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LLW CRM

Interact with LLW CRM API (Concord CRM)

Contact → Update or Create

AI-generated

Summary

Search for an existing contact by email, first and last name, or phone number, then update its details if found; otherwise, create a new contact with the provided information. Optionally manage associations to other records (companies, contacts, deals, etc.) by attaching, detaching, or syncing them after the operation.

Inputs

  • searchByField — Select the field (Email, First and Last Name, or Phone Number) to use when searching for an existing contact.
  • 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 — Phone numbers for the contact, can provide multiple with type designation (mobile, work, home, other).
  • source_id — The source ID of the contact, selectable from existing sources.
  • user_id — The user responsible for the contact, selectable from existing users.
  • manageAssociations — Toggle to attach, detach, or sync associations after the update or create operation.
  • associationOperation — Define how to manage associations: attach (add), detach (remove), or sync (replace all).
  • associations — JSON object specifying IDs of associated companies, contacts, deals, or other related entities.

Output shape

a single record representing the updated or newly created contact, including its fields and any associations managed

The operation first searches contacts per the chosen search field and performs client-side filtering for email and name searches to find an exact match. If found, it updates only fields with meaningful values (non-empty). If no match is found, it creates a new contact with provided details. Associations are managed only if enabled, applying the chosen operation. The returned data includes the contact's details post-operation.

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