| name | log-crm-activity |
| description | How to log CRM activities (conversations, emails, calls) using erp_table_crud on the crm_activity table. Fetch when you need to record an interaction with a contact. |
Logging CRM Activities
Use erp_table_crud to create activity records in the crm_activity table.
erp_table_crud(op="create", table_name="crm_activity", fields={
"activity_contact_id": "CONTACT_ID",
"activity_type": "MESSENGER_CHAT",
"activity_direction": "INBOUND",
"activity_platform": "TELEGRAM",
"activity_title": "Short title",
"activity_summary": "Brief summary of what happened",
})
Fields
- activity_contact_id (required): the contact this activity belongs to
- activity_type (required): WEB_CHAT, MESSENGER_CHAT, EMAIL, CALL, MEETING
- activity_direction (required): INBOUND (customer initiated) or OUTBOUND (we initiated)
- activity_platform: TELEGRAM, WHATSAPP, EMAIL, SLACK, DISCORD, PHONE, WEB
- activity_title: short description
- activity_summary: longer summary of the conversation or interaction
When to Log
- After a messenger conversation ends (not after each message)
- After sending an outbound email or follow-up
- After a call or meeting
