TraceeDocs

CRM

Update a contact in the CRM

Changes a contact's fields in HubSpot, Salesforce or Pipedrive, found by record_id (from the live lookup), contact_id (synced) or email. Always becomes an approval request for a person.

POSThttps://traceeai.com/api/v1/crm/contacts/update

CLI:tracee crm update-contact·MCP:crmaction update_contact

Authorizations

  • Authorizationstringheaderrequired

    Bearer <key>: a personal key (tracee login or Settings → Personal keys), a workspace key, or an MCP client's OAuth token. See Authentication.

Headers

  • Tracee-Workspacestring

    For a personal key or OAuth token that reaches several workspaces: the workspace id to act on. Workspace keys don't need it.

    uuid

Body

application/json
  • fieldsobjectrequired

    The fields to change

  • crmstring

    One CRM, for create_contact and update_contact; the connected one by default

    Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

  • record_idstring

    The record's id in the CRM, from GET /api/v1/crm/lookup

    up to 200 characters

  • contact_idstring

    up to 200 characters

  • emailstring

    The email

    up to 320 characters

  • notestring

    Context for the approver

    up to 500 characters

Response

Errors
  • 200Already done.

    The action's result, exactly as the MCP tool returns it to agents. A next field, when present, names the endpoint that follows up.

  • 202Started or still running: follow it with the id in the answer.

    The action's result, exactly as the MCP tool returns it to agents. A next field, when present, names the endpoint that follows up.