Business & Operations Codex plugins

Publisher subtitle

Manage CRM records

Publisher subtitle

Streak CRM for Gmail

Publisher subtitle

LINEマーケCRMの参照と配信・施策の下書き作成

Publisher subtitle

Run your roofing CRM

Publisher subtitle

CRM workspace tools

Publisher subtitle

Manage CRM records

Publisher keywords · listing

phone system AI phone calls SMS CRM analytics business

Publisher keywords · listing

sales crm hubspot zoominfo outreach gmail outlook microsoft teams sales intelligence account-intelligence account-home seller-dashboard leadership-dashboard revenue-leadership meeting-preparation call-follo…

Publisher keywords · listing

salesforce sales cloud crm soql agentforce mcp records accounts leads pipeline connectors

Publisher keywords · listing

ai-team digital-employee think-school capture lead-enrichment crm intelligence-brief government-contractor govcon nonprofit grant-seeking

Publisher description

…pe?", "show me Series B deals by stage", "what needs my attention today?". You can also update your CRM — add tags, log notes, and move deal stages — with a preview-and-confirm step on every change and one-tap undo. Scoped per-teammate via OAuth to the data and permissions your seat already has. Des…

Publisher description

…pe?", "show me Series B deals by stage", "what needs my attention today?". You can also update your CRM — add tags, log notes, and move deal stages — with a preview-and-confirm step on every change and one-tap undo. Data is served from and stays in the KSA region. Scoped per-teammate via OAuth to th…

Publisher description

…est action. Actively’s per-account agents are synthesizing across all of your internal context (ex. CRM data, call transcripts, emails) and external signals to drive actionable intelligence. Designed for SDRs, AEs, AMs, and revenue leaders who need deep, contextual account knowledge, from meeting pr…

Publisher description

Aivie helps users search CRM contacts, campaigns, reports, segments, themes, and MJML emails, then inspect details or create and update private Aivie email content through ChatGPT.

Publisher description

Asbie is an AI-powered CRM companion that brings your customer and business data directly into ChatGPT. Use natural language to search contacts, companies, deals, tasks, and notes from your Asbie workspace. Stay on top of c…

Publisher description

…y uses. Opt into the features that make sense for your workflow — from AI-built routes to automated CRM updates — and let Badger handle the busy work so your reps can spend more time selling. AI Route Planner: Your optimal week, built automatically Stop deciding who to see and when. Badger AI analyz…

Publisher description

…ttee at Acme", or "What is my intro-to-meeting conversion this quarter?" Boomerang connects to your CRM (Salesforce and HubSpot) and to calendar and email signals, so coverage is calculated against the accounts your team already works. A Boomerang account is required. You sign in with your existing…

Publisher description

Clearskies is the context layer for revenue AI. One connection turns your CRM, calls, email, calendar, Slack, and support tickets into a single, always-current picture of every account, so ChatGPT works across complete records instead of rebuilding context and guessing what…

Publisher description

Connect ChatGPT to the Conversion marketing data platform to inspect CRM contacts, build emails, audiences, forms, and campaigns, diagnose why a contact did not receive an email or enter a workflow, and audit sync failures with Salesforce and other connected systems. R…

Publisher description

…nnects ChatGPT to the business systems you already use, including analytics, advertising, commerce, CRM, email, calendars, documents, and operational platforms. Ask questions such as “how did our ads do last month,” “show me overdue invoices,” or “compare email revenue to ad spend,” and CorpusIQ ret…

Publisher description

…ds ou configurar uma integração, e quer a resposta do produto em vez de uma resposta genérica sobre CRM.

Publisher description

…t underneath the applications businesses already use. Developers can add scheduling intelligence to CRMs, field-service applications, marketplaces, customer portals, voice agents, internal tools, vertical SaaS products, and autonomous AI workflows without requiring customers to replace their existin…

Publisher description

…ChatGPT will consult Data247 and give it back to you completely processed. It's handy for keeping a CRM clean, validating and enriching leads before outreach, staying compliant with calling rules, and reviewing flagged accounts. You must have an active Data247 account, and lookups are billed per use…

Publisher description

…ic, Google ad spend and employee growth. - See a company's tech stack across 16 categories, such as CRM, cloud, analytics and marketing automation. - Find decision makers at a company, filtered by seniority and job function. - Enrich or look up a person by work email, LinkedIn URL or name plus compa…

Publisher description

…ow to browse and filter over one million newly registered business leads, qualify prospects, manage CRM records, and plan and manage email campaigns from first draft through replies. It searches the customer's DayOneLead account and reveals contact details only when requested, subject to the account…

Publisher description

Track every deal without the spreadsheet mess or CRM overhead. Dealboard gives salespeople, BD teams, founders, and other dealmakers one clear sales pipeline with deal cards, notes, goals, files, and reporting that works out of the box. In ChatGPT,…

Publisher description

…Data (1P): Securely access your organization's Demandbase data, including known accounts, contacts, CRM entities, engagement, in-flight opportunities, intent signals, and buying-group data. Account Brief: Generate a single, consolidated account overview combining engagement state, opportunities, buy…

Publisher description

…tacts, companies, lists, and campaigns your team already has, and keep everything in sync with your CRM. An Enginy account is required.

Publisher description

…around secure, compliant data practices, giving teams confidence in every move they make. Keep your CRM fresh Agentic two-way CRM sync and enrichment update your records as accounts change. Firmable provides native integrations with Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics 365. Trusted…

Publisher description

…pean users search and enrich private-company, legal-entity, deal, buyer, conference, list, contact, CRM, export, and usage data through ChatGPT. The tools support prospecting, company research, market mapping, M&A and public-comps research, saved-list workflows, CRM sync, and spreadsheet export work…

Publisher description

Highspot helps users find and summarize sales content, answer CRM deal and go-to-market questions, get recommendations, and create or update pitches, Digital Rooms, and roleplay scenarios from ChatGPT.

Publisher description

HOJA is a business operations platform used by teams in Vietnam for sales, CRM, inventory, accounting, HR and marketing. Connect it to work with your own workspace in plain language: look up customers and orders, check inventory and receivables, review attendance, and draft…

Publisher description

Work with your HubSpot data to analyze patterns, create and update records, and manage your CRM operations. Read from and write to deals, contacts, companies, tickets, engagements, and other objects you have permission to access. Prepare reports, update deal stages, log calls and emails, cre…

Publisher description

…mpetitor analysis, partner fit, investment screening), and push verified records to their connected CRM. All data is strictly scoped to the signed-in user's InsightSignal account and organization. The plugin never exposes other users' data, and paid actions always present a cost estimate and require…

Publisher description

…(PRM) that allows you to launch a personalised partner portal in minutes - all integrated with your CRM (HubSpot & Salesforce). If you're working with resellers, referral partners, distributors, implementation partners,... keep reading. Introw creates personalised partner experiences, enhancing part…

Publisher description

…eaving ChatGPT. You can also combine LawVu data with information from other connected systems, like CRM or HR platforms, for cross-system reporting and analysis. Access is scoped to each user's own permissions and record access in LawVu and provides a full audit trail.