Create, update, or delete a contact in a Rootr CRM
rootr_crm_upsert_contactCreate, update, or delete CRM contacts with automatic company linking by email domain and server-side lead scoring.
Instructions
Create a new contact (omit contactId), update an existing one (pass contactId + fields to change), or delete one (pass contactId and delete: true). Setting email auto-links the contact to a matching company by domain, and leadScore is computed server-side automatically — do not try to set it yourself. Part of a Rootr (루터) CRM node: a full sales CRM (companies, contacts with lifecycle stages + auto lead-scoring, multi-pipeline deals/kanban, activity timeline, follow-up tasks), auto-linked into the knowledge graph.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Contact name (required when creating) | |
| tags | No | ||
| crmId | Yes | CRM node id | |
| No | Email address; its domain auto-links a matching company | ||
| phone | No | ||
| title | No | Job title | |
| custom | No | Custom field values, keyed by field id/name | |
| delete | No | If true (with contactId), delete the contact instead of updating | |
| source | No | Acquisition source, e.g. "referral" | "outbound" | |
| ownerId | No | Owning user id | |
| companyId | No | Company id to attach to (overrides domain auto-link) | |
| contactId | No | Existing contact id to update/delete; omit to create a new contact | |
| leadStatus | No | new | attempting | connected | open_deal | unqualified | |
| linkedinUrl | No | ||
| lifecycleStage | No | lead | mql | sql | opportunity | customer | evangelist |