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Using Engagements vs. Engagement Types
Using Engagements vs. Engagement Types

Differences between Engagement and Engagement Types

Updated over a year ago

Terminology:

  • Engagements: The Engagement object is used to represent an interaction noted in a CRM system.

  • Engagement Types: The Engagement Type object is used to represent an interaction activity. A given Engagement typically has an Engagement Type object represented in the engagement_type field.

What is the Engagement Type Common Model?

The Engagement Types common model object provides high level information about the specifics of a given engagement. Engagement Types can also be used to see the range of possible engagements in a given CRM. This would be returned through the "activity_type" field. This Enum field can include values such as "CALL", "MEETING", "EMAIL", or -in cases where there is no clear mapping - the original value passed through.

What is the Engagement Common Model?

The Engagements common model object provides contextual information about a specific interaction. For example, in the response for Engagements, this Engagement's type would be a "CALL"

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