Tool Account in CRM
Local use of Tool Account in the CRM.
Tooling and Access owns external accounts. CRM reads Tool, Login Alias and External Identifier to route Cal.com bookings through Lead Source. Workspace is the external tool context; it is not necessarily the same concept as a Core organization.
The schema also contains Access Token. The booking workflow uses the n8n Airtable credential rather than this field. Do not copy secrets into examples or screenshots. Automation: Lead Source is the local inverse link. The Tooling source contract is outside the CRM scope.
Local usage
| Field | Storage | Current configuration |
|---|---|---|
| Automation: Lead Source | Linked records | Automation: Lead Source; Multiple-record picker |
| Tags | Linked records | Tags; Multiple-record picker |
Tags was added on 2026-10-22 by the Universal Tags rollout. It is an optional local classification from the shared catalog; it does not grant access, create tasks, change status or enroll a campaign, and it never writes back to the source.
Maintenance
Correct shared facts at their owning source and local links in CRM. A table name or field description alone does not verify sync direction, field mapping, refresh interval or API write support. Campaign has a separately verified contract; do not generalize it to the other mirrors.