# Connect your CRM: look up and update entries mid-call

> Give an agent HTTP tools that read and update your CRM during a call, then prove it with a test.

Source: https://vaakyo.com/tutorials/crm-tools

0:00 / 1:11

# Connect your CRM: look up and update entries mid-call

Vaakyo

Developers · 1:11

 Audio: English   Off 

## Chapters

1.   0:00 Let's connect SwiftKart's Order Support agent to its CRM, so it can look orders up and update them during a call. 
2.   0:08 Add a tool. Its name and a line on when to use it tell the model what it does. 
3.   0:17 The URL is your CRM's endpoint. The order ID the model fills in goes into it, and the agent says a short line while it waits. 
4.   0:27 The parameters are a JSON schema: here, the one order ID the agent must ask for. 
5.   0:35 A second tool writes back: when the caller corrects the address or asks for a call back, the agent updates the order in your CRM. 
6.   0:43 Save, and the agent can use both tools on its next call. 
7.   0:49 Now run the test that failed before. In a test, tools return the answer you set, so your CRM is never touched. 
8.   1:01 This time the agent looks the order up and gives the real delivery date. Next, send every call's results back to your CRM. 

Give an agent HTTP tools that read and update your CRM during a call, then prove it with a test.

 …more 

## Up next

 [1:10 Send call results to your CRM and dashboard Vaakyo · Developers](https://vaakyo.com/tutorials/crm-results)[1:44 Your CRM, part 1: set it up for your business Vaakyo · CRM](https://vaakyo.com/tutorials/crm)[1:31 Your CRM, part 2: products, services and stock Vaakyo · CRM](https://vaakyo.com/tutorials/crm-catalog)[1:24 Your CRM, part 3: contacts and bookings Vaakyo · CRM](https://vaakyo.com/tutorials/crm-bookings)[1:51 Your CRM, part 4: orders, and your agent using the CRM Vaakyo · CRM](https://vaakyo.com/tutorials/crm-orders)[1:53 Transfer a call to a person Vaakyo · Agents](https://vaakyo.com/tutorials/call-transfer)[0:51 A quick tour of the console Vaakyo · Getting started](https://vaakyo.com/tutorials/console-tour)[1:02 Create your first agent Vaakyo · Agents](https://vaakyo.com/tutorials/create-agent)[0:59 Build and analyze with Composer Vaakyo · Agents](https://vaakyo.com/tutorials/composer)[1:04 Tune an agent's settings Vaakyo · Agents](https://vaakyo.com/tutorials/agent-settings)[0:54 Teach agents with a knowledge base Vaakyo · Agents](https://vaakyo.com/tutorials/knowledge-base)[0:57 Connect your systems with MCP Vaakyo · Agents](https://vaakyo.com/tutorials/mcp-tools)[0:53 Review your calls Vaakyo · Calls](https://vaakyo.com/tutorials/calls)[0:50 Call a list with a campaign Vaakyo · Calls](https://vaakyo.com/tutorials/campaigns)[0:43 Reports and logs Vaakyo · Calls](https://vaakyo.com/tutorials/reports-logs)[0:47 Send call events with webhooks Vaakyo · Developers](https://vaakyo.com/tutorials/webhooks)[0:36 Create an API key Vaakyo · Developers](https://vaakyo.com/tutorials/api-keys)[0:41 Invite your team Vaakyo · Workspace](https://vaakyo.com/tutorials/team)[0:43 Credits, plans and invoices Vaakyo · Workspace](https://vaakyo.com/tutorials/billing)[0:55 Get a phone number Vaakyo · Calls](https://vaakyo.com/tutorials/phone-numbers)[1:26 Test an agent before it goes live Vaakyo · Agents](https://vaakyo.com/tutorials/test-agent)[1:10 Debug an agent Vaakyo · Agents](https://vaakyo.com/tutorials/debug-agent)[0:56 Teach Composer with skills Vaakyo · Agents](https://vaakyo.com/tutorials/composer-skills)

---

More for agents: https://vaakyo.com/llms.txt · Docs: https://docs.vaakyo.com · Sitemap: https://vaakyo.com/sitemap-index.xml