> ## Documentation Index > Fetch the complete documentation index at: https://docs.orbit.devotel.io/llms.txt > Use this file to discover all available pages before exploring further. # Get cross-CRM context for a contact > Return a normalised, cross-CRM overlay for one contact — linked records, deals/opportunities, recent activity, e-commerce orders and per-provider lifetime value — aggregated across every CRM the contact is linked to (HubSpot, Salesforce, Pipedrive, Zendesk, Intercom, Shopify, WooCommerce). One provider being slow or down never blanks the others; each provider's outcome is reflected in its `sections[].status`. Powers the Inbox conversation CRM-context panel. Requires contacts:read (or contacts:write) scope; viewer-tier callers are rejected because the overlay can carry pipeline and deal-value data above their read scope. ## OpenAPI ````yaml /openapi.yaml get /api/v1/contacts/{id}/crm-context openapi: 3.1.0 info: title: Devotel CPaaS API description: Orbit by Devotel — Communications Platform as a Service API version: 1.0.0 contact: name: Devotel url: https://devotel.io email: support@devotel.io license: name: Proprietary servers: - url: https://api.orbit.devotel.io description: Production security: - Bearer: [] - ApiKey: [] tags: - name: Messages description: >- Send and manage messages across all channels (SMS, WhatsApp, RCS, Email, Viber, etc.) - name: Fax description: >- List and track fax (MMS/T.38) transmissions on Telnyx-backed fax numbers (sending flows through the Messaging API) - name: Agents description: AI agent creation, configuration, and execution - name: Voice description: Voice calls, IVR, conferencing, and SIP trunking - name: OnCall description: On-call rotations and escalation policy planning for incident alerting - name: Webhooks description: Webhook endpoint management and delivery logs - name: Numbers description: Phone number search, provisioning, and configuration - name: Brand Identity description: >- Unified cross-channel brand trust posture (10DLC, toll-free, WhatsApp, RCS, branded calling, number KYC) - name: Contacts description: Contact management, segmentation, and lifecycle tracking - name: Campaigns description: Marketing campaign orchestration and analytics - name: Flows description: Automation flow builder and execution engine - name: Templates description: Message template management and approval workflows - name: Settings description: Organization, channel, and user preference settings - name: Verify description: OTP generation and verification across channels - name: Push description: Push notification delivery via FCM and APNs - name: Integrations description: Third-party service connections and OAuth management - name: CDP description: >- Customer Data Platform — activation surface (CRM object sync, streaming destinations, ad-audience activation) - name: Files description: >- Server-to-server media upload, listing, retrieval, and deletion (signed-URL backed) - name: Commerce description: >- Omnichannel conversational-commerce — persistent cart + checkout state machine, channel-agnostic hosted pay-by-link, native WhatsApp checkout, and AP2-style agent payment mandates. - name: Sync description: >- Real-time shared-state primitive (Twilio Sync parity) — Documents, Maps, Lists, and ephemeral Streams, with change events relayed over the /api/v1/ws/sync WebSocket gateway - name: Risk description: >- Unified cross-channel Trust & Fraud risk scoring — fuses SMS-pumping, URL-reputation, Verify Fraud Guard, and Voice Biometrics signals into one composite verdict queryable before a send or a call. - name: Orby description: >- In-dashboard Orby operator assistant: streamed assistant turns, conversation threads, product knowledge-base search, and the tool-action approval gate. Available to signed-in operators only (dashboard session auth — API-key requests are rejected). paths: /api/v1/contacts/{id}/crm-context: get: tags: - Contacts summary: Get cross-CRM context for a contact description: >- Return a normalised, cross-CRM overlay for one contact — linked records, deals/opportunities, recent activity, e-commerce orders and per-provider lifetime value — aggregated across every CRM the contact is linked to (HubSpot, Salesforce, Pipedrive, Zendesk, Intercom, Shopify, WooCommerce). One provider being slow or down never blanks the others; each provider's outcome is reflected in its `sections[].status`. Powers the Inbox conversation CRM-context panel. Requires contacts:read (or contacts:write) scope; viewer-tier callers are rejected because the overlay can carry pipeline and deal-value data above their read scope. parameters: - schema: type: string in: path name: id required: true responses: '200': description: Normalised cross-CRM context envelope for the contact. content: application/json: schema: type: object properties: data: type: object additionalProperties: true properties: links: type: array items: type: object additionalProperties: true deals: type: array items: type: object additionalProperties: true activities: type: array items: type: object additionalProperties: true orders: type: array items: type: object additionalProperties: true lifetime_value: type: array items: type: object additionalProperties: true sections: type: array items: type: object additionalProperties: true generated_at: type: string format: date-time meta: type: object properties: request_id: type: string timestamp: type: string format: date-time example: data: links: - provider: hubspot external_id: '1024' record_type: contact record_url: https://app.hubspot.com/contacts/1/contact/1024 status: ok deals: - provider: hubspot deal_id: deal_8821 name: Q1 Expansion stage: negotiation amount: 12000 currency: USD close_date: '2026-03-31' url: https://app.hubspot.com/deal/8821 activities: [] orders: - provider: shopify order_id: '5567' total: 149 currency: USD status: paid placed_at: '2026-01-20T10:00:00.000Z' url: https://admin.shopify.com/orders/5567 lifetime_value: - provider: shopify currency: USD total: 149 order_count: 1 sections: - provider: hubspot status: ok duration_ms: 142 - provider: shopify status: ok duration_ms: 210 generated_at: '2026-02-02T12:00:00.000Z' meta: request_id: req_01HZX9MNOPQR timestamp: '2026-02-02T12:00:00.000Z' components: securitySchemes: Bearer: type: http scheme: bearer bearerFormat: JWT description: Dashboard JWT token from Clerk ApiKey: type: apiKey name: X-API-Key in: header description: Server-to-server API key (dv_live_sk_*) ````