Available Tools
Tools and capabilities available for ACT!
Search contacts
Search for contacts in ACT! CRM by name, email, company, or other criteria
Parameters: searchQuery, searchField, limit
Get contact details
Retrieve complete details for a specific contact by their ID
Parameters: contactId
Create new contact
Add a new contact to ACT! CRM with their information
Parameters: firstName, lastName, email, phone, company, title, address, city, state, zipCode, country, notes
Update contact information
Update existing contact details in ACT! CRM
Parameters: contactId, fields
Delete contact
Remove a contact from ACT! CRM
Parameters: contactId
Get all opportunities
Retrieve all sales opportunities from ACT! CRM with optional filtering
Parameters: status, contactId, limit
Create new opportunity
Create a new sales opportunity in ACT! CRM
Parameters: name, contactId, amount, probability, closeDate, stage, description
Update opportunity
Update an existing sales opportunity in ACT! CRM
Parameters: opportunityId, fields
Get contact activities
Retrieve all activities (calls, meetings, tasks, notes) for a specific contact
Parameters: contactId, activityType, startDate, endDate
Log new activity
Log a new activity (call, meeting, task, or note) for a contact in ACT!
Parameters: contactId, activityType, subject, description, date, duration, dueDate, priority
Search companies
Search for companies in ACT! CRM by name or other criteria
Parameters: searchQuery, limit
Create new company
Add a new company to ACT! CRM
Parameters: companyName, phone, website, address, city, state, zipCode, country, industry, notes
Get company details
Retrieve complete details for a specific company including associated contacts
Parameters: companyId
Get upcoming tasks and events
Retrieve upcoming tasks, meetings, and calls from ACT! CRM
Parameters: daysAhead, activityType, assignedTo
Create calendar event
Schedule a new meeting or call in ACT! calendar
Parameters: eventType, subject, contactId, startDateTime, duration, location, description, reminder
Get sales pipeline summary
Get a summary of the sales pipeline including opportunities by stage and total values
Parameters: groupBy, dateRange
Add note to contact
Add a quick note or comment to a contact record
Parameters: contactId, noteText, timestamp
Get contact groups
Retrieve all contact groups or lists in ACT! CRM
Parameters: searchQuery
Add contact to group
Add a contact to a specific group or list in ACT!
Parameters: contactId, groupId
Create email campaign
Create and send an email campaign to a group of contacts in ACT!
Parameters: campaignName, subject, body, recipientGroupId, recipientContactIds, scheduleDateTime
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