Business & Operations Codex plugins

Plugin name

Pipeline Claims

Publisher subtitle

Pharma pipeline intelligence

Publisher subtitle

Search pipeline and deals

Publisher subtitle

Manage your candidate pipeline

Publisher subtitle

Turn webinars into pipeline

Publisher subtitle

Track your hiring pipeline

Publisher keywords · listing

…ategy business-case customer-presentations decision-deck forecasting customer-quotes sales-coaching pipeline account-prioritization company-enrichment salesforce guided-flow

Publisher keywords · listing

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

Publisher

Pipelinersales Corporation

Publisher description

…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 accounts, sizing markets, and improving CRM data quality. It also supports market sizing a…

Publisher description

Ashby in ChatGPT gives you instant access to your pipeline, candidate profiles, open jobs, interviews, and transcripts. Ask questions, uncover hiring trends, and take action by adding notes, moving stages, or sending emails directly from the chat. As…

Publisher description

…d organize records without switching between screens. Add notes, manage tasks, and track your sales pipeline—all through simple requests. Key capabilities: - Search records using powerful filters (find companies by size, industry, last contact date) - Create and update people, companies, and deal re…

Publisher description

Carta CRM brings a private-markets deal team's CRM into ChatGPT. Ask about the deal pipeline and see deals by stage, owner, or date; find the people you know at a bank, adviser, or target company, filtered by current employer, title, industry tag, or location; see who holds the stron…

Publisher description

…rify and work with your CRM in natural language. Retrieve, create, and update records, analyze your pipeline, and generate insights—all through conversation. Query deals, companies, people, and meetings without switching apps. Find and import new leads that match your ICP directly from the conversat…

Publisher description

…ederal, SLED, and Canadian opportunities plus pre-RFP forecasts across 40,000+ sources, manage your pipeline and pursuits, create and assign tasks, run saved searches, and draft and execute Workflows.

Publisher description

…mance, and turn insights into action in one connected workflow. Review and manage Journeys and Data Pipelines, craft polished emails with Design Studio guidance, and get hands-on support for SDK implementation and troubleshooting—all through Customer.io’s official MCP server, with access scoped to t…

Publisher description

…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, Dealboard helps you quickly understand what is happening with each deal, see how you are pacing agai…

Publisher description

…ant tracking system into ChatGPT. Post unlimited jobs across 100+ job boards, manage your candidate pipeline, coordinate interviews and scheduling, and track hiring progress across every open role directly within your conversation with ChatGPT. Built for founders and hiring teams who want a faster,…

Publisher description

…ntire go-to-market context into ChatGPT. Ask anything about your accounts, deals, stakeholders, and pipeline and get an answer grounded in your Salesforce, Gong, Slack, email, Google Drive, Confluence, Looker, Snowflake, LinkedIn, and web research — with citations back to the source, so you can trus…

Publisher description

…r performance, no dashboard required. Partners can register deals and access live data across their pipeline, enablement, certifications, payouts and more.

Publisher description

…or compare this month's first response time to last month's. Sales teams can move deals through CRM pipelines, and product teams can search feature requests and survey responses. Connecting takes a single sign-in: authorize with your Gleap account, choose the project ChatGPT may access, and you are…

Publisher full description

…ning raw records into clear summaries, next-step recommendations, and ready-to-use content. Analyze pipelines, qualify leads, and prepare follow-ups in seconds without leaving the chat.

Publisher description

…ssion to access. Prepare reports, update deal stages, log calls and emails, create tasks, or review pipeline details before meetings. Use it for quick updates in chat or comprehensive CRM management, all grounded in your actual HubSpot data. Learn more: https://knowledge.hubspot.com/integrations/con…

Publisher description

…to them, and review the email flows and scheduled sends attached to each one. CRM. Query your deal pipeline by campaign, board, funnel stage, country, or follower count. Open a deal for its history, notes, tasks, and scheduled communications. Create deals, move them between funnel stages, and log n…

Publisher description

…can also trigger actions with explicit confirmation: verify a new company through the multi-source pipeline, generate or refresh research reports, enrich contacts, re-score companies against a stated business intent (sales prospecting, competitor analysis, partner fit, investment screening), and pu…

Publisher description

…form. This MCP server gives your AI assistant secure access to your Iris workspace — query your RFP pipeline, retrieve open assignments, search the knowledge base, check win/loss statistics, and pull executive summaries, all in natural language. Authentication is handled via OAuth 2.1 + PKCE — no AP…

Publisher description

…mpanies, people and deals by name, email or phone and read their records, owners, custom fields and pipeline stage. You can see what happened on a company from its activity feed. You can create and update leads, contacts and deals, one at a time or in batches of up to 50, archive and restore records…

Publisher description

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.

Publisher description

…ou can move faster on decisions that matter, from candidates shortlisting to meeting preparation to pipeline reviews.

Publisher description

…ms research drugs, companies, clinical trials, targets, and indications in ChatGPT. Map competitive pipelines, investigate licensing deals and financing rounds, compare public-company financials, and find the source documents behind research claims. Connect an existing Maven Bio account to retrieve…

Publisher description

…geting criteria and estimate reach, inspect campaign setup, and analyze advertising performance and pipeline attribution. Work with campaign workflows for Facebook, Instagram, LinkedIn, Reddit, Google Ads, and Microsoft Advertising, subject to your connected accounts, permissions, and the available…

Publisher description

…knowledge bases, predictive models (forecasting, churn, maintenance), anomaly detection, automation pipelines, document processing and integrations. With this app, right in chat, you can: find which services fit your case, match a business problem to the most suitable solution, see published project…

Publisher description

…o the conversation. Connect your Nutshell account to ChatGPT and instantly ask questions about your pipeline, look up contacts, track leads, and surface sales insights — without leaving your AI tool. Whether you're prepping for a call, checking deal status, or reviewing team performance, your CRM da…

Publisher description

…o are already describing the problem your product solves, and turns them into a reviewable outreach pipeline. With this plugin you can review the campaigns running in your OneUp account, browse the leads each one discovered with their relevance scores and funnel status, read the conversation history…

Publisher description

…y embedding agentic AI across every revenue workflow, Outreach increases sales productivity, boosts pipeline, and gives leaders the visibility and predictability they need to grow revenue at scale.

Publisher description

Pace is the context layer for your sales pipeline. It pre-computes deal intelligence from your CRM, emails, and call recordings, then serves it to your AI assistant as live, structured context on every deal. Ask what's really going on with a…