags

WhatsApp Tags

WhatsApp Date | Time

WhatsApp Date | Time

WhatsApp Date | Time

WhatsApp Date | Time

Voicebot Model ID

Voicebot Model ID

Voicebot Model ID

Voicebot Model ID

Voicebot Date | Time

Voicebot Date | Time

Voicebot Date | Time

Voicebot Date | Time

Voicebot Transcript

Voicebot Transcript

Voicebot Transcript

Voicebot Transcript

Voicebot Tags

Voicebot Tags

Voicebot Tags

Voicebot Tags

Voicebot Audio

Voicebot Audio

Voicebot Audio

Voicebot Audio

Calendar URL

Calendar URL

Calendar URL

Calendar URL

Calendar Date

Calendar Date

Calendar Date

Calendar Date

Calendar Time

Calendar Time

Calendar Time

Calendar Time

Calendar Enquiry Message

Calendar Message

Calendar Message

Calendar Message

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