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Log a call or meeting in my G2X CRM

g2x_crm_log_interaction

What it does

Records a call, meeting, email, or event that already happened as one note on the account and on each person involved, and moves each person's last-contacted date forward. For something planned, set a next step or add a task instead.

Inputs

  • kind (text, required): Allowed values: call, meeting, email, event, other.
  • occurred_at (text, required): When it happened, in the user's own time zone: a date (2026-09-18) or a time with its offset (2026-09-18T21:20:00-04:00)
  • summary (text, required): What was discussed and agreed
  • account_id (text, optional): G2X id of the account it was with
  • contact_ids (list of text, optional): The people involved

What it returns

Rows of records, each with a title, key facts and a link to its G2X record where one exists, plus notes on what the answer covers. A long list gives a cursor for the next page.

Try asking

Log today's call with Jordan Lee about the upcoming industry day.

AI and your account

  • Does not use G2X's own AI: your agent does any analysis with its own model.
  • Changes data in your G2X account, and can update or remove what is already there.

Next steps