Create contact
crm_create_contactCreate a CRM contact: a named person, with their address, phone numbers and CVR/VAT number. Refuses if the same email or phone already exists, unless allow_duplicate is true - relay the duplicates it names and let the user decide. company is free text here, not a link to a company record. AFTER CREATING, ASK WHETHER IT SHOULD BE ATTACHED TO A DEAL. A contact on its own sits outside the pipeline: it is a deal that carries the contact, through contact_id on crm_create_deal or crm_update_deal. TO ATTACH IT TO A LEAD, set contact_id on the lead with crm_update_lead - the pointer lives there, so one contact can sit behind several leads from the same person over time. BEFORE CREATING FROM A LEAD, CHECK: crm_get_contacts with the lead's email or name, in case the contact already exists. Creating a second one is how a customer ends up in the CRM twice. list_id takes a contact list by name or id, and only lists that exist in this workspace. is_collaborator marks someone you work with rather than sell to.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| city | No | ||
| No | |||
| phone | No | ||
| title | No | ||
| region | No | State, province or region, where the country uses one. | |
| tax_id | No | Company registration number (CVR / VAT) for the contact's business. | |
| address | No | ||
| company | No | Free text. Contacts are not linked to a company record. | |
| country | No | ||
| list_id | No | A contact list in this workspace, by name or id. | |
| owner_id | No | Employee id to own the contact. Defaults to the caller. | |
| zip_code | No | ||
| full_name | Yes | ||
| phone_extra1 | No | Second phone number. | |
| phone_extra2 | No | Third phone number. | |
| allow_duplicate | No | Set true to create despite duplicate email/phone match. | |
| is_collaborator | No | Marks the contact as someone you work with rather than sell to. false removes the mark. |