capabilities.work

CRM Log an Engagement on a Contact

A 3-step recipe with Merge. We can help you get access.

Recipe · 3 steps

CRM Log an Engagement on a Contact

with Merge

Log an engagement against a contact resolved by email.

  1. Resolve the contact by matching on the supplied email address, returning at most one match.
  2. Create the engagement and reference the resolved contact.
  3. Read the created engagement back to confirm it was persisted.
What you'll need to have ready
  • authorization: Production access token with the required "Bearer " prefix.
  • accountToken: The account token identifying the linked CRM end user.
  • contactEmail: The email address used to resolve the contact.
  • content: The body content of the engagement.
  • subject: The subject of the engagement.
  • direction: The direction of the engagement (INBOUND or OUTBOUND).
  • startTime: When the engagement started (ISO 8601).
For your developer

Arazzo workflow merge:log-engagement, 3 operations: {$sourceDescriptions.subpackageContactsApi.url}#/paths/~1crm~1v1~1contacts/get → {$sourceDescriptions.subpackageEngagementsApi.url}#/paths/~1crm~1v1~1engagements/post → {$sourceDescriptions.subpackageEngagementsApi.url}#/paths/~1crm~1v1~1engagements~1{id}/get. Specs on APIs.io.

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