Update a CRM record
update_crm_recordChange a person's name, job title, e-mail addresses or phone numbers, or a company's name, website, industry or description, on a record in the customer's CRM. The record must have been read with get_crm_record first, and only e-mail addresses and numbers that read showed can be removed.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | company: a new name | |
| website | No | company: a new website | |
| industry | No | company: a new industry | |
| job_title | No | person: a new job title | |
| last_name | No | person: a new last name | |
| record_id | Yes | the id of the record, as returned by find_person_in_crm or search_crm; read it with get_crm_record first | |
| add_emails | No | person: e-mail addresses to add | |
| add_phones | No | person: phone numbers to add | |
| first_name | No | person: a new first name | |
| description | No | company: a new description | |
| entity_type | No | contact or lead, exactly as get_crm_record returned it with the record | |
| record_type | No | person (the default) or company | |
| remove_emails | No | person: e-mail addresses to remove; only addresses that get_crm_record showed can be removed | |
| remove_phones | No | person: phone numbers to remove; only numbers that get_crm_record showed can be removed |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| crm | No | ||
| url | No | link to the record in the CRM | |
| status | No | updated or pending | |
| changed | No | what was changed, in plain words | |
| skipped | No | changes the CRM did not take, with the reason |