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Documentation

CRM

Contacts, channel identities, timelines, segments, and lists.

Syntra CRM provides a single customer profile across channels. Contacts accumulate identities (WhatsApp phone, email, web chat session), interaction timelines, and segment membership for campaign targeting.

Contacts

  • GET/POST /v1/crm/contacts: create and search contacts
  • GET /v1/crm/contacts/{id}: profile with identities
  • GET /v1/crm/contacts/{id}/timeline: cross-channel activity

Segments & lists

  • GET/POST /v1/crm/segments: dynamic audience rules
  • GET /v1/crm/lists: static recipient lists for campaigns
Engage campaigns and Inbox conversations link to CRM contacts automatically when channel identifiers match.