Reference guides for the crm apps an AI agent can work with: every endpoint, the permission each one needs, and how to give agents safe, governed access.
The Close API is how an app or AI agent works with a Close CRM organization: creating and updating leads and their contacts, tracking opportunities through a pipeline, logging activities like calls, emails, and notes, and managing tasks.
The Copper API is how an app or AI agent works with a Copper account: searching people and companies, creating a lead, advancing an opportunity through a pipeline, or logging an activity against a record.
The Freshsales API is how an app or AI agent works with a Freshsales CRM account: creating and updating contacts, accounts, and deals, logging tasks, appointments, and sales activities, and adding notes to records.
The HubSpot API is how an app or AI agent works with a HubSpot account: reading and creating contacts, updating a deal's stage, opening a support ticket, or linking a contact to a company.
The Insightly API is how an app or AI agent works with an Insightly CRM account: reading and updating contacts and organisations, qualifying leads, moving opportunities through a pipeline, and logging tasks, events, and notes against them.
The Keap API is how an app or AI agent works with a Keap account: reading and creating contacts, applying tags that drive automation, tracking sales opportunities through a pipeline, and creating orders, products, and recurring subscriptions.
The Microsoft Dynamics 365 API is how an app or AI agent works with the Dataverse data behind the business apps: reading and updating accounts and contacts, qualifying a lead, creating an opportunity, or resolving a customer case.
The Nutshell API is how an app or AI agent works with a Nutshell CRM account: finding and creating leads, adding people and companies, logging activities, and reading the pipeline a sales team sells through.
The Pipedrive API is how an app or AI agent works with a sales pipeline: creating a deal, looking up the person or organization behind it, logging an activity, or converting a lead.
The Salesforce API is how an app or AI agent works with a Salesforce org: reading and writing records like accounts and contacts, running a SOQL query, searching across objects, or batching several changes into one call.
The SugarCRM API is how an app or AI agent works with a CRM instance: listing accounts, reading a contact, creating a lead, updating an opportunity, or filing a case.
The Zoho CRM API is how an app or AI agent works with a Zoho CRM org: reading and writing records in a module like Leads or Deals, searching and querying across modules, adding notes and tasks, and reading the modules, fields, and users that describe the account.
Bollard AI sits between a team's AI agents and the apps it runs on. Grant each agent exactly the access it needs, read or write, app by app, and every call is checked and logged.