add_crm_contact
Create a contact and CRM lead without a LinkedIn profile — e.g. a person or e-mail the user found elsewhere. full_name is required; email, phone, company, position, website and notes are optional. Deduplicates by e-mail (an existing contact only gets empty fields filled). Links to crm_company_id when given, otherwise to a CRM company matched by the company name. Such contacts work for CRM, tasks and send_email; LinkedIn campaigns need a LinkedIn profile (use upsert_linkedin_contact). The user is responsible for having a lawful basis to store and contact the person.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | |||
| notes | No | Stored as web_research on the contact (used to personalize messages). | |
| phone | No | ||
| company | No | ||
| list_id | No | Lead list; defaults to 'CRM Imports'. | |
| website | No | Company website. | |
| location | No | ||
| position | No | ||
| full_name | Yes | ||
| crm_company_id | No | From add_companies_to_crm / list_crm_companies. |