Deal Schema

This is the full list of fields returned by the Get Deals and Bulk Export Deals endpoints. Use the columns parameter to request a subset; * (the default) returns every scalar field plus the relational arrays (drivers, competitors, features). Types are given as JSON types. Timestamps are ISO 8601 strings (e.g. 2026-01-10T12:00:00Z). A field is null when it hasn’t been set or generated yet.

Several internal columns are never returned, even with * or when named explicitly: full-text search vectors, sync bookkeeping, sharing config, and raw aggregate blobs — fts, joined_fts, keywords, mention_ids, sync_run_id, client_id, proposal, next_steps*, requirements*, summary_context/summary_all, engagements_*, slack_channel_id, org_sharing_*, reports_event_run_id, processing_in_progress, last_processing_started, questions_due.

Core deal

Field	Type	Description
`id`	string	Deal identifier (e.g. `deal_123`).
`name`	string	Deal name.
`org_id`	string	Owning organization ID.
`owner_id`	string	Deal owner (user ID).
`type`	string	Deal type (e.g. `New Business`, `Expansion`).
`region`	string	Region (e.g. `North America`).
`industry`	string	Industry of the account.
`amount`	number	Deal value.
`status`	string	Deal stage (display value).
`status_id`	string	Deal stage ID.
`previous_status_id`	string	Prior stage ID.
`close_date`	string	Expected/actual close date (aliased from the internal `proposal_due`; requestable as either name).
`last_status_updated`	string	When the stage last changed.
`created_at`	string	Creation timestamp.
`updated_at`	string	Last update timestamp.
`last_synced`	string	Last CRM sync timestamp.
`archived`	boolean	Whether the deal is archived.
`deal_analyzed`	boolean	Whether win-loss analysis has run.
`summary`	string	The deal’s executive summary, `null` until analyzed.
`website_url`	string	Account website.
`collaborators`	string[]	Collaborator user IDs.
`contact_ids`	string[]	Associated contact IDs.
`metadata`	object	Free-form metadata (e.g. `{ "source": "..." }`).

CRM

Field	Type	Description
`hubspot_id`	string	HubSpot deal ID.
`hubspot_url`	string	HubSpot deal URL.
`salesforce_id`	string	Salesforce opportunity ID.
`salesforce_url`	string	Salesforce opportunity URL.
`hubspot_custom_properties`	object	Custom HubSpot deal properties.
`hubspot_custom_properties_account`	object	Custom HubSpot account properties.
`salesforce_custom_properties`	object	Custom Salesforce opportunity properties.
`salesforce_custom_properties_account`	object	Custom Salesforce account properties.

Account / company

Field	Type	Description
`client_name`	string	Account/company name.
`logo_url`	string	Company logo URL.
`short_description`	string	Short company description.
`linkedin_url`	string	Company LinkedIn URL.
`twitter_url`	string	Company Twitter/X URL.
`phone`	string	Company phone.
`city`	string	Company city.
`state`	string	Company state/region.
`country`	string	Company country.
`founded_year`	number	Year founded.
`num_employees`	number	Employee count.
`annual_revenue`	number	Annual revenue.
`total_funding`	number	Total funding raised.

Competitors

Scalar references plus the flattened competitors array.

Field	Type	Description
`competitor_ids`	string[]	All competitor IDs on the deal.
`primary_competitor_id`	string	Primary competitor ID.
`incumbent_competitor_id`	string	Incumbent competitor ID.
`selected_competitor_id`	string	Competitor that won (if lost to a competitor).
`competitors`	object[]	Flattened competitor detail — see below.

competitors[] (highest threat first):

Field	Type	Description
`competitor_id`	string	Competitor ID.
`name`	string	Competitor name.
`is_primary`	boolean	Primary competitor on the deal.
`is_incumbent`	boolean	Incumbent vendor.
`threat_level`	number	Competitive threat level (1–5).
`outcome`	string	Competitive outcome.
`positioning_summary`	string	How we positioned against them.
`key_differentiators`	string	Key differentiators cited.

Drivers

Decision drivers behind the outcome. Flat arrays plus the flattened drivers array.

Field	Type	Description
`driver_ids`	string[]	Driver (reason) IDs.
`driver_names`	string[]	Driver names, parallel to `driver_ids`.
`drivers`	object[]	Flattened driver detail — see below.

drivers[] (strongest first):

Field	Type	Description
`name`	string	Driver / reason name.
`tag`	string	Category tag (e.g. `Product`, `Pricing`, `Relationship`).
`score`	number	Influence score.
`sentiment`	string	`positive`, `negative`, or `neutral`.
`summary`	string	How this driver impacted the deal.

Features

Field	Type	Description
`feature_ids`	string[]	Associated feature IDs.
`features`	object[]	Flattened feature detail — see below.

features[] (highest impact first):

Field	Type	Description
`name`	string	Feature name.
`product`	string	Product the feature belongs to.
`impact_score`	number	Impact on the deal (1–5).
`sentiment`	string	Sentiment toward the feature.
`influence_summary`	string	How the feature influenced the deal.

Metrics (win-loss scorecard)

Eight default metrics, each a score (1–5) plus a text explanation.

Score field	Explanation field
`wl_product_fit_score`	`wl_product_fit_explanation`
`wl_sales_execution_score`	`wl_sales_execution_explanation`
`wl_relationship_score`	`wl_relationship_explanation`
`wl_price_sensitivity_score`	`wl_price_sensitivity_explanation`
`wl_competitive_intensity_score`	`wl_competitive_intensity_explanation`
`wl_customer_fit_score`	`wl_customer_fit_explanation`
`wl_messaging_fit_score`	`wl_messaging_fit_explanation`
`wl_messaging_accuracy_score`	`wl_messaging_accuracy_explanation`

Plus org-defined custom metrics: custom_metrics — object[]:

{
  "id": "uuid",
  "name": "Customer AI Readiness",
  "score": 2,
  "explanation": "…",
  "created_at": "2026-01-10T12:00:00Z"
}

You can also request an individual metric as a top-level column by name: custom_metric_score_{name} and custom_metric_explanation_{name} (matched case-insensitively, spaces ignored).

Answers (custom insights)

custom_answers — object[]:

{
  "id": "uuid",
  "name": "Persona",
  "type": "insight",
  "answer": "Market Intel / Competitive Intel",
  "length": "select | boolean | sentence | paragraph",
  "prompt": "Pick the best persona fit",
  "confidence": 70,
  "group_id": "uuid",
  "group_name": "Persona",
  "generated_at": "2026-01-10T12:00:00Z",
  "evidence_used": ["…", "…"]
}

group_id / group_name appear only on grouped answers.

Request a single answer as a top-level column with custom_answer_{name} (matched case-insensitively, spaces ignored).

Overview

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Core deal

CRM

Account / company

Competitors

Drivers

Features

Metrics (win-loss scorecard)

Answers (custom insights)

​Core deal

​CRM

​Account / company

​Competitors

​Drivers

​Features

​Metrics (win-loss scorecard)

​Answers (custom insights)

Core deal

CRM

Account / company

Competitors

Drivers

Features

Metrics (win-loss scorecard)

Answers (custom insights)