Translead CRM

Publisher description

From the marketplace listing

Work with Translead CRM from ChatGPT. Search accounts, contacts, deals, activities, and file records to prepare for customer meetings and follow up on sales work. Review related activities and comments on deals, activities, and daily or weekly reports. Create and update CRM records, attach files when your client supports uploads, and export matching accounts, contacts, deals, or activities as CSV. Read saved aggregation and goal reports. With the required CRM permissions, create reports and deal boards, define goals and target values, manage product catalogs and categories, and maintain supported custom fields and choices. Activity creation can optionally use a connected calendar and online meeting service. Updating a synced activity can also update its calendar event or meeting. Connect using your Translead CRM sign-in after API integration has been enabled for your organization. Actions use your existing CRM permissions. CRM information returned to ChatGPT is shared with OpenAI for your request. Changes affect your CRM data; removing fields or choices can permanently remove stored values.