# CRM Sync API

*/Software/CRM_Sync_API*

## Solution Overview

CRM Sync API provides a unified REST interface that translates a single JSON schema into the proprietary read and write operations of Salesforce, HubSpot, Microsoft Dynamics, and Zoho. It normalizes standard objects like contacts, accounts, and opportunities, while automatically handling vendor-specific rate limits, pagination, and authentication token refreshes. The output is a standardized data payload that abstracts away the underlying CRM architecture for consuming applications.

B2B SaaS engineering teams and AI agent developers integrate this API to bypass building and maintaining separate integrations for every CRM their customers use. It eliminates the engineering overhead of mapping custom fields, tracking API version deprecations, and managing discrete webhook subscriptions across dozens of incompatible platforms.

Operating as a Headless SaaS primitive, the API sits directly above legacy systems of record. It consumes raw, native CRM endpoints and transforms them into a clean, predictable schema. Autonomous sales development agents and customer onboarding services consume this normalized feed to update pipeline stages and retrieve context without requiring hard-coded logic for specific vendor platforms.

## Headless Saas Data Model

**Entities**:
- Name: Connection · Description: Linked CRM provider configuration and authentication state for a specific workspace.
- Name: Workspace · Description: Multi-tenant isolation boundary for API consumers and configurations.
- Name: UnifiedAccount · Description: Normalized business or organization record retrieved from the underlying CRM.
- Name: UnifiedContact · Description: Normalized individual person record retrieved from the underlying CRM.
- Name: UnifiedOpportunity · Description: Normalized sales pipeline deal or opportunity retrieved from the CRM.
- Name: FieldMapping · Description: Rule translating a specific vendor field to the normalized schema.
**Relations**:
- To: Connection · From: Workspace · Label: manages · Cardinality: one-to-many
- To: UnifiedAccount · From: Connection · Label: syncs · Cardinality: one-to-many
- To: UnifiedContact · From: Connection · Label: syncs · Cardinality: one-to-many
- To: UnifiedOpportunity · From: Connection · Label: syncs · Cardinality: one-to-many
- To: FieldMapping · From: Connection · Label: configures · Cardinality: one-to-many
- To: UnifiedContact · From: UnifiedAccount · Label: employs · Cardinality: one-to-many
- To: UnifiedOpportunity · From: UnifiedAccount · Label: owns · Cardinality: one-to-many
**Tenant Anchor**: Workspace
**Primary Resource**: Connection

## Api Definition

**Protocols**:
- REST
- SDK
- MCP
- Webhooks
**Consumed By**:
- [Sales Development Agent](/Agents/Sales_Development_Agent)
- [Customer Onboarding Agent](/Agents/Customer_Onboarding_Agent)
- [Pipeline Enrichment Agent](/Agents/Pipeline_Enrichment_Agent)
- [Lead Routing Agent](/Agents/Lead_Routing_Agent)
**Integrations**:
- [Salesforce](/Products/Salesforce)
- [HubSpot](/Products/HubSpot)
- [Microsoft Dynamics](/Products/Microsoft_Dynamics)
- [Zoho](/Products/Zoho)
**Consumption Model**: An agent connects via the MCP server to read normalized pipeline states, calls the write wrapper to update opportunity stages, and processes delta changes pushed via webhooks.
**Workflow Wrappers**:
- Name: Initialize Tenant Connection · Wraps: authenticates the provider OAuth flow, sets the refresh token, and provisions default field mappings
- Name: Execute Delta Sync · Wraps: paginates the remote CRM endpoint, applies field mappings, and upserts unified contacts and accounts
- Name: Write Normalized Opportunity · Wraps: translates a standard JSON payload into vendor-specific fields and executes the remote push

## Api Function Cascade

**Ai Role**: AI sits inline within the schema normalization layer, using generative models to automatically map bespoke custom fields from varying remote CRMs into a strict unified payload, running straight-through with zero human oversight.
**Cascade**:
- Kind: Code · Note: Uses stored OAuth tokens to access Salesforce, HubSpot, or Dynamics. · Step: Authenticate Vendor Connection · Verb: authenticate · Realizes: Establish Secure Connection · Oversight: none
- Kind: Code · Note: Pulls modified accounts and contacts since the last sync timestamp. · Step: Paginate Remote Deltas · Verb: fetch · Realizes: Retrieve Remote Data · Oversight: none
- Kind: Generative · Note: Semantically aligns vendor-specific custom fields to the unified JSON schema. · Step: Align Custom Schemas · Verb: map · Realizes: Map Data Fields · Oversight: none
- Kind: Code · Note: Writes the normalized payload to the canonical data store. · Step: Upsert Unified Entities · Verb: update · Realizes: Update Database Records · Oversight: none
- Kind: Code · Note: Alerts consuming downstream agents of pipeline state changes. · Step: Emit Sync Webhooks · Verb: dispatch · Realizes: Trigger Event Notifications · Oversight: none
**Optimizes**:
- [Sync Latency](/Metrics/Sync_Latency)
- [Schema Match Rate](/Metrics/Schema_Match_Rate)
- [API Error Rate](/Metrics/API_Error_Rate)
- [Data Freshness](/Metrics/Data_Freshness)

## Headless Saas Representative Offer

**Warranty**: Backed by a 99.9% API uptime service level agreement, providing prorated usage credits for billing cycles that fail to meet availability targets.
**Price Band**: Roughly $0.005 to $0.02 per successful normalized read/write operation, or billed as a flat rate per active CRM tenant connection depending on the tier.
**Pricing Kind**: UsageMeter
**Deliverables**:
- Unified REST API and MCP server access for CRM read/write operations
- Managed tenant OAuth authentication and token refresh infrastructure
- Automated field mapping translation across Salesforce, HubSpot, Dynamics, and Zoho
- Configurable webhook subscriptions for delta state changes
**Delivery Mode**: The buyer generates an API key via a self-serve portal or agentic checkout, immediately enabling metered access to REST, SDK, and MCP sync capabilities.
**Business Function**: ProvideService
**Agent Checkout Support**:
- agentic-commerce-protocol
- stored-credential

## Headless Saas Crud Surface

**Auth Model**: API Key
**Endpoints**:
- GET /connections — list CRM connections
- POST /connections — create a new CRM connection
- GET /connections/{id} — fetch connection details
- PATCH /connections/{id} — update connection configuration
- POST /connections/{id}/sync — trigger a manual data sync for the connection
- GET /connections/{id}/unified-accounts — list unified accounts synced by this connection
- GET /connections/{id}/unified-contacts — list unified contacts synced by this connection
- GET /connections/{id}/unified-opportunities — list unified opportunities synced by this connection
- GET /connections/{id}/field-mappings — list field mappings configured for this connection
- GET /workspaces — list workspaces
- POST /workspaces — create a new workspace
- GET /workspaces/{id} — fetch workspace details
- PATCH /workspaces/{id} — update a workspace
- GET /workspaces/{id}/connections — list connections managed by this workspace
- GET /unified-accounts — list all unified accounts
- POST /unified-accounts — create a unified account
- GET /unified-accounts/{id} — fetch a unified account
- PATCH /unified-accounts/{id} — update a unified account
- GET /unified-accounts/{id}/contacts — list unified contacts employed by this account
- GET /unified-accounts/{id}/opportunities — list unified opportunities owned by this account
- GET /unified-contacts — list all unified contacts
- POST /unified-contacts — create a unified contact
- GET /unified-contacts/{id} — fetch a unified contact
- PATCH /unified-contacts/{id} — update a unified contact
- GET /unified-opportunities — list all unified opportunities
- POST /unified-opportunities — create a unified opportunity
- GET /unified-opportunities/{id} — fetch a unified opportunity
- PATCH /unified-opportunities/{id} — update a unified opportunity
- GET /field-mappings — list all field mappings
- POST /field-mappings — create a field mapping
- GET /field-mappings/{id} — fetch a field mapping
- PATCH /field-mappings/{id} — update a field mapping
**Multitenancy**: Row-level isolation
**Webhook Events**:
- connection.synced
- connection.auth_failed
- unified_account.created
- unified_contact.updated
- unified_opportunity.stage_changed

## Headless Saas Erd

```mermaid
erDiagram
    Workspace {
        UUID id PK "tenant key"
        VARCHAR tenantName
        TIMESTAMP createdAt
    }
    Connection {
        UUID id PK
        UUID workspaceId FK
        VARCHAR providerName
        VARCHAR authStatus
        TIMESTAMP lastSyncedAt
    }
    UnifiedAccount {
        UUID id PK
        UUID connectionId FK
        VARCHAR remoteRecordId
        VARCHAR companyName
        VARCHAR website
    }
    UnifiedContact {
        UUID id PK
        UUID connectionId FK
        UUID unifiedAccountId FK
        VARCHAR remoteRecordId
        VARCHAR emailAddress
    }
    UnifiedOpportunity {
        UUID id PK
        UUID connectionId FK
        UUID unifiedAccountId FK
        VARCHAR remoteRecordId
        VARCHAR pipelineStage
        DECIMAL expectedValue
    }
    FieldMapping {
        UUID id PK
        UUID connectionId FK
        VARCHAR normalizedObject
        VARCHAR normalizedField
        VARCHAR vendorField
    }
    Workspace ||--o{ Connection : manages
    Connection ||--o{ UnifiedAccount : syncs
    Connection ||--o{ UnifiedContact : syncs
    Connection ||--o{ UnifiedOpportunity : syncs
    Connection ||--o{ FieldMapping : configures
    UnifiedAccount ||--o{ UnifiedContact : employs
    UnifiedAccount ||--o{ UnifiedOpportunity : owns
```

## Neighborhood

### Composed into

- [RevOps Automation Agent](/Agents/RevOps_Automation_Agent) — composes · Agents
- [Dealift](/Startups/Dealift) — composes · Startups
- [Signal Match Engine](/Agents/Signal_Match_Engine) — composes · Agents
- [Ticket Resolution Service](/Services/Ticket_Resolution_Service) — composes · Services
- [Channelfield](/Startups/Channelfield) — composes · Startups
- [Pitch Prism](/Agents/Pitch_Prism) — composes · Agents
- [Playbook Adherence Agent](/Agents/Playbook_Adherence_Agent) — composes · Agents
- [Deal Compliance Agent](/Agents/Deal_Compliance_Agent) — composes · Agents
- [Churn Recovery Agent](/Agents/Churn_Recovery_Agent) — composes · Agents
- [Nonexistent Cold Agent Xyz](/Agents/Nonexistent_Cold_Agent_Xyz) — composes · Agents
- [Email](/Startups/Email) — composes · Startups

### Optimizes

- [API Error Rate](/Metrics/API_Error_Rate) — optimizes · Metrics
- [Data Freshness](/Metrics/Data_Freshness) — optimizes · Metrics
- [Schema Match Rate](/Metrics/Schema_Match_Rate) — optimizes · Metrics
- [Sync Latency](/Metrics/Sync_Latency) — optimizes · Metrics

### What it uses

- [Microsoft Dynamics](/Products/Microsoft_Dynamics) — uses · Products
- [Zoho](/Products/Zoho) — uses · Products
- [HubSpot](/Software/HubSpot) — uses · Software
- [Salesforce](/Software/Salesforce) — uses · Software

### Who consumes this

- [Customer Onboarding Agent](/Agents/Customer_Onboarding_Agent) — consumed by · Agents
- [Lead Routing Agent](/Agents/Lead_Routing_Agent) — consumed by · Agents
- [Pipeline Enrichment Agent](/Agents/Pipeline_Enrichment_Agent) — consumed by · Agents
- [Sales Development Agent](/Agents/Sales_Development_Agent) — consumed by · Agents

### Similar Agents

- [Pipeline Integration API](/Agents/Pipeline_Integration_API) — similar · Agents
- [Multi-Ledger Sync API](/Agents/Multi-Ledger_Sync_API) — similar · Agents
- [Agnostic Ingestion API](/Agents/Agnostic_Ingestion_API) — similar · Agents
- [Gateway Ingestion API](/Agents/Gateway_Ingestion_API) — similar · Agents

### Similar Software

- [Ledger Sync API](/Software/Ledger_Sync_API) — similar · Software
- [Firmographic Enrichment API](/Software/Firmographic_Enrichment_API) — similar · Software
- [Firmographic Data API](/Software/Firmographic_Data_API) — similar · Software
- [Pipeline Gateway API](/Software/Pipeline_Gateway_API) — similar · Software
- [Open Banking APIs](/Resources/Client_financial_data/Software/Open_Banking_APIs) — similar · Software
- [Transaction Sync API](/Software/Transaction_Sync_API) — similar · Software
- [Panel Integration API](/Software/Panel_Integration_API) — similar · Software
- [Bank Feed Ingestion API](/Software/Bank_Feed_Ingestion_API) — similar · Software
- [Partner Relationship Management](/Channels/Partner_portal_dashboard/Software/Partner_Relationship_Management) — similar · Software
- [ERP Ledger Sync API](/Software/ERP_Ledger_Sync_API) — similar · Software
- [Member Roster API](/Software/Member_Roster_API) — similar · Software

### Similar Startups

- [Accountancyfabric](/Startups/Accountancyfabric) — similar · Startups
- [Prigress](/Startups/Prigress) — similar · Startups
- [Apactable](/Startups/Apactable) — similar · Startups
- [Uniduct](/Startups/Uniduct) — similar · Startups
- [Threadworks](/Startups/Threadworks) — similar · Startups