GlassHive API

The common use is a campaign: an agent builds the list from companies and contacts it reads in your PSA or another system, writes the email and landing page copy from a source you name, and gives it to your marketer as a GlassHive task to build in Design Studio.

Automatically enabled when you configure GlassHive permissions in your agent workflow, or on a dashboard.

What It Does

Create a list from companies and their contacts in one upload, and add more to it; GlassHive updates a company that matches by phone, website or name, and a contact that matches by email
Find, create, update and delete companies and contacts, and add or remove a contact from lists
Draft campaign and landing page copy, and assign it to a GlassHive user as a task
Read and update opportunities, their line items, and your solutions
Log calls, emails, notes and meetings on a contact; create, update and close tasks
Read campaign results, marketing collateral and form submissions
Read your GlassHive users

Permission Groups

Group	Covers
Companies	Name, contact details, address, website, social links, description, employee and device counts, account and contract dates, score and custom fields
Contacts	Name, title, email, phones, address, social links, company, status, lead score, sales person, whether they are subscribed or bounced, and custom fields; also the contacts of a list
Lists	Lists and which contacts are on them. A list upload also creates or updates the companies and contacts it carries, so it needs Companies and Contacts at Read / Write too
Opportunities & Solutions	Opportunities with their line items, value, close date, status and owner; solutions with their price and cost
Activities & Tasks	Calls, emails, notes and meetings on a contact, the email events GlassHive records (opens, clicks, bounces, unsubscribes), and tasks
Campaigns, Collateral & Form Submissions	Campaigns with their subject lines, sender, send date and results; marketing files; form submissions. Read only
Users & Account	Your GlassHive account and users, with their sales quotas

A contact create or update that adds the contact to lists also needs Lists at Read / Write.

Access Profiles

Profile	What runs on its own	What asks a technician
Read Only	Every read	No write is allowed
Helpdesk	Every read; writes to Companies, Contacts, Lists, and Activities & Tasks	Writes to Opportunities & Solutions and Users & Account
IT Admin	Every read and write	The writes in Safety Controls
Full Automation	Every read and write	The writes in Safety Controls

Safety Controls

Control	Behavior
Deleting a company	Always asks a technician: a company is one of your customers or prospects
Subscribed and bounced	A write that sets whether a contact is subscribed or bounced, in a contact or a list upload, always asks a technician: it decides whether GlassHive emails that person
No nulls in a list upload	GlassHive overwrites a matching company’s or contact’s field with every empty value an upload sends, so Neo refuses an upload that sends one
Upload size	Neo refuses an upload of more than 100 companies or 100 contacts, GlassHive’s limit; the agent splits a longer list
Only published calls	Neo sends only the writes in GlassHive’s Partner API reference, and refuses any other

Getting started

Core

Triggered & Scheduled Agents

Chat Agents

Integrations

Product

Workflows

Customizing Neo

What It Does

Permission Groups

Access Profiles

Safety Controls

​What It Does

​Permission Groups

​Access Profiles

​Safety Controls

What It Does

Permission Groups

Access Profiles

Safety Controls