log_call
Log a phone call with a contact, lead, or escrow party for CRM tracking.
Log a phone call with a contact, lead, or escrow party for CRM tracking.
Important
This creates a permanent call log record — use this to track ALL phone communications for follow-up history and compliance. Provide EITHER contact_id, lead_id, OR phone_number to identify who was called. Outcomes track the call result for follow-up automation. If outcome is 'callback_requested' or 'scheduled_appointment', the follow_up_date and follow_up_notes are especially important. Call logs appear in the contact/lead activity timeline and can be used for prospecting reports.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
contact_id | string | No | UUID of the contact called. Use contacts_list to find ID if unknown. · Format: UUID |
lead_id | string | No | UUID of the lead called. Use leads_list to find ID if unknown. · Format: UUID |
escrow_id | string | No | UUID of related escrow if this call was about a specific transaction. · Format: UUID |
phone_number | string | No | Phone number called. Use if you do not have a contact_id or lead_id. Format: (555) 123-4567 or 5551234567. · Format: Phone number |
direction | enum | No | Call direction. outbound=you called them, inbound=they called you. Default: outbound. · One of: inbound, outbound |
outcome | enum | Yes | Result of the call. Required for proper follow-up tracking. Use connected for live conversations, voicemail for messages left. · One of: connected, voicemail, no_answer, busy, wrong_number, callback_requested, not_interested, scheduled_appointment, other |
duration_minutes | number | No | Call duration in minutes. Helps track engagement time for reporting. · Max: 480 · Min: 0 |
subject | string | No | Brief subject/reason for call. Examples: "Listing follow-up", "Offer update", "Market check-in". · Max length: 200 |
notes | string | No | Detailed notes from the call. What was discussed, action items, client concerns, etc. · Max length: 5000 |
follow_up_date | string | No | Date to follow up with this person. Especially important for callback_requested or voicemail outcomes. (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
follow_up_notes | string | No | Specific notes for the follow-up. What to discuss, preparation needed, etc. · Max length: 1000 |
At least one of the following is required: contact_id, lead_id, phone_number.
Example prompts#
- "Log a 12 minute call with Maria Garcia about the appraisal, she wants a callback Friday."
- "Note that I left a voicemail for the lender on the Birchwood escrow this morning."
Safety#
Logs activity. Adds an activity log entry. Your existing records are not changed.