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Overview

Objects are structured containers that hold different types of data in Quivly. When you connect integrations (Salesforce, HubSpot, Stripe, etc.), data is mapped to objects to create a unified customer view.

Object Types


Core Objects

Quivly includes these core objects:
  • Customers - Your customer accounts/companies
  • Contacts - People within customer organizations
  • Opportunities - Deals, renewals, expansions from your CRM
  • Subscriptions - Recurring revenue from billing systems
  • Invoices - Billing transactions and payments
  • Contracts - MSAs, order forms, and renewals from your CRM
  • Support Tickets - Customer support requests
  • Call Recordings - Meeting transcripts from call recording tools
  • Market Signals - External company intelligence (funding, hiring, etc.)
  • Product Usage - Customer activity metrics from your data warehouse or the Push API
  • External Users - People from your connected systems (CRM owners, support agents) used for ownership references

Object Relationships

All objects relate to Customers:

Managing Objects

Navigate to SettingsObjects to:
  • View all core and custom objects
  • See field definitions for each object
  • Add custom fields to any object
  • Configure integration field mappings