CRM

Query and edit the lead database and deal pipelines from scripts and automations. Every command talks to the CRM external API (/v1/crm/*) and respects the active workspace. The workspace must have CRM access, or these commands return a 403.

Commands follow a geni crm <noun> <verb> shape. Each noun is a group: some default to a search or list when you omit the verb (people, companies, lists, tags, tasks, pipelines, campaigns, sequences), others are pure verb groups (notes, stages, cards, touchpoints, fields, employments, contact-points). The full surface reads and writes: create, update, delete, move cards, log touchpoints, manage list members and tags, edit stages and custom fields, and manage campaigns and their sequence drafts.

Conventions

• Creates and updates take their body as --json. People and companies expect a JSON array (batch find-or-create and batch update); most other nouns take a single JSON object. Notes use --body instead.
• Output is human-readable tables by default. Pass --json for machine-readable output, or --field <path> on the single-record get commands to print one dotted-path value.
• Card mutations (move, status, update) accept --expected-updated-at for optimistic concurrency. Omit it and the CLI fetches the card's current version first (last-write-wins).

Nouns

• geni crm search finds people, companies, lists, pipelines, and cards in one query.
• geni crm people searches, gets, creates, updates, and deletes people.
• geni crm companies searches, gets, creates, updates, and deletes companies.
• geni crm lists lists, manages, and edits the members of lead lists.
• geni crm tags lists, manages, and assigns workspace tags.
• geni crm notes reads and writes notes on a person, company, or card.
• geni crm tasks lists, creates, edits, and resolves CRM tasks.
• geni crm pipelines lists, gets, creates, updates, and deletes deal pipelines.
• geni crm stages adds, edits, reorders, and deletes a pipeline's stages.
• geni crm cards gets, creates, edits, moves, and sets the status of pipeline cards.
• geni crm attribution-sources lists, creates, renames, archives, and reorders the lead sources a card can carry.
• geni crm touchpoints logs, edits, and deletes interactions on a card.
• geni crm fields lists and manages custom field definitions.
• geni crm employments edits a person's employment history.
• geni crm contact-points edits a person's emails and phone numbers.
• geni crm campaigns lists and manages outbound campaigns and their members.
• geni crm sequences lists and manages per-person sequence drafts inside campaigns.
• geni crm waterfalls reads the workspace's enrichment provider chains.
• geni crm enrich finds and verifies contact info through those chains (paid).