Standard objects
People
Contacts at companies — activities, emails, and quotes link to people.
A person (contact in the API) always belongs to a company. Each company has one main contact: that's the person shown in the company list and behind the call / WhatsApp buttons in the mobile app. A company's first person automatically becomes its main contact.
Fields
| Field | Type | Description |
|---|---|---|
id |
integer | ID. |
rid |
string | Permanent record ID (003…). |
customer_id, customer |
integer, string | The company the person belongs to. |
name |
string | Full name. |
title, department |
string | Job title and department. |
phone, email |
string | Contact details. |
wa |
string | Only the digits of the phone number — for https://wa.me/<wa> links. |
is_main |
boolean | The company's main contact. |
is_former |
boolean | Has left the company. People who leave aren't deleted; they're hidden from lists, and their name stays on past activities. |
note |
string | Short note (250 characters). |
How people are created
- The Add a person endpoint or the company card.
- The
contact_*fields when creating a company. - When you log an activity with a name that doesn't exist at the company yet.
- Email sync: senders of emails from the company's domain (automatically created people are flagged
autoand don't send acontact_createdevent to apps). - Form submissions, Segment
identifyevents, and the data sync hook.
Matching by email
Incoming emails and hooks match a person by email address first, and if none is found, by company + name. Avoid using the same email address at two companies; the match goes to the first person found.