crm-contacts

# CRM Contacts This skill covers CRM contact lifecycle — creating, searching, updating, and managing relationships with deals. ## Available Tools | Tool | Description | |------|-------------| | `crm_contacts_list` | List CRM contacts with filtering | | `crm_contacts_list_by_email` | Find contact by email address | | `crm_contacts_show` | Get detailed contact information | | `crm_contacts_create` | Create a new CRM contact | | `crm_contacts_update` | Update contact fields | | `crm_contacts_deals_list` | List deals associated with a contact | | `crm_contacts_comments_create` | Add a comment/note to a contact | ## Listing & Searching ### List All Contacts ``` Tool: crm_contacts_list Input: {"limit": 50, "offset": 0} Returns contacts with name, email, phone, and custom fields. Supports pagination with limit/offset. ``` ### Find Contact by Email ``` Tool: crm_contacts_list_by_email Input: {"email": "user@example.com"} Returns contact matching the email address. ``` ### Get Contact Details ``` Tool: crm_contacts_show Input: {"id": "<contact-id>"} Returns full contact record including custom fields, tags, and metadata. ``` ## Creating & Updating ### Create Contact ``` Tool: crm_contacts_create Input: { "emails": [{"value": "user@example.com"}], "phones": [{"value": "+380501234567"}], "name": "John Doe" } Returns new contact ID. ``` ### Update Contact ``` Tool: crm_contacts_update Input: { "id": "<contact-id>", "name": "John Updated", "phones": [{"value": "+380507654321"}] } ``` ## Relationships ### List Contact's Deals ``` Tool: crm_contacts_deals_list Input: {"id": "<contact-id>"} Returns all deals linked to this contact with amounts and pipeline stages. ``` ### Add Comment to Contact ``` Tool: crm_contacts_comments_create Input: {"id": "<contact-id>", "text": "Follow-up call completed. Interested in enterprise plan."} Adds internal note visible in contact history. ``` ## Common Workflows ### Create Contact and Start Deal ``` 1. crm_contacts_create(emails, name, phones) -> Get contact ID 2. crm_deals_create(name, contact_id, pipeline_id) -> Link deal to contact ``` ### Find Contact and Review History ``` 1. crm_contacts_list_by_email(email) -> Find contact 2. crm_contacts_show(id) -> View full details 3. crm_contacts_deals_list(id) -> View associated deals ``` ### Bulk Contact Lookup ``` 1. crm_contacts_list(limit=100, offset=0) -> First page 2. crm_contacts_list(limit=100, offset=100) -> Next page ``` ## Best Practices 1. **Search by email first** before creating to avoid duplicates 2. **Add comments** for important interactions to build contact history 3. **Link contacts to deals** to track revenue relationships 4. **Use pagination** for large contact lists 5. **Keep contact data updated** — phone, email, name changes