LLW CRMInstall

Summary

Update an existing contact if found by a specified identifier (email, full name, or phone number), or create a new contact if no match exists. Optionally manage associations with companies, contacts, deals, activities, or documents after the operation.

Inputs

• Search By (required) — Select the field to search existing contacts by: Email, First and Last Name combination, or Phone Number.
• First Name — The first name of the contact.
• Last Name — The last name of the contact.
• Email — The email address of the contact.
• Job Title — The job title of the contact.
• Phones — One or more phone numbers with type (Mobile, Work, Home, or Other) to assign to the contact.
• Source — Identifier of the source associated with the contact.
• User — Identifier of the user responsible for the contact.
• Manage Associations — Boolean flag to attach, detach, or sync associations such as companies, contacts, deals, activities, or documents after creation or update.
• Association Operation — Defines the association operation to perform if managing associations: Attach (add without removing existing), Detach (remove specific), or Sync (replace all).
• Associations — JSON specifying IDs of related companies, contacts, deals, activities, or documents to manage associations.

Output shape

a single contact record object representing the created or updated contact

The operation searches for existing contacts according to the selected search field and updates the first match found; if none matches, a new contact is created. Associations can be managed post-operation if enabled. Returned data includes the contact record with its ID and fields as returned by LLW CRM API.