Skip to main contentOverview
Core objects are pre-built objects that come with Quivly. They cannot be deleted or renamed, but you can add custom fields to them.
Customers
The central object representing your customer accounts.
Key fields: Name, Domain, Status, Industry, Company Size, Account Owner
Data sources: CRM (Salesforce Accounts, HubSpot Companies), enriched by billing and support data
Individual people within customer organizations.
Key fields: Name, Email, Title, Phone, Associated Customer
Data sources: CRM (Salesforce Contacts, HubSpot Contacts)
Opportunities
Sales opportunities including new deals, renewals, and expansions.
Key fields: Name, Amount, Stage, Close Date, Type, Owner
Data sources: CRM (Salesforce Opportunities, HubSpot Deals)
Subscriptions
Recurring billing subscriptions from your payment platform.
Key fields: Plan Name, Status, MRR, ARR, Start Date, End Date
Data sources: Stripe Subscriptions
Invoices
Billing transactions and payment history.
Key fields: Invoice Number, Amount, Status, Due Date, Paid Date
Data sources: Stripe Invoices
Support Tickets
Customer support requests and issues.
Key fields: Title, Status, Priority, Created Date, Resolution Date
Data sources: Pylon Issues
Call Recordings
Customer call transcripts and summaries.
Key fields: Title, Date, Duration, Participants, Transcript, Summary
Data sources: Fireflies
Market Signals
External intelligence about customer companies.
Key fields: Signal Type, Title, Date, Source
Signal types: Funding rounds, Hiring, Layoffs, Acquisitions, Leadership changes
Data sources: Quivly data enrichment
Product Usage
Customer usage metrics from your data warehouse.
Key fields: Metric Name, Value, Date, Time Period
Data sources: BigQuery, Snowflake 
