CRM
CRM
Manage contacts, companies, conversations, and external CRM integrations.
Core objects
- Contacts — people, with custom fields, tags, and source attribution.
- Companies — organizations a contact belongs to.
- Conversations — every channel (call, SMS, email, chat) rolled up per contact.
- Pipelines — opportunity tracking with custom stages and per-stage automation.
Integrations
StrideOps syncs bi-directionally with external CRMs. Each integration is connected at the org level.
| Provider | Direction | Auth | | -------- | --------- | ---- | | GoHighLevel | Two-way | OAuth | | HubSpot | Two-way | OAuth | | Follow Up Boss | One-way (read) | API key |
See the dashboard's Settings → Integrations page to connect a provider. All synced records are auditable from Settings → Integration Logs.
Custom fields
Custom fields are scoped per org and per object type (contact, company, opportunity). Fields are stored on the record as a JSONB object keyed by field UUID, not field key — so when reading via the API, look up the field's id from /api/v1/custom-fields first.
Next steps
- Browse the API Reference for /api/v1/contacts.
- Connect GoHighLevel or HubSpot from the dashboard.