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CRM ConnectorCRM ConnectorThe integration hub for your CRM, field service and accounting apps, in two parts: AI agents that read, change and automate the records o...

Publisher keywords · listing

crm accounting field service sync integration integrations crm integration crm integrations accounting integration accounting integrations field service integration field service integrations app inte… …rkflow automations automation crm automation small business service business crm ai agent ai crm ai assistant chatgpt crm crm assistant update crm records sales pipeline mcp mcp server crm mcp ai agent for crm crm ai gohighlevel ai agent hubspot ai agent quickbooks ai agent

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4 more matching sources

Publisher full description

The integration hub for your CRM, field service and accounting apps. One plugin, two separate parts: AI agents that work with the records of one of your systems right in the chat, and integrations that keep two of your systems in… …sync now, pause or resume You stay in control: - You choose per system and per record type what the assistant may see or change - Changing records is a separate permission on the consent page, off unless you allow it - An automation never runs before you approve it, and you can pause or remove it at…

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Plugin name

CRM Connector

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Package name

crm-connector

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Publisher description

The integration hub for your CRM, field service and accounting apps, in two parts: AI agents that read, change and automate the records of one of your systems right in the chat, and integrations that keep two of your systems in s…

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Business & OperationsVersion 1.3.0
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Add to CRMAdd to CRM

Publisher full description

Add to CRM finds work contact details and adds the people you choose to your own CRM, without leaving the conversation. Ask for a person by name and company, by e-mail address or by profile link, and see the… …pedrive. You connect your CRM once in Add to CRM. Your CRM credentials stay with Add to CRM and the assistant never sees them. You stay in control. Anything that changes your CRM is a clear step you can see and confirm, lookups use the credits in your Add to CRM account, and you can disconnect at an…

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Plugin name

Add to CRM

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Package name

add-to-crm-connector

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Publisher subtitle

Find contacts, add to your CRM

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Publisher keywords · listing

crm contacts prospecting sales enrichment

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Publisher description

Find work contact details and add people and companies to your own CRM from the conversation. Search for prospects, check whether someone is already in your CRM, log notes and tasks, and save people to lists. Works with 29+ CRMs.

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Business & OperationsVersion 1.0.0
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Anvil CRMAnvilCRM

Publisher full description

Anvil is a lightweight CRM built for small businesses and growing sales teams. It gives your team one place to keep every customer account current, see what is happening with each one today, and plan the next move. Companie… …il. You sign in with your Anvil account, choose which workspaces to connect, and decide whether the assistant can make changes. Every request runs with your own permissions, and a workspace admin controls whether AI assistants can read or change data. The assistant cannot write email messages, chang…

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Plugin name

Anvil CRM

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Package name

anvil-crm

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Publisher subtitle

Agentic CRM for small business

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Publisher keywords · listing

crm sales pipeline deals contacts leads

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Publisher

AnvilCRM

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Publisher description

Search, read and update the companies, people, deals, leads and activities in your Anvil CRM workspace.

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Business & OperationsVersion 1.0.1
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BROSH CRMBROSH

Publisher full description

This plugin connects your AI assistant to BROSH CRM to view, create, and update records; configure fields, views, and menus; and send emails through supported tools. Its seven AI skills can also carry out the work of business roles, including sales…

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Plugin name

BROSH CRM

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Publisher subtitle

CRM with AI employees

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Publisher capabilities · listing

CRM search and customer history Lead, contact and account management Sales pipeline and opportunity tracking CRM record creation and updates Business data analysis and reporting Custom objects, fields…

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Publisher keywords · listing

crm ai-sdr sales support marketing migration

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Publisher description

BROSH CRM with seven AI employee skills for sales, support, marketing, prospecting, ranked owner leads, content, and CRM administration and migration.

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Business & OperationsVersion 1.3.6
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BULLS CRMBullaria

Publisher full description

BULLS CRM is a CRM built for outbound phone prospecting teams (SDR/BDR), made in France by Bullaria. With this plugin, a team owner can ask ChatGPT to: - report on the team's activity over a period (calls,… …ads and tasks. The plugin never deletes data and never sends emails. Every change is signed "via AI assistant" in the lead history and logged on the server. Requires a BULLS CRM account. Interface and data are in French.

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Publisher translations · package

Le CRM de la prospection BULLS CRM est le CRM des équipes de prospection téléphonique (SDR/BDR), conçu en France par Bullaria. Avec ce plugin, un dirigeant peut demander à ChatGPT le bilan d'activité de… …its que dans le CRM. Aucune suppression, aucun envoi de mail ; chaque modification est signée « via assistant IA » dans l'historique du lead.

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Plugin name

BULLS CRM

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Package name

bulls-crm

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Publisher subtitle

Your phone prospecting CRM

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Publisher keywords · listing

crm sales prospecting leads pipeline sdr telephone

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Publisher description

Connect ChatGPT to BULLS CRM, the CRM for outbound phone prospecting teams: team activity reports, pipeline counts, lead search and records, notes, tasks and Smart Views.

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ProductivityVersion 1.0.0
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Business Follow-up AssistantAI Gaur LLCPrioritize business follow-ups, draft reviewed messages and plan next steps.

Plugin name

Business Follow-up Assistant

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1 more matching sources

Publisher full description

…checks, waiting periods and a two-unanswered-follow-up limit. Drafts need human review. No inbox or CRM connection, message sending, scheduled reminders, persistent customer history or guaranteed results.

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ProductivityVersion 0.1.1
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HolyCRMHolyCRM

Publisher description

HolyCRM is church management software. Connect your HolyCRM account to ask about your church in your own words: which visitors nobody has contacted yet, who has been missing from their small group, which… …you belong to, and it never returns records of children. A church administrator decides whether AI assistants can be used at all, can see who uses them, and can block anyone.

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Plugin name

HolyCRM

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Package name

holycrm

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Publisher translations · package

Sua igreja, no seu chat HolyCRM é um software de gestão para igrejas. Conecte sua conta para perguntar sobre a sua igreja com suas palavras: quais visitantes ninguém contatou ainda, quem está faltando na célula, quais eventos vê…

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Business & OperationsVersion 1.0.1
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OnePageCRMOnePageCRM

Publisher description

Turn ChatGPT into your CRM assistant. It can summarize your Action Stream, do research, create new contacts, schedule follow-ups, rearrange overdue tasks, log notes after calls, update deals, and build simple dashboards. Let AI…

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Plugin name

OnePageCRM

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Publisher subtitle

Manage your OnePageCRM data.

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Business & OperationsVersion 2.0.0
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BiglySalesBiglySalesRead and configure the AI sales assistant of your BiglySales workspace.

Publisher subtitle

Set up your AI sales assistant

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Publisher keywords · listing

sales ai voice agent sms crm follow-up web calling

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Publisher description

Read and configure the AI sales assistant of your BiglySales workspace.

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Publisher full description

Connect your BiglySales workspace to configure the AI assistant that calls and texts your leads, by chatting instead of clicking through settings. What you can do: - Review and change AI settings such as timezone, guard rails and whether AI is enabled. -…

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Business & OperationsVersion 1.0.1
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AgiledZTABS

Publisher full description

Agiled is a CRM for marketing agencies, creative agencies, design studios, consultants, freelancers and service businesses. Connect your Agiled account to manage client relationships, sales pipelines, client projects, tasks, time tracking and invoicing from your conversation. Coaches, photographers and virtual assistants can use the same client and project workflows to organize their service business. SALES AND CLIENT MANAGEMENT Find accounts, contacts and deals, review sales pipelines and summarize opportu…

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Publisher subtitle

CRM for agencies & consultants

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Publisher capabilities · listing

CRM and client management Sales pipeline and deal summaries Account and contact search Client project management Task creation and updates Project deadlines and overdue tasks Time tracking and timers…

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Publisher keywords · listing

CRM for marketing agencies agency CRM client management creative agencies design studios consultants freelancers service businesses sales pipeline project management task management time tracking invo…

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Publisher description

CRM, client project management, invoicing and time tracking for marketing agencies, design studios, consultants, freelancers and service businesses.

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Business & OperationsVersion 1.0.1
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AivieAivieAivie helps users search CRM contacts, campaigns, reports, segments, themes, and MJML emails, then inspect details or create and update p...

Publisher subtitle

Your Marketing AI Assistant

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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.

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Business & OperationsVersion 1.0.0
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CarlySarah Hirschfield (SWH LABS LLC)

Publisher description

Carly is an executive assistant for your email, CRM, and recurring work. Search and read your Gmail or Outlook, draft and send replies either from your own mailbox or from Carly's, and organize what arrives with folders, labels, and one-click unsub…

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1 more matching sources

Publisher subtitle

Email, CRM, and workflows

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ProductivityVersion 1.0.0
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FondaroFondaro

Publisher full description

Fondaro is the CRM for real estate agencies. Every lead in one place, one click to call from your browser or phone, with an assistant that tells you who to call next. Connect Fondaro and ask ChatGPT to find a lead, add a note or a task, move a deal, check who on your team is free for a viewing, search the property sites of…

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Publisher subtitle

CRM for real estate agencies

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Publisher keywords · listing

crm real estate leads sales

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ProductivityVersion 1.0.0
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itemitem

Publisher description

item connects ChatGPT to your private CRM workspace. You can search, look up, create, update, and delete contacts, companies, deals, and custom objects; manage lists, saved views, notes, and tasks; and ask a natural-language AI assistant to analyze and reason across your CRM data, emails, and meeting history.

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1 more matching sources

Publisher subtitle

Search, analyze, manage CRM

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ProductivityVersion 1.0.0
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monday.commonday.com

Publisher description

The monday.com AI Connector brings core platform capabilities directly to agents and AI assistants. It supports searching boards, creating and updating items and columns, assigning owners, setting timelines, and posting updates — enabling a wide range of work management and CRM use cases across teams and departments. Teams of people and agents use monday.com as a task tracker and project tracking hub: planning campaigns and events, tracking milestones, dependencies, and…

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Publisher subtitle

Manage projects, tasks & CRM

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ProductivityVersion 2.0.0
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OrkasaMozzi Studio LLC

Publisher description

Orkasa is the CRM that real-estate agencies in Latin America run on: client files, property portfolio, viewings, offers and documents in one place. This connector lets the broker ask about their own work, in their… …data will be sent to before accepting, and can cut the access off from Settings › Connections. The assistant only sees what that user sees inside Orkasa: if they cannot see the rest of the office's clients in the app, they cannot see them here either. Requires an Orkasa account attached to an agenc…

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Publisher subtitle

Ask and act on your CRM

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Business & OperationsVersion 1.0.0
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PipedrivePipedriveConnect ChatGPT and Codex to Pipedrive to find and manage CRM records, deals, activities, leads, products, and notes.

Publisher subtitle

Work with your Pipedrive CRM

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Publisher keywords · listing

crm sales deals contacts pipedrive

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Publisher description

Connect ChatGPT and Codex to Pipedrive to find and manage CRM records, deals, activities, leads, products, and notes.

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Publisher full description

…s, get insights, move opportunities through your pipeline, and automate workflows, all from your AI assistant.

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Business & OperationsVersion 1.0.1
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QuinPlain Sight Ventures

Publisher description

Quin is your dream assistant From meeting notes to CRM updates, Quin handles the busywork so you can stay focused on your clients, not your to-do list. Just message Quin, and it takes care of the rest—capturing notes, creating tasks, drafting follow-u…

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Publisher subtitle

Meet your dream assistant

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Business & OperationsVersion 1.0.0
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RelaticleRelaticle

Publisher description

Relaticle is an open-source CRM. This plugin connects ChatGPT to your Relaticle workspace, so you can work with real customer data in the conversation instead of switching tabs. Ask for a company and get its people, open opportu… …including the custom fields your workspace already uses. The same tools power Rela, the built-in AI assistant inside Relaticle. You sign in with OAuth using the Relaticle account you already have, and the connection is bound to a single workspace on relaticle.com. You can revoke it at any time from…

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Publisher subtitle

Find and update CRM records

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Publisher keywords · listing

crm sales pipeline companies people opportunities tasks notes open source

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Business & OperationsVersion 1.0.3
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TelagusTelsa MediaConnect ChatGPT to your Telagus CRM to manage leads, contacts, forms, marketing campaigns, finance, projects, HR, and more using natural ...

Publisher subtitle

Your AI assistant for Telagus

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Publisher description

Connect ChatGPT to your Telagus CRM to manage leads, contacts, forms, marketing campaigns, finance, projects, HR, and more using natural language.

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ProductivityVersion 1.0.0
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WorxleyAcadyn Labs LLP

Publisher description

Worxley MCP gives AI assistants secure access to CRM data: leads, deals, customers, tickets, follow-ups, campaigns and reports through natural language.

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Publisher full description

Worxley gives AI assistants secure access to CRM data. Search and manage leads, deals, customers, tickets, follow-ups, campaigns and reports using natural language.

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Publisher subtitle

AI CRM for Customer Operations

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Publisher keywords · listing

crm sales marketing leads deals customers tasks tickets campaigns reports worxley

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Business & OperationsVersion 1.0.10
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App BuilderAI Research PlusApp Builder turns your app idea into something you can start building today. Answer 5 quick questions and it prepares a personalized link...

Publisher keywords · listing

…anning app 做app apna app kaise banaye two-sided marketplace delivery app สร้างแอพ food delivery app crm app sales app social app ai app generator for android social media app community app 앱 제작 hacer una aplicacion learning app online course app pembuatan aplikasi education app tao ung dung como cri… …app ai mobile app generator rental app pengembangan aplikasi property rental app real estate app ai assistant app lập trình app ai chatbot app chat app fazer app chatbot app انشاء تطبيق aiでアプリ作成 to do list app task manager app desarrollo de aplicaciones ai web app generator productivity app notes ap…

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Developer ToolsVersion 2.1.6
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Empirical MemoryEmpiricalRecall and save your memories, preferences and project decisions across ChatGPT, Codex and other connected AI tools with Empirical.

Publisher keywords · listing

memory context mcp productivity personal-assistant crm leads workspaces

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ProductivityVersion 1.3.5
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HalloFelix von InsurMagicInsurMagic GmbHHalloFelix von InsurMagic: AI phone and WhatsApp assistant for insurance brokers. Work with calls, transcripts, customers, campaigns, ass...

Publisher keywords · listing

insurance broker phone assistant whatsapp calls crm

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HalloFelix von InsurMagic: AI phone and WhatsApp assistant for insurance brokers. Work with calls, transcripts, customers, campaigns, assistants and the WhatsApp inbox from ChatGPT.

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ProductivityVersion 1.0.0
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LLGP WorkflowsAntoine LimpalaerWorkflows professionnels LLGP pour structurer les dossiers hypothécaires et d’assurance, préparer les livrables administratifs et faire p...

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…age collecte-documentaire quebec assurance preavis-remplacement amf lettre-justificative reason-why assistant-commercial post-rdv close-crm suivi-commercial relance

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1 more matching sources

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…rables administratifs d’assurance. Analyse les dossiers Close et transforme les rencontres en notes CRM, courriels et prochaines actions commerciales.

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ProductivityVersion 0.2.0
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TamlootTamlootLook up the people you work with, your sessions, notes, transcripts and tasks in your Tamloot account, add or update contacts and notes, ...

Publisher keywords · listing

sessions notes transcripts tasks CRM business assistant consulting

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Publisher full description

Tamloot is a business AI assistant: a CRM that builds itself. It records and transcribes your conversations and keeps a living file for every person you work with: what was said, what was agreed, what changed, and what's next. It fits any…

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ProductivityVersion 1.2.0
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The MachineSalesflareYour to-dos, promises and people from The Machine, your own assistant for email and work.

Publisher keywords · listing

to-dos email assistant productivity crm

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Publisher description

Your to-dos, promises and people from The Machine, your own assistant for email and work.

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Publisher full description

The Machine is a personal assistant that runs on its own server or on your computer. It reads your email and chats, keeps a Graph of the people and organizations you work with, and turns what needs doing into to-dos. Connect i…

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ProductivityVersion 1.0.0
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AltaAlta

Publisher full description

…s. Describe a workflow in plain language, and Alta builds or edits it in Workflows. - Bring in your CRM. Import a list from HubSpot, Salesforce, Pipedrive and others into an audience and run a campaign on it. - Run the day-to-day. Check campaigns, prospects, replies, tasks, calls and the meetings Al… …rom the chat. Sending a message, resuming a campaign or running enrichment has real effects, so the assistant asks before it does any of them.

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Publisher capabilities · listing

Search prospects Target buying signals Build draft campaigns Automate workflows Import CRM lists Read campaigns, replies and meetings Send email and LinkedIn messages

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Publisher keywords · listing

sales outbound prospecting campaigns sdr crm

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Business & OperationsVersion 1.0.4
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Formatix AIFormatix AI Ltd

Publisher full description

…Word, PowerPoint or Excel file (a candidate profile, CV layout, shortlist deck or tracker) and the assistant turns it into a template, keeping its fonts, colours, logos and layout. Formatix checks it and shows a preview filled with an example candidate before you use it. Formatix can also build it… …right template in your Formatix account by describing the document you need. - Work with the ATS or CRM you connected in Formatix (JobAdder, HubSpot, Salesforce, Ezekia): find a candidate or job, attach a finished document or add a note when you ask. - See what the assistant did, and set a daily lim…

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Publisher capabilities · listing

…ing and resume formatting in your firm's template Find candidates and jobs in your connected ATS or CRM, and attach documents Several candidates in one shortlist pack or candidate slate Build your CV template from your own Word, PowerPoint or Excel file Change a formatted CV after it is made Positio…

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ProductivityVersion 1.0.6
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Heimster ProPhaseShift AG

Publisher full description

…Pro is the workspace of Swiss real-estate agencies – properties, listings, applications, viewings, CRM contacts, owners, new-build projects and investment properties. This app lets agents work with it in plain language, inside their own organisation and with their own permissions. What you can ask:… …ils into Outlook. Safety built in: only members of a Heimster Pro organisation can connect, and the assistant acts within the signed-in user's organisation and role (read-only users can't change anything). E-mails, mailings and social posts are saved as drafts. Anything with an effect outside the or…

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Publisher translations · package

…der Arbeitsbereich von Schweizer Immobilienfirmen – Objekte, Inserate, Bewerbungen, Besichtigungen, CRM-Kontakte, Eigentümerschaften, Neubauprojekte und Anlageobjekte. Mit dieser App arbeiten Maklerinnen und Makler in natürlicher Sprache damit – innerhalb ihrer Organisation und mit ihren eigenen Ber… …ook. Sécurité intégrée : seuls les membres d’une organisation Heimster Pro peuvent se connecter ; l’assistant agit dans le cadre de l’organisation et du rôle du compte connecté. Tout ce qui a un effet à l’extérieur ne s’exécute qu’après un aperçu et une confirmation explicite. Détails : heimster.ch/…

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Publisher capabilities · listing

…, mailing audiences with consent check, exposé dispatch plans Portal export preview and sync health CRM: contacts, activities, follow-ups and Outlook e-mail drafts Two-step confirmation for anything that reaches people outside the organisation

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Publisher description

…he Heimster Pro workspace for Swiss real-estate agencies: listings, applications, viewings, owners, CRM and investment properties – within your organisation and role.

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Business & OperationsVersion 1.0.0
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Onsaonsa.ai

Publisher description

…to target? Onsa works out an ideal-customer profile with you from evidence – the closed deals in a CRM you have connected to ChatGPT, if you allow it, and the replies your Onsa campaigns got – marking which parts are measured and which are guesses, before any search spends your allowance. Describe… …hear when the first leads are ready and when the agent posts its report. Elsewhere, Onsa tells the assistant when to check again. Every search becomes a campaign, so you can grow it, steer it toward a different segment, or compare it against earlier ones to see which profile actually produced repli…

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Publisher capabilities · listing

Build an ICP from past deals or a CRM Search for B2B leads Score leads against an ICP Notify when leads are ready Review replies and drafts Share read-only shortlists Queue approved LinkedIn messages

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Business & OperationsVersion 2.1.0
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ClevraClevra Inc.Clevra field service management: read jobs, schedule, invoices, estimates, clients and reports, and take six everyday actions, as the sig...

Publisher keywords · listing

field service scheduling invoices estimates crm

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1 more matching sources

Publisher full description

…and the invoice all work from the same field record. Clevra is built AI-first. Alongside its own AI assistant, the Clevra app lets ChatGPT work with your company's Clevra data, always as you and within exactly what your Clevra role allows. Ask in plain language about today's schedule, which invoices…

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Business & OperationsVersion 1.0.6
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Data ParrotData ParrotData Parrot brings AI revenue analysis of your HubSpot data into your AI tools.

Publisher keywords · listing

hubspot sales forecasting revenue crm

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1 more matching sources

Publisher full description

Data Parrot is a sales analytics assistant for HubSpot. It brings AI revenue analysis of your HubSpot data into ChatGPT so you can review your forecast, investigate at-risk deals, and understand pipeline changes through conversation.…

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Business & OperationsVersion 0.1.9
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FulldevFulldevWork with your Fulldev organization from your AI assistant: tasks and projects, websites and scans, messages, contacts and your connected...

Publisher keywords · listing

fulldev tasks websites crm business tools

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Publisher description

Work with your Fulldev organization from your AI assistant: tasks and projects, websites and scans, messages, contacts and your connected business tools.

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Publisher full description

…Fulldev Connect. You sign in with your Fulldev account and choose the organizations and how far the assistant may go: read, make changes or administer. Every call is checked against your current access, and actions that send something or invite someone are confirmed with you first.

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ProductivityVersion 2.0.3
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GremioxJESUS SEGADO FERNANDEZManage your Gremiox companies, customers, product catalogs, orders, and documents with the permissions of your connected account.

Publisher keywords · listing

crm sales customers catalogs orders

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1 more matching sources

Publisher full description

…nds on the connected account, its enabled features, and the permissions granted during sign-in. The assistant checks existing records before changes and reports the result. Sending and deleting require the corresponding permissions and a user-authorized task.

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ProductivityVersion 0.1.1
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LunelinkLunelink GmbHRun your Lunelink workspace — customers, deals, email, calls, appointments, website analytics and Meta ads — from your AI assistant.

Publisher keywords · listing

crm business productivity email calendar marketing

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2 more matching sources

Publisher description

…space — customers, deals, email, calls, appointments, website analytics and Meta ads — from your AI assistant.

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Publisher full description

…bookings, website forms and analytics, and Meta ads — in one workspace. This connector lets your AI assistant work in it with your own account's permissions: find customers and their full history, add notes, move deals through your pipeline, read and search your inbox, draft, reply to and send email…

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ProductivityVersion 1.0.4
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