tracee crm

contacts

Search synced contacts. By name, email or company, with the campaign or post each is attributed to.

tracee crm contacts [--query <query>] [--stage <stage>] [--limit <limit>]

• --querystring

  The query

  up to 200 characters

• --stagestring

  A lifecycle stage, e.g. MQL

  up to 50 characters

• --limitinteger

  The limit

  1–100

tracee crm contacts --query acme.com --limit 10

create-contact

Create a contact in the CRM. A contact (HubSpot, Freshsales), lead (Salesforce, Zoho, Copper, Close) or person (Pipedrive, Attio). Always becomes an approval request for a person.

tracee crm create-contact [--crm <crm>] [--email <email>] [--first-name <first_name>] [--last-name <last_name>] [--company <company>] [--title <title>] [--phone <phone>] [--website <website>] [--stage <stage>] [--note <note>]

• --crmstring

  One CRM, for create_contact and update_contact; the connected one by default

  Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

• --emailstring

  The email

  up to 320 characters

• --first-namestring

  The first name

  up to 100 characters

• --last-namestring

  The last name

  up to 100 characters

• --companystring

  The company

  up to 200 characters

• --titlestring

  The title

  up to 200 characters

• --phonestring

  The phone

  up to 50 characters

• --websitestring

  The website

  up to 500 characters

• --stagestring

  Its stage in the CRM

  up to 50 characters

• --notestring

  Context for the approver

  up to 500 characters

--data <json|@file|-> sends the whole body instead of flags.

tracee crm create-contact --crm hubspot

update-contact

Update a contact in the CRM. Changes a contact's fields in HubSpot, Salesforce or Pipedrive, found by record_id (from the live lookup), contact_id (synced) or email. Always becomes an approval request for a person.

tracee crm update-contact --fields <fields> [--crm <crm>] [--record-id <record_id>] [--contact-id <contact_id>] [--email <email>] [--note <note>]

• --fieldsobjectrequired

  The fields to change JSON text or @file.json.

  Show child attributes
• --crmstring

  One CRM, for create_contact and update_contact; the connected one by default

  Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

• --record-idstring

  The record's id in the CRM, from GET /api/v1/crm/lookup

  up to 200 characters

• --contact-idstring

  up to 200 characters

• --emailstring

  The email

  up to 320 characters

• --notestring

  Context for the approver

  up to 500 characters

--data <json|@file|-> sends the whole body instead of flags.

tracee crm update-contact --fields '{}'

sync

Sync contacts from the CRM. Pulls contacts modified in the window from one CRM (crm) or every connected one, and reruns attribution.

tracee crm sync [--crm <crm>] [--platforms <platforms>] [--days <days>]

• --crmstring

  One CRM, for create_contact and update_contact; the connected one by default

  Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

• --platformsstring[]

  These CRMs; every connected one by default Repeat the flag or separate values with commas.

  up to 8 items

  Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

• --daysintegerdefault: 30

  Window in days, ending today

  1–365

--data <json|@file|-> sends the whole body instead of flags.

tracee crm sync --crm hubspot

overview

CRM overview. Connected CRMs, contacts per CRM and per stage, how many are attributed, and the last sync.

tracee crm overview [--platforms <platforms>]

• --platformsstring[]

  These CRMs; every connected one by default Repeat the flag or separate values with commas.

  up to 8 items

  Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

contact

One contact's journey. Every stage with its date, the campaign or post that brought them, and their first touch. By contact_id or email.

tracee crm contact [--contact-id <contact_id>] [--email <email>]

• --contact-idstring

  From GET /api/v1/crm/contacts

  up to 200 characters

• --emailstring

  The email

  up to 320 characters

funnel

Funnel by source. Distinct contacts per stage, split by ad platform, social posts or unattributed.

tracee crm funnel [--days <days>] [--from <from>] [--to <to>]

• --daysintegerdefault: 30

  Window in days, ending today

  1–365

• --fromstring

  Start date, YYYY-MM-DD

  pattern ^\d{4}-\d{2}-\d{2}$

• --tostring

  End date, YYYY-MM-DD

  pattern ^\d{4}-\d{2}-\d{2}$

lookup

Look up the CRM live. Reads the CRM itself (not the synced copy), by email or free text.

tracee crm lookup [--crm <crm>] [--platforms <platforms>] [--email <email>] [--query <query>]

• --crmstring

  One CRM, for create_contact and update_contact; the connected one by default

  Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

• --platformsstring[]

  These CRMs; every connected one by default Repeat the flag or separate values with commas.

  up to 8 items

  Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

• --emailstring

  The email

  up to 320 characters

• --querystring

  The query

  up to 200 characters

form-leads

Leads from forms and meetings. Leads from Typeform, Tally, Jotform, Calendly, Cal.com, Eventbrite and Zoom: which forms or events feed them, the last sync, and the latest leads with their form, UTMs and what brought them.

tracee crm form-leads [--apps <apps>] [--days <days>] [--query <query>] [--limit <limit>]

• --appsstring[]

  These form and meeting apps; every one by default Repeat the flag or separate values with commas.

  up to 7 items

  Available options:typeformtallyjotformcalendlycaleventbritezoom

• --daysintegerdefault: 30

  Window in days, ending today

  1–365

• --querystring

  The query

  up to 200 characters

• --limitinteger

  The limit

  1–100