Privacy-conscious person lookup with journey tracking

Search for a person by email, phone, internal ID, or external ID and retrieve their complete journey through the sales pipeline (lead → contact → opportunity).

Search Options

Provide at least one of:

• email: Search by email address
• phone: Search by phone number
• id: Search by internal CRM record ID (lead or contact)
• external_id: Search by external/partner reference ID

Privacy Notice

This endpoint returns only aggregate activity metrics. It does NOT expose:

• Names, IDs, or any identifying information
• Actual comment content or details
• Owner/assigned user information
• Deal values or commission-sensitive data
• Tags or custom fields

Rate Limits

• 60 requests per minute per auth token
• Rate limited to prevent abuse

Search Logic

1. If id or external_id provided, searches directly by ID (takes priority)
2. Falls back to email/phone search if no ID match or no ID provided
3. Searches contacts first (prioritizes existing relationships)
4. Searches leads (for new prospects)
5. If a contact is found, searches for associated opportunities
6. Returns the complete journey with activity metrics at each stage

Use Cases

• Duplicate Detection: Check if a person already exists before creating a new lead
• Journey Tracking: Understand where a person is in the sales pipeline
• Commission Attribution: Verify activity within inactivity period for commission eligibility
• Direct Lookup: Retrieve journey info for a known record by ID

Inactivity Period

The inactivity_days parameter (default: 30) determines whether activity is considered "recent". The has_recent_activity response field indicates if the most recent activity falls within this threshold.