push_lead_to_crm
Creates a contact in the website's connected CRM: HubSpot, Pipedrive, Salesforce, Zoho or GoHighLevel.
Push contact to CRM · Changes data · Acts outside your account
Creates a contact in the website's connected CRM: HubSpot, Pipedrive, Salesforce, Zoho or GoHighLevel. The contact details come from a saved contact with that email if one exists, otherwise from the lead's identified person when you pass leadId. With leadId, the lead is marked as added to the CRM. contactData.email is always required. HubSpot, Zoho and Pipedrive also need ownerId, which you get from list_crm_owners. To set up automatic pushes for every lead, use create_automation instead. It writes to a third-party system, so confirm with the user before calling. Errors: the CRM is not connected for this website, 'No Contact Found', 401 when the CRM login has expired.
| Connection | Account URL, team member URL or OAuth |
|---|
Parameters
| Parameter | Type | Required | Accepts | Description |
|---|---|---|---|---|
leadId | string | No | any | Lead _id from get_leads (optional). Supplies the person's details and links the CRM record to the lead. |
crm | string | Yes | hubspot, pipedrive, salesforce, zoho, gohighlevel | One of: hubspot, pipedrive, salesforce, zoho, gohighlevel. |
websiteId | string | Yes | any | Website ID from list_websites; the CRM must be connected on this website. |
ownerId | string | No | any | CRM user id to assign the contact to, from list_crm_owners. Required for hubspot, zoho and pipedrive. |
contactData | object | Yes | any | Contact fields: email (required), firstName, lastName, position. ownerId may also be given here. |
Tool definition
What your assistant receives from tools/list:
{
"name": "push_lead_to_crm",
"title": "Push contact to CRM",
"annotations": {
"title": "Push contact to CRM",
"readOnlyHint": false,
"destructiveHint": false,
"idempotentHint": false,
"openWorldHint": true
},
"inputSchema": {
"type": "object",
"properties": {
"leadId": {
"type": "string",
"description": "Lead _id from get_leads (optional). Supplies the person's details and links the CRM record to the lead."
},
"crm": {
"type": "string",
"enum": [
"hubspot",
"pipedrive",
"salesforce",
"zoho",
"gohighlevel"
],
"description": "One of: hubspot, pipedrive, salesforce, zoho, gohighlevel."
},
"websiteId": {
"type": "string",
"description": "Website ID from list_websites; the CRM must be connected on this website."
},
"ownerId": {
"type": "string",
"description": "CRM user id to assign the contact to, from list_crm_owners. Required for hubspot, zoho and pipedrive."
},
"contactData": {
"type": "object",
"description": "Contact fields: email (required), firstName, lastName, position. ownerId may also be given here."
}
},
"required": [
"crm",
"websiteId",
"contactData"
]
}
}