The ID of the user the company is to be assigned to.

If the company name is an exact match to an existing company in your PipelineDeals account, the deal will be associated to that company. If the company name is not found, a new company will be created and the deal will be associated to it.

A deal can only be associated to a person if the trigger application is also PipelineDeals. If you are creating deals based on a trigger from an external application, then the deal will be created without a person associated and this field should not be used.

The ID of the user the deal is to be assigned to.

Setting this field to `true` will enable duplicate email address checking, and making sure the Person record is not created if one already exists for the account with the same email address.

Person's position within their company (ie. CEO, VP, Manager, etc.).

If a company with that name already exists in your PipelineDeals account, the person will be associated with that existing company. Otherwise, a company with the name will be created and the person will be associated with the newly created company.

The ID of the user the person is to be assigned to.

The ID of the person with whom the note should be associated to. _Note: At least one of Person ID, Deal ID, or Company ID must be entered_.

The ID of the deal with whom the note should be associated to. _Note: At least one of Person ID, Deal ID, or Company ID must be entered_.

The ID of the company with whom the note should be associated to. _Note: At least one of Person ID, Deal ID, or Company ID must be entered_.

The ID of the Pipeline user authoring the activity.

Indicates whether the task spans the entire day.

A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.

The ID of the user to assign the event to.

The ID of the user to assign the task to.

The ID of the Pipeline user to assign the company to.

The ID of the Pipeline user to assign the deal to.

The ID of the Pipeline user to assign the person to.

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

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