Convert an existing lead to contact and account

Update existing entry in the selected module

Finds an entry in a module

Create module entry if entry does not exist

Creates a new client account.

Updates a lead's status or other fields. Look up by email, phone, or Lead ID.

Creates a new entry in a module

Relates an entry in this module with an entry in another module

Finds multiple entries in a module (with line item support)

Triggers when a lead's status changes (e.g. new → contacted → sold). Fires instantly via webhook.

Triggers when a new lead is created.

Creates a new lead, or updates an existing one if a lead with the same email or phone already exists.

Find an existing lead by email or phone number.