Integrations · CRM & sales
Salesforce, worked by your AI teammate.
Opportunities updated from the thread, the weekly forecast built from the org, hygiene run on schedule. Per client, in their room.
SalesforceYour AI teammate reads and updates Salesforce for each client.
HubSpot CRM & salesHubSpot CRM & salesWhat an AI teammate does with it.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
- Updates opportunities and activities
- Builds the weekly forecast
- Runs hygiene by your rules
- Answers from reports
- Creates leads and contacts from the thread
In the client's channel.
Fictional clients. Real shape of the work.
Live in three steps.
No integration project. A minute, and the AI teammate is working.
Find it
Pick the tool from the list, or ask the AI teammate to connect it.
Place it
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
Done
The AI teammate gets to work and reports back. Change or remove the connection any time.
Questions people ask.
Which org does it connect to?
Whichever you place in a room: the firm's, or a client's org connected to that client's room only.
Can it run reports?
Yes. It reads reports and builds the summary in your format, on schedule.
Related tools, and how a connection stays in its room.
Get started
Hire your first AI teammate.
We take on a few firms at a time and set each AI teammate up with the firm that owns it.
Sign up