Add a customer

You add a Customer record before you start an onboarding, run reports against them, or invite their contacts to the portal. Pivotal gives you three entry points: the in-app form, the REST API, and a one-way sync from HubSpot or Stripe. Pick whichever fits your team’s workflow.

Add one from the UI

1. Open Customers in the left nav and click + Customer in the top bar. A right-side drawer opens.
2. Fill the four primary fields:
   • Name (required). The display name everywhere in the app.
   • Domain. The customer’s primary domain, no https://. Pivotal uses this to auto-link new contacts when their email matches.
   • Owner. The CSM who runs this account. Defaults to you. Drives the Workbench “My customers” filter.
   • Plan. Free-form string today. Reports group on this.
3. Expand More to set custom fields and tags. Skip what you don’t have yet, since every field stays editable later.
4. Click Create. The drawer closes and the new customer opens at /customers/<display_id>.

Add one via API

$
POST /v1/customers
$
{
>
  "name": "Acme Co",
>
  "domain": "acme.com",
>
  "owner_id": "usr_8f3...",
>
  "plan": "Growth"
>
}

The response includes both the opaque id (use this in subsequent API calls) and the numeric display_id (use this when sharing URLs with teammates). See the first customer guide.

CRM-created customers

When HubSpot or Stripe is connected, Pivotal creates a Customer the first time a deal closes or a subscription starts. Owner, plan, and domain come from the source system through the rules you set in field mapping. The first sync runs within a minute of connecting, so you’ll see the backfill of existing accounts in the Customers list shortly after. If you want to control which accounts come over, set up the source-side filter before connecting since the backfill obeys whatever filter is in place at sync time.

Watch for duplicate domains

Pivotal does not enforce a unique domain. If your CRM sync creates acme.com and someone also types Acme Co manually, you end up with two records that look the same. The Customers list shows a small 2 badge next to the domain when this happens. Open both, decide which has the cleaner history, then archive the loser. Archived customers keep their history and stop appearing in lists and reports.

Related

• Edit customer details
• Add contacts
• Connect HubSpot