📄️ Contact
Represents a contact (person) tied to a company account: name, email, phones, role and department, locale, primary-contact flag (isPrimary), tags, and optional social profiles. Used in flows that sync the address book and decision makers across sales, marketing, and support tools.
📄️ Lead
Represents a lead: an inbound contact or request that is not yet qualified or is in nurturing. It includes id, channel, pipeline state (status), origin (source), score, person and company fields, sales owner (ownerId), notes, tags, and an optional customFields object for extensions. Typical for flows that capture contacts from the web, events, or imports and sync them to a CRM.
📄️ Opportunity
Represents a sales opportunity: a deal with an estimated amount, pipeline stage (stage), win probability, expected close date, optional links to a lead and account, owner (ownerId), and commercial lines (lineItems) with SKU, quantity, and discounts. Used in flows that sync pipeline, forecasting, or commercial orders between ERP and CRM.
📄️ Prospect
Represents an organizational prospect: a potential company with firmographic data (industry, size, revenue), website, billing address, relationship status (status), link to a canonical account (accountId) when it exists, tags, and owner. Suited to flows that enrich marketing targets or prepare conversion from lead to account.
📄️ Quote
Represents a sales quote: document number, status, validity, header totals (subtotal, tax, discount, grand total), currency, links to opportunity, contact, and account, lines with product, quantity, prices, tax rate, and line total, plus free-text notes. Typical payload for flows that create or update quotes across CPQ, ERP, and CRM.