Knowledge Base
Find answers to common questions and learn how to use the CRM
Getting Started with CRM
Learn how to set up your CRM account and start managing your leads and deals effectively.
Understanding Pipelines
Discover how to create and manage sales pipelines to track your deals through different stages.
Importing Contacts
Bulk import contacts from CSV files or other CRM platforms.
Creating Your First Email Campaign
Step-by-step guide to building and sending email campaigns to your leads and contacts.
Automating Workflows
Learn how to create automated workflows that save time and ensure consistent follow-ups.
Using the Calendar
Sync your calendar and schedule meetings directly from the CRM.
API Authentication
Learn how to authenticate your API requests using tokens and OAuth 2.0.
Contacts API Endpoint
Complete reference for the Contacts API including endpoints, parameters, and response formats.
Deals API Endpoint
Reference for the Deals API to create, update, and track deals programmatically.
Common FAQ: Integration Issues
Solutions to frequently encountered issues when integrating with third-party tools.
Billing and Subscriptions FAQ
Answers to common questions about billing, plans, and subscription management.
Data Security Practices
Learn about how we protect your data and security best practices.