CRM
Explore how to manage customer, company, and deal data within our platform. This section provides technical guides, use cases, and limitations related to CRM functionalities.
Hubspot
Hubspot: Why are some properties missing in API Responses?
The Unify API adheres to a "sparse" response pattern. In this pattern, if a property in the API response has an empty value, that property is omitted ...
Hubspot Troubleshooting: No webhook events?
As an administrator, when setting up a Hubspot OAuth, there is an option to configure Webhooks from Hubspot to Apideck. Follow our guide: How to conf...
Salesforce
Salesforce: How to get the instance URL for a Salesforce connection?
When using the Proxy API for making a Salesforce request, you will need the dedicated instance URL of a consumer. Since each consumer will have its ...
Salesforce Troubleshooting: How to show notes?
When you are building an integration with Salesforce, where you want to read or write notes through the Unify API, it can be handy to see the notes wi...
Salesforce Troubleshooting: How to handle custom objects?
Salesforce supports " Custom objects ", which is different from " Custom fields ". Within the Unify CRM API, we include custom fields as part of the ...
Salesforce: How to include Related Object Fields in Contact responses
Use pass-through parameters and custom mappings to include related object fields in contact responses without making separate API calls. For related S...