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Supported CRMs

  • HubSpot - All-in-one CRM
  • Salesforce - Enterprise CRM
  • Pipedrive - Sales pipeline

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Setup

1

Go to Integrations

From dashboard, click Integrations → Connectors
2

Choose CRM

Select HubSpot, Salesforce, or Pipedrive connector
3

Deploy Connector

Deploy it as an MCP server and authenticate with your CRM
4

Add to Agent

Go to your agent’s Tools tab → Add Tool → Select the CRM connector
Your agent can now create contacts, update deals, and manage your CRM automatically!

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Use Cases

  • Auto-create contacts from leads
  • Update deal stages
  • Log conversation notes
  • Sync subscriber data