Create an Account

Name of the account (Primary).

Used for identification, unique values are recommended.

Account rating (Picklist)

Account type (Picklist)

Secondary status code (Picklist)

Billing city

Billing country

Billing state

Billing street

Billing zip code

Birthday date in UTC format.

Type of ownership (Picklist).

A campaign's GUID.

Description of up to 4,000 characters.

Automatically sets to "yes" if the record is a duplicate, can be manually set (Picklist).

Primary email address, must be in email format.

Secondary email address, must be in email format.

Third used email address, must be in email format.

Fax number

First name

ID of the person or company.

Industry (Picklist)

Sets if the account will opt out of emails (Picklist).

Last name

Reason the account was lost (Picklist).

Text of up to 4,000 characters explaining needs.

Number of employees

Lead source (Picklist)

The GUID of the system user who created the record, can also be set manually. Will be used for permissions.

The parent account's GUID.

Payment terms (Picklist)

The primary contact's GUID.

Account revenue

Shipping method (Picklist)

Sets the state of the account as active or inactive (Picklist).

Status of the account (Picklist).

Text of up to 4,000 characters explaining objections against the product or service.

Primary phone number, contains exclusively numbers.

Secondary phone number, contains exclusively numbers.

Third used phone number, contains exclusively numbers.

Website of the account in URL format.