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latestOpenAPI 3.1.02026-08-069158174.8 KB

165a6d16a9a0

CRM Service Calls
CRM Aggregate

Aggregate Accounts

Aggregate accounts by group-by fields — ideal for dashboards, charts, and analytics.

Use this endpoint to build account distribution charts by status, relationship type, or industry. Pair with a numeric aggregate_field for revenue or employee-count roll-ups.

Request Body (AggregateRequest): Same as leads/aggregate.

Examples:

  • Accounts by status: {"group_by_fields": ["status"]}
  • Accounts by relationship type: {"group_by_fields": ["relationship_type"]}
  • Accounts by industry with revenue: {"group_by_fields": ["industry"], "aggregate_field": "revenue"}
post/crm/accounts/aggregate

Request body

group_by_fieldsstring[] required

Fields to group by, e.g. ["lead_status"], ["stage", "marketing_source"]

aggregate_fieldstring nullable

Numeric field to aggregate, e.g. "value_of_sale", "estimated_budget"

match_filter_dictstring nullable

JSON-stringified MongoDB filter to narrow the dataset before aggregation

sort_dictstring nullable

JSON-stringified sort criteria, e.g. {"count": -1}

page_sizeinteger

Maximum number of groups to return

page_numinteger

Page number (1-indexed)

Response

Successful Response

total_groupsinteger

Total number of groups returned

aggregate_fieldstring nullable

The numeric field that was aggregated

group_by_fieldsstring[]

Fields that were grouped by