Contacts & Leads
Create Single Contact
Create a new contact and add it to a group
POST
Description
Create a single contact with detailed information including personal, company, and industry-specific fields. Important: Contacts must belong to a group. Create a group first usingPOST /v1/contacts/groups, then add contacts to it.
Authorizations
Authentication header
Required Fields
Organization unique_id
User unique_id (who is creating the contact)
Group unique_id to add the contact to. Create a group first using
POST /v1/contacts/groups.Contact phone number (E.164 format recommended, e.g.,
+15551234567)Personal Information
First name
Middle name
Last name
Email address
Birthday (YYYY-MM-DD format)
Street address line 1
Street address line 2 (apt, suite, etc.)
City
State
Zip/postal code
Country
Lead opportunity value (e.g., “$500”)
Where the lead came from (e.g., “Facebook”, “Referral”)
Your CRM’s ID for this contact
Company Information
Company name
Industry (e.g., “Real Estate”, “Finance”)
Job title/position
Years at company
National Producer Number (for insurance professionals)
Central Registration Depository number (for financial advisors)
Company street address
Company address line 2
Company city
Company state
Company zip code
Company country
Industry-Specific Fields (Finance & Real Estate)
Last 4 digits of SSN (for verification purposes)
Credit score (300-850)
Type of debt (e.g., “VA Loan”, “FHA”, “Conventional”)
Current loan balance
Current monthly payment
Current lender name
Months since mortgage account opened
Client’s financial goal
Notes
Free-text notes about the contact

