CRM pack

5 templates, one canonical shape each.

Sales-ops templates for leads, contacts, opportunities, accounts, and activity logs.

pack · crm

GET /v1/templates

{
  "packs": [
    {
      "id": "crm",
      "name": "CRM",
      "template_count": 5
    }
  ],
  "templates": [
    { "id": "leads_v1", "risk": "low", "field_count": 9, "pack": "crm" },
    { "id": "contacts_v1", "risk": "low", "field_count": 9, "pack": "crm" },
    { "id": "opportunities_v1", "risk": "low", "field_count": 9, "pack": "crm" },
    …
  ]
}

→ 5 templates · 0 flagged for review

The templates

Every template in this pack, printed as it ships.

Canonical column names, field counts, validator ids and risk level — read straight from the shipped template definition. Paste the header row from your own export and the deterministic layers will show you, column by column, which of these 5 it lands on.

Paste your header row

Or try:

Nothing is uploaded. The match runs in this tab against the shipped template vocabulary, using the same normaliser and fuzzy scorer the Worker runs on layers 2 and 3.

Risk

Leads

low

Sales leads: contact, source, status, and creation metadata.

9 fields33 hintsemailphone

id · email · first_name · last_name · company · +4

leads_v1View

Contacts

low

People at named accounts: identity, contact details, role, decision-maker flag.

9 fields30 hintsemailphone

id · account_id · first_name · last_name · email · +4

contacts_v1View

Opportunities

low

Deals in pipeline: amount, stage, probability, close date, owner.

9 fields24 hintsnumber_rangeemail

id · account_id · name · amount · currency · +4

opportunities_v1View

Accounts

low

Company-level CRM records: domain, industry, headcount, country, ARR band.

7 fields22 hintsurl

id · name · domain · industry · employee_count · +2

accounts_v1View

Activities

low

Log of CRM touches and events: calls, emails, meetings, demos, notes, tasks.

8 fields20 hints

id · contact_id · account_id · kind · subject · +3

activities_v1View

5 templates
4 validators in this pack
104 header hints across 5 languages
42 canonical fields

Side by side

The whole pack as counted facts.

Same information the cards carry, in one scannable block — for the moment you are choosing between two templates that both look plausible. Every number is derived from the shipped definition at build time.

Template	Fields	Required	Validated	Hints	Risk	FHIR
Leads`leads_v1`	9	2	2	33	low	—
Contacts`contacts_v1`	9	1	2	30	low	—
Opportunities`opportunities_v1`	9	3	2	24	low	—
Accounts`accounts_v1`	7	2	1	22	low	—
Activities`activities_v1`	8	1	0	20	low	—

42 canonical columns and 104 distinct header hints across the pack. "Validated" counts columns carrying at least one field-level validator; "hints" counts the distinct multilingual header names the deterministic layers resolve for free.

Validators

The checks that fire before you commit.

4 validators run on this pack. They are pure functions — the same code runs in the Worker, in the browser widget and in the MCP validate_row tool, so a dry run and a commit cannot disagree.

Validator	What it checks	Templates in this pack
`email`	RFC-style address shape.	leads_v1 · contacts_v1 · opportunities_v1
`number_range`	Numeric parse plus min/max bounds.	opportunities_v1
`phone`	libphonenumber-js in strict mode, with an optional country allowlist.	leads_v1 · contacts_v1
`url`	Scheme limited to http/https, with an SSRF guard on loopback and RFC1918 hosts.	accounts_v1

Empty values bypass a validator — required-ness is checked separately. LOINC / ICD-10 / ATC additionally try to resolve a free-text value to a canonical code before failing.

Review gating

Nothing in this pack needs a review gate.

A template's risk level is the only input to the flag. Medium and high templates make PATCH /uploads/:id/mappings return requires_hitl so your own workflow can hold the commit — it is a flag, not a queue. Native AgentGate HITL integration is on the roadmap for Q3 2026 and is not wired in v1.

low5

Commits straight through. No review flag on the mappings response.

leads_v1 · contacts_v1 · opportunities_v1 · accounts_v1 · activities_v1

medium0

Flagged `requires_hitl: true` with `hitl_status: "pending_review"` so you can gate your own commit workflow.

high0

Flagged `requires_hitl: true` with `hitl_status: "pending_review"`. Regulated identifiers — card data, IBANs, payroll, KYC.

Try it

One call maps a file onto any of them.

Name the template and POST the file. The cascade resolves what it can on the deterministic layers — statistics, heuristic, fuzzy — and only the leftovers reach the metered LLM.

bash

curl -X POST https://api.adaptivmapr.com/v1/uploads \
  -H "Authorization: Bearer $ADAPTIVMAPR_API_KEY" \
  -F "template=leads_v1" \
  -F "file=@your_export.csv"

→ upload created · mappings ready · confirm before commit

Schema-only mode sends column headers plus at most three sample rows, each clamped to 80 characters — a data-minimization mode enforced at the HTTP edge. Full-data mode routes the metered layer-5 call in-region under a BAA and costs 20% more, and stays locked until the workspace accepts the BAA/NDA in Settings → Security & Data.

Read the quickstart

leads_v1Leads9 fields
contacts_v1Contacts9 fields
opportunities_v1Opportunities9 fields
accounts_v1Accounts7 fields
activities_v1Activities8 fields

Ready when you are

Put the crm pack to work — without shipping raw records.

Schema-only mode leaves only headers and up to three clamped sample rows. Full-data adds row-level AI, routed in-region under a BAA.

Get an API key See pricing →

No free tier · $10 prepaid wallet to start · every map draws a small flat fee