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Cimminelli1982
Cimminelli1982COMMUNITY
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create-contact

Create CRM contacts through guided conversational workflows with duplicate checks.

Updated Aug 27, 2026
Search Tags:#workflow#api#supabase#crm#conversational#contact
One-click install
npx skills add https://github.com/Cimminelli1982/crm-frontend --skill create-contact
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: create-contact
Source: https://github.com/Cimminelli1982/crm-frontend/tree/main/docs/openclaw-skills/create-contact
Command: npx skills add https://github.com/Cimminelli1982/crm-frontend --skill create-contact

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

A conversational, step-by-step flow to create a new contact in the CRM, replacing static forms with an incremental data-capture approach.

Core Features & Use Cases

  • Conversational, multi-step contact creation (not a form) that gathers information gradually and accepts partial answers
  • End-to-end workflow: context gathering, duplicate checks, and staged record creation with related emails, phones, and company links
  • API-driven integration: creates contacts and related records via REST endpoints and maintains data integrity across entities (contacts, emails, mobiles, companies, cities, tags, keep_in_touch)
  • Safe, guided user interaction with clear prompts and validations, including optional enrichment steps

Quick Start

Initiate a create-contact conversation and follow the prompts to capture the new CRM contact details.

Frequently Asked Questions about create-contact

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate CRM contact creation through a conversational workflow?▼

Conversational CRM contact creation automates the end-to-end process by guiding users through incremental data capture via chat or voice, safely replacing static forms with staged record creation.

Does this CRM contact workflow support partial answers during data gathering?▼

Yes, the conversational contact creation workflow accepts partial answers, gathering user details gradually across multiple steps with clear prompts and validations before executing the final API calls.

How do I link related emails, phones, and companies when creating a CRM contact via API?▼

Creating a CRM contact via REST endpoints stages the record creation to maintain data integrity, automatically linking related emails, mobile numbers, companies, cities, tags, and keep_in_touch settings.

Can I run duplicate checks before creating a new CRM contact in a conversational flow?▼

Yes, the end-to-end conversational workflow includes built-in duplicate checks during the context gathering phase, ensuring data integrity before staging the final contact and related record creation via API.

Do I need a Supabase backend to use this conversational contact creation workflow?▼

You need a connected CRM backend with access to REST endpoints to run the API calls, and an OpenClaw-style environment to manage the conversational flow and related record creation.

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