Help Center Developer / API Docs

Dark mode

Lists (static & dynamic filters)

Overview What is Helpin?Core concepts Getting started Create your workspace Invite team members Tour of the app Plans, billing & usage Security overview Email delivery overview Release notes & changelog

CRM CRM overview Contacts Companies Deals Activities Sequences (planned)Lists (static & dynamic filters)CRM suggestions Record summaries Evidence and deal health Linked tasks Meetings and notetaker Deal pipelines and stages Associations Custom properties & property groups Email and calendar sync Email conversations and composer Deal automation settings CRM import wizard (CSV)CRM permissions Overview

Lists (static & dynamic filters)

Scaffold placeholder — page content not yet authored.

Was this article helpful?

Sequences (planned)

CRM suggestions

© 2026 Helpin. All rights reserved.