smart_lead_intake
Search for existing contacts by phone or email, then create or update the contact. Log notes, create a deal for a specific property, and set a follow-up reminder. Handles entire intake in one tool call.
Instructions
Complete lead intake workflow — dedup check, create/update contact, log notes, create deal if specific property, and set follow-up reminder.
Perfect for post-call processing from a voice agent. Handles the entire intake in one tool call:
If phone or email provided → search for existing contact (dedup)
If found → update contact; if not → create new contact
If notes provided → log as a note task
If property_id provided → create deal at first pipeline stage
Create follow-up reminder for broker (due tomorrow 9am)
Returns what was done: created vs updated, IDs of all created records.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | Email address (also used for dedup search) | ||
| notes | No | Call notes or free-text about the interaction | |
| phone | No | Phone number (also used for dedup search) | |
| broker_id | No | Assigned broker ID | |
| last_name | Yes | Contact last name | |
| source_id | No | Lead source ID (use get_contact_sources to look up) | |
| first_name | Yes | Contact first name | |
| property_id | No | Specific property ID the lead is interested in (creates a deal) | |
| property_interest | No | Free text about what the lead is looking for (logged as note, not parsed into search profile) |