crm_connector
Push, update, search and log activities in HubSpot, Salesforce or Pipedrive. 4 modes: push_lead (create contact/lead), update_opportunity (update deal stage/amount), search_contact (lookup by email), log_activity (call/email/meeting/note). Returns resource_id, direct CRM URL, signals and quality_score. If credentials are absent, returns a mock result with a warning signal. Auth: HubSpot via Bearer access_token; Salesforce via access_token + base_url; Pipedrive via api_key.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | Yes | Payload depending on mode. push_lead: {email,first_name,last_name,company,phone,job_title}. update_opportunity: {deal_id/opportunity_id,stage,amount,close_date}. search_contact: {email}. log_activity: {type,body,contact_id/person_id,subject}. | |
| mode | Yes | Action to perform in the CRM | |
| async | No | If true, returns a job_id immediately (<200ms) instead of waiting for the result. Poll the result with job_result(job_id). Use for slow tools to avoid client timeouts. | |
| provider | Yes | CRM provider to target | |
| credentials | No | Auth credentials. HubSpot: access_token. Salesforce: access_token + base_url. Pipedrive: api_key. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| url | No | ||
| mode | Yes | ||
| status | Yes | ||
| signals | Yes | ||
| sources | Yes | ||
| success | Yes | ||
| provider | Yes | ||
| data_synced | No | ||
| resource_id | No | ||
| quality_score | Yes |