Change a CRM field
crm_set_fieldUpdates a single CRM field for a customer, organization, or potential record, replacing its current value. Use it to change details by record ID, email, or phone while keeping other fields unchanged.
Instructions
Change one field of a customer, organization or potential record. This replaces the current value. DO_NOT_CALL and DO_NOT_EMAIL can be set to yes, but not cleared.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | Find a customer by email address. If there are duplicates, this can match the wrong record. | ||
| field | Yes | Field name, such as JOB_TITLE or CF_1. | |
| phone | No | Find a customer by phone number. If there are duplicates, this can match the wrong record. | |
| value | Yes | New value. | |
| 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 |