Save a contact to my G2X CRM

What it does

Adds a person to the signed-in user's G2X CRM, or updates one they have; only the fields given change, and a new email or phone is added to the person. Identify them by contact_id; otherwise G2X matches by email, then phone, then by name within the account given. If the answer asks which record the user meant, show them the choices and let them pick; call again with that G2X id, or with create_new only if they say it is new. Never choose for them.

Inputs

• last_name (text, optional): Family name; needed to add someone new
• first_name (text, optional)
• email (text, optional)
• phone (text, optional)
• title (text, optional): Job title
• account_id (text, optional): G2X id of the account they belong to
• contact_type (text, optional): Allowed values: government, partner, competitor, consultant, other.
• relationship_strength (text, optional): Allowed values: strong, warm, cold, unknown.
• contact_id (text, optional): G2X id of the person to update
• create_new (true or false, optional): True only after the user confirmed this is a different person

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

Add Jordan Lee, the program manager at Acme Federal Solutions, to my CRM.

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

• Every tool, with inputs and examples
• Connect your agent to G2X