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CRM Log History

Showpad's CRM integrations make it possible for users to significantly reduce their administrative tasks by logging their Showpad activities in an integrated CRM. Users can log activities in Shared Spaces and any Showpad email or link shares are associated to the corresponding contact, lead, opportunity, or account in the CRM.

Using the identifier of these Showpad activities, you can retrieve a list of the associated CRM records to:

  • use CRM data in Showpad Apps or other custom tools
  • enhance reports and integrations

The following sections explain how you can retrieve your CRM log history.

Prerequisites
  • A CRM instance integrated with Showpad
  • Admin privileges on Showpad and the integrated CRM
  • Ultimate subscription to Showpad

Base Endpoint​

Every request must be prefixed with the base endpoint:

https://{{subdomain}}.api.showpad.com

Shared Space Records​

You can retrieve a list of CRM records with logged activity within a Shared Space in Showpad.

MethodEndpointDescription
GET/v4/crm/shared-space-records/{sharedSpaceId}Returns a list of CRM records that are associated with a Shared Space identifier.

Example

curl -X 'GET' \
  'https://{{subdomain}}.showpad.com/v4/crm/shared-space-records/1478963215987532' \
  -H 'accept: application/json'

Response

[
  {
    type: 'Account',
    id: '0015f000003rb46AAA',
    name: 'Point',
    url: 'https://customer-org.my.salesforce.com/0015f000003rb46AAA',
  },
  {
    type: 'Opportunity',
    id: '0065f000002wrs4AAA',
    name: 'Point SLA',
    url: 'https://customer-org.my.salesforce.com/0065f000002wrs4AAA',
    accountId: '0015f000003rb46AAA',
  },
  {
    type: 'Contact',
    id: '0035f0000034KVdAAM',
    name: 'Edna Ipsum',
    url: 'https://customer-org.my.salesforce.com/0035f0000034KVdAAM',
    accountId: '0015f000003rb46AAA',
  },
];
note

You can get the identifier of the Shared Space via the payload of our Shared Space webhooks.

Share Records​

You can retrieve a list of CRM records with logged activity of Shares in Showpad.

MethodEndpointDescription
GET/v4/crm/share-records/{shareId}Returns a list of CRM records that are associated with a Share identifier.

Example

curl -X 'GET' \
  'https://{{subdomain}}.api.showpad.com/v4/crm/share-records/12356897654' \
  -H 'accept: application/json'

Response

[
  {
    type: 'Account',
    id: '0015f000003rb46AAA',
    name: 'Point',
    url: 'https://customer-org.my.salesforce.com/0015f000003rb46AAA',
  },
  {
    type: 'Contact',
    id: '0035f000002hHKiAAM',
    name: 'Paul Ipsum',
    url: 'https://customer-org.my.salesforce.com/0035f000002hHKiAAM',
    accountId: '0015f000003rb46AAA',
  },
];
note

You can get the identifier of the Share via the payload of our Share webhooks.