Add Customer
add_customerAdd a new customer to your CRM while avoiding duplicates. If a similar record exists, choose to use it or create a new one.
Instructions
Create a new customer record. Customers are organizations or individuals that your business works with or is pursuing. If similar customers already exist, a conflict response is returned with options to use an existing record or create a new one. Pass skip_duplicate_check=true to bypass this on retry.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| zip | No | ZIP code | |
| city | No | City | |
| tags | No | Tags for categorization, e.g. ['saas', 'enterprise'] | |
| notes | No | General notes about this customer | |
| state | No | 2-letter state code | |
| website | No | Website URL | |
| address_line1 | No | Street address | |
| address_line2 | No | Suite, building, etc. | |
| customer_type | No | Type of customer | other |
| customer_phase | No | Lifecycle phase: prospect, lead, opportunity, customer, renewal, churned, or inactive | prospect |
| organization_name | Yes | Name of the company, organization, or individual | |
| skip_duplicate_check | No | Set true after conflict resolution to skip duplicate detection and create the customer. |