CRM

Current status: Beta

CRM helps you query and update NoxInfluencer-owned relationship records after creator selection, collection work, or outreach preparation.

Best-fit scenarios

  • You need to inspect CRM channels for selected creators
  • You want to update cooperation status, labels, owner, email, URL, or notes on a channel
  • You want to group CRM records for follow-up work
  • You want to add CRM channels to an existing email task
  • You need an async CRM export

Current beta scope

  • Query CRM channels with JSON-first filters
  • Read one CRM channel by opaque creator_id
  • Update, archive, and restore CRM channels
  • Create CRM export tasks
  • Validate, preview, and apply crm add-to-email
  • Validate, preview, and apply CRM batch updates
  • List, create, update, and delete CRM labels
  • List, read, create, update, and delete CRM groups

Safe execution rules

  • CRM query and many CRM writes are JSON-first and use --body-file
  • Staged workflows should run validate, then preview, then apply --force
  • Direct mutations such as update, archive, restore, export, group create/update/delete, and add-to-email apply require explicit approval before --force
  • Preserve stable opaque IDs such as creator_id, group_id, task_id, and export_id
  • For batch previews and applies, report existing, creatable, and created counts when present instead of inferring success from requested IDs alone

Key commands

Inspect exact body contracts before building JSON-first requests:

noxinfluencer schema "crm list"
noxinfluencer schema "crm batch-update apply"
noxinfluencer schema "crm labels create"

Read CRM channels and groups:

noxinfluencer crm list --body-file crm-query.json
noxinfluencer crm get <creator_id>
noxinfluencer crm groups list --keyword vip --page_size 20
noxinfluencer crm groups get <group_id>

Manage labels for batch tagging:

noxinfluencer crm labels list --keyword vip --page_size 20
noxinfluencer crm labels create --body-file crm-label.json --force
noxinfluencer crm labels update <label_id> --body-file crm-label.json --force
noxinfluencer crm labels delete <label_id> --force

Use the returned label_id in crm batch-update with labels.operation=add or remove:

noxinfluencer crm batch-update validate --body-file crm-batch-update.json
noxinfluencer crm batch-update preview --body-file crm-batch-update.json
noxinfluencer crm batch-update apply --body-file crm-batch-update.json --force

Bridge CRM channels into an existing email task:

noxinfluencer crm add-to-email validate --body-file crm-add-to-email.json
noxinfluencer crm add-to-email preview --body-file crm-add-to-email.json
noxinfluencer crm add-to-email apply --body-file crm-add-to-email.json --force

Current boundary

  • This is NoxInfluencer CRM, not an external CRM integration
  • Owner-only or archive-only updates may require an existing CRM channel
  • Platform creator IDs can be materialized into CRM only for supported cooperation-status or label update paths; owner-only, email-only, remark-only, and URL-only updates require an existing CRM channel
  • crm add-to-email only adds existing NoxInfluencer CRM channels to an existing email task
  • CRM labels are shared remark/message labels; crm_channel_count may not equal every historical CRM row
  • CRM does not replace creator discovery, creator analysis, or contact retrieval

Recommended next steps