Add a note to a CRM record
crm_add_noteAdd a note to a customer, organization, or potential CRM record by specifying the record ID, email, or phone number.
Instructions
Add a note to a customer, organization or potential record.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | Yes | Text of the note. | |
| No | Find a customer by email address. If there are duplicates, this can match the wrong record. | ||
| phone | No | Find a customer by phone number. If there are duplicates, this can match the wrong record. | |
| agent_id | No | ID of the agent to record as making this change. | |
| record_id | No | Record ID. Use this when you have it, because it always finds the right record. | |
| record_type | No | Type of record. Default: customer. | customer |