Business & Operations Codex plugins

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Manage CRM records

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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…

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

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

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…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…

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…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…

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…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…

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…right company or person, flags duplicates, and returns a clean table you can export to CSV for your CRM, ATS, or outreach tools. Who it's for. Sales teams and SDRs building qualified pipeline. Recruiters sourcing candidates by role, skills, and location. RevOps and marketing teams segmenting account…

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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.

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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…

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…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…

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…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…

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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…

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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…

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…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…

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

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…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…

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…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…

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…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…

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…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…

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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,…

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…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…

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

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…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…

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…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…

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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.

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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…

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…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…

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…(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…

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…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.

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…companies visiting your website and enriches them with firmographics, contacts, intent signals, and CRM data. Revenue teams use it to prioritise outreach, discover buyer contacts, track campaign performance, and action accounts into lists and tags — all through natural-language queries.

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…nals on companies you care about, browse the signal library, and turn a watch list into a campaign. CRM and contacts: create and update contacts and companies, organize them into lists, import them from CSV, and push campaign leads into your contact database. Conversations and activity: read your un…

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Connect your LevelUp account to manage your real estate CRM, follow-up tasks, pipeline deals, open houses, brand assets, training, and authorized Listing Exchange content from ChatGPT.

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Connects to your Lofty CRM to manage leads, transactions, and communication history. Ask it to find or update a lead, check a deal's transaction status, or pull recent calls, texts, and emails on a contact — all without lea…

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…00M+ verified contacts, used by sales, marketing, RevOps, and recruiting teams for lead generation, CRM enrichment, account research, and outbound campaigns. Backed by GDPR, CCPA, SOC 2 Type II, and ISO 27701 compliance. Use Lusha to: Find contacts and decision-makers by title, seniority, industry,…

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…onalized outputs using AI - Customize design to match your brand - Capture and sync leads with your CRM - Publish tools that drive SEO traffic It’s designed for marketers, agencies, and founders who want to turn website traffic into qualified leads using simple, no-code tools.