Apideck CRM API

Name: CRM API
Brand: CRM API
Availability: InStock

✓ Official Vendor SpecCRMContact ManagementapiKey40 EndpointsREST

Install Jentic One Beta

Connect the CRM API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the CRM API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with CRM API.

Create, list, update, and delete companies and contacts with consistent fields across CRMs

Manage opportunities with monetary value, stage, pipeline reference, and close date

Create and update leads with status, source, and converted-contact references

GET STARTED

Start building with CRM API

Explore with Jentic

View OpenAPI Document

For Agents

Read and write companies, contacts, leads, opportunities, pipelines, activities, and notes across Salesforce, HubSpot, Pipedrive, Zoho, and other CRMs through one unified schema.

Use for: Create a new contact in the connected CRM, List all opportunities open in the current quarter, Update the stage of an opportunity to closed-won, Find a contact by email address across CRMs

Not supported: Does not handle marketing automation, customer support tickets, or quote-to-cash document generation - use for CRM core records (contacts, companies, leads, opportunities, activities) only.

Use Cases

Patterns agents use CRM API for, with concrete tasks.

★ Bidirectional Contact Sync

Sync contacts between a SaaS application and whichever CRM a customer uses. /crm/contacts handles list, create, update, and delete with the same payload across Salesforce, HubSpot, Pipedrive, and Zoho. The unified schema means a single integration replaces five direct CRM connections, so an outreach or marketing app can ship CRM sync as a feature in days rather than quarters.

GET /crm/contacts updated since the last sync and POST any local-only contact records to /crm/contacts on the connected CRM

Deal Stage Updates from External Tools

Move opportunities through the pipeline from a quoting, contract, or analytics tool. /crm/opportunities accepts stage and status updates with the same field shape across CRMs, so a contract-signed event from DocuSign can update the deal to closed-won regardless of whether the CRM is HubSpot or Salesforce.

PATCH /crm/opportunities/{id} with status='WON' when a contract is signed in the upstream tool

Activity Logging from Email and Calendar

Log emails, meetings, and calls against the right contact or deal in a customer's CRM without writing per-CRM activity adapters. /crm/activities accepts the unified activity payload (type, subject, owner, related-to references) and Apideck creates the native activity on the connected CRM. Used by sales-engagement tools to roll out CRM logging across customer base in one release.

POST /crm/activities with type='meeting', subject, owner_id, and the contact_id captured from the calendar invite

AI Agent CRM Assistant

Give an AI agent a tool to read and update CRM records on whichever platform the customer runs. Through Jentic, the agent searches for an intent like 'create a crm contact' and gets the matching Apideck operation with its input schema. The agent does not need a Salesforce-specific or HubSpot-specific adapter.

Search Jentic for 'create crm contact', load the /crm/contacts schema, and execute with the contact's name, email, and company_id

Key Endpoints

40 endpoints — apideck crm is a unified api that maps a single schema for companies, contacts, leads, opportunities, pipelines, activities, notes, and users onto downstream crms such as salesforce, hubspot, pipedrive, zoho, and microsoft dynamics.

METHOD

PATH

DESCRIPTION

GET

/crm/contacts

List contacts on the connected CRM

POST

/crm/contacts

Create a contact

GET

/crm/companies

List companies on the connected CRM

POST

/crm/companies

Create a company

GET

/crm/opportunities

List opportunities with filters

PATCH

/crm/opportunities/{id}

Update an opportunity (stage, value, owner)

GET

/crm/pipelines

List pipelines and their stages

POST

/crm/leads

Create a lead

GET

/crm/contacts

List contacts on the connected CRM

POST

/crm/contacts

Create a contact

GET

/crm/companies

List companies on the connected CRM

POST

/crm/companies

Create a company

GET

/crm/opportunities

List opportunities with filters

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Your Apideck API key is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'find a contact' or 'list open opportunities', and Jentic returns the matching Apideck CRM operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

Time to first call

FAQs

Specific to using CRM API through Jentic.

What authentication does the Apideck CRM API use?

Apideck requires Authorization with a bearer API key, x-apideck-app-id with your Unify application id, and x-apideck-consumer-id with the end-customer reference stored in Apideck Vault. Through Jentic all three values are stored encrypted in the vault and injected at execution time.

Which CRMs does the Apideck CRM API cover?

Apideck Unify routes CRM calls to connectors including Salesforce, HubSpot, Pipedrive, Zoho CRM, Microsoft Dynamics, Copper, Capsule, and Insightly. Use the x-apideck-service-id header to pin the call to a specific connector when a consumer has more than one connected.

Can I create a contact with the Apideck CRM API?

Yes. POST to /crm/contacts with first_name, last_name, emails, phone_numbers, and company_id. Apideck translates the unified payload into the native contact on the connected CRM and returns the created object with the connector's id.

What are the rate limits for the Apideck CRM API?

Apideck enforces limits at both the Unify layer and the underlying connector. Salesforce, HubSpot, and the others each have their own quotas, so a /crm/contacts call respects the downstream connector's limits. Expect ConnectorRateLimitError on connector throttling and HTTP 429 on Unify throttling - retry with exponential backoff.

How do I update an opportunity stage through Jentic?

Search Jentic for 'update crm opportunity stage', load the /crm/opportunities/{id} PATCH schema, and execute with the opportunity id and the new status. The response confirms the update on the connected CRM.

Is the Apideck CRM API free?

Apideck Unify offers a free tier with capped requests; production use is billed per consumer connection. See https://www.apideck.com/pricing for current tiers and contact sales@apideck.com for volume pricing.

Can I limit what my agent is allowed to do with the Apideck CRM API?

Yes. Because Jentic One is self-hosted, you decide which of the Apideck CRM operations your agent may call, so you can allow read-only actions like listing contacts (GET /crm/contacts) and reading pipeline definitions (GET /crm/pipelines) while leaving out writes. If the agent should not close deals, you simply omit the opportunity update operation (PATCH /crm/opportunities/{id}), and the agent can only call the operations you have listed. Your own rules also govern the API key and consumer credentials, which stay under your control and are injected only for the operations you permit.

Apideck CRM API

Connect the CRM API to your agent

Capabilities

Start building with CRM API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs