Cfn Marketing Crm Contacts

CFN Marketing CRM Contacts Skill

Purpose

Manage CRM contacts through n8n workflow integration. Create, update, retrieve contacts and manage contact segments.

Operations

1. create-contact.sh

Create a new contact in CRM.

Parameters:

• --email (required): Contact email address
• --first-name (optional): First name
• --last-name (optional): Last name
• --company (optional): Company name
• --phone (optional): Phone number
• --custom-fields (optional): JSON string of custom fields

Example:

./operations/create-contact.sh \
  --email "john@example.com" \
  --first-name "John" \
  --last-name "Doe" \
  --company "Acme Corp" \
  --phone "+1-555-0100" \
  --custom-fields '{"industry":"Tech","size":"50-200"}'

2. update-contact.sh

Update existing contact information.

Parameters:

• --contact-id (required): Contact identifier
• --email (optional): Updated email address
• --first-name (optional): Updated first name
• --last-name (optional): Updated last name
• --company (optional): Updated company name
• --phone (optional): Updated phone number
• --custom-fields (optional): JSON string of custom fields to update

Example:

./operations/update-contact.sh \
  --contact-id "contact-123" \
  --company "New Company Inc" \
  --custom-fields '{"industry":"Finance"}'

3. get-contact.sh

Retrieve contact information.

Parameters:

• --contact-id (optional): Contact identifier
• --email (optional): Contact email (alternative to contact-id)
• --include-history (optional): Include interaction history (true/false)

Example:

./operations/get-contact.sh \
  --contact-id "contact-123" \
  --include-history true

4. add-to-segment.sh

Add contact to a segment/list.

Parameters:

• --contact-id (required): Contact identifier
• --segment-id (required): Segment/list identifier

Example:

./operations/add-to-segment.sh \
  --contact-id "contact-123" \
  --segment-id "active-customers"

5. remove-from-segment.sh

Remove contact from a segment/list.

Parameters:

• --contact-id (required): Contact identifier
• --segment-id (required): Segment/list identifier

Example:

./operations/remove-from-segment.sh \
  --contact-id "contact-123" \
  --segment-id "inactive-leads"

N8N Integration

All operations invoke n8n workflows via HTTP POST to endpoints configured in .env:

• N8N_BASE_URL: Base URL for n8n instance
• N8N_API_KEY: Authentication key

Error Handling

Scripts return:

• Exit code 0: Success
• Exit code 1: Parameter validation error
• Exit code 2: Network/API error
• Exit code 3: Authentication error

Response Format

All operations return JSON with structure:

{
  "success": true,
  "data": { ... },
  "message": "Operation completed successfully"
}