CRM · 40 tools
AI agents for CRM
Agents that create and update contacts, leads and deals, add notes and search records in HubSpot, Salesforce, Pipedrive, Zoho CRM and Attio, and find people, email addresses and company details with Apollo.io, Hunter and ZoomInfo.
CRM
CRM tools
Pick a tool to see every action it can take and how it connects.
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
- Affinity CRM16 actionsFind people, organizations and opportunities, see relationship and interaction history, add records to pipeline lists, set list fields such as Status, and log notes and reminders in Affinity.
- Agile CRM16 actionsFind and update contacts and companies, open and move deals through track milestones, and log notes and tasks in Agile CRM.
- Bigin9 actionsSearch, list and read contacts, companies, deals (pipelines), products, tasks, events and calls in Bigin by Zoho CRM, create or update contacts, companies and deals, update any record and add notes.
- Capsule CRM16 actionsFind and update people and organisations, open and progress opportunities through pipeline milestones, log notes and tasks, and run structured filters in Capsule CRM.
- Close6 actionsCreate leads with their first contact, find leads, add and update contacts, log notes and calls, and open opportunities in a Close CRM organization.
- Copper5 actionsAdd people and leads, find people, open opportunities, and log notes and other activities in a Copper CRM account.
- Dropcontact4 actionsFind and verify B2B email addresses with Dropcontact, and enrich contacts with civility, cleaned names, company, website, LinkedIn, job level and function, phone, and for French companies SIREN, SIRET, VAT and NAF codes.
- Dynamics 365 Sales16 actionsFind and add accounts, contacts, leads and opportunities, log tasks and notes, and query any table with OData or FetchXML in Microsoft Dynamics 365 Sales (or any Dataverse environment), as the person who signs in.
- Dynamics 365 Sales (app)16 actionsFind and add accounts, contacts, leads and opportunities, log tasks and notes, and query any table with OData or FetchXML in Microsoft Dynamics 365 Sales (or any Dataverse environment), as an application user.
- Follow Up Boss10 actionsSend in real estate leads and their activity, find and update contacts, add notes, create and list tasks, and read stages, users and a contact's events in Follow Up Boss, the real estate CRM, with a user's API key.
- Freshsales5 actionsCreate and update contacts, search contacts, accounts and deals, open deals, and add notes in a Freshsales (Freshworks CRM) account.
- Gong13 actionsFind recorded calls, read their transcripts, briefs, key points and participants, ask questions about accounts and deals, and enroll prospects in Engage flows in Gong.
- Google Contacts4 actionsSearch, list, add and update the contacts in a person's Google Contacts, signed in with the person's own Google account.
- Healthie10 actionsSearch and read patients, add new patients, list appointment types and appointments, book, reschedule or cancel appointments, create tasks, and read and send chat messages in Healthie.
- Hunter4 actionsFind the email addresses people use at a company, find one person's work email, and check whether an email address can receive mail, with Hunter.
- Insightly CRM16 actionsFind and update contacts, organizations, leads and opportunities, move deals through pipeline stages, and log notes and tasks in Insightly CRM.
- Keap16 actionsFind and update contacts, companies and opportunities, log notes, create tasks, tag contacts and read pipeline stages in Keap (formerly Infusionsoft).
- Kommo10 actionsWork a Kommo (formerly amoCRM) sales pipeline: find, create and move leads between stages, find and add contacts and companies, add notes, create and list tasks, and read pipelines and their stages.
- LeadSquared10 actionsFind, create and update leads, post activities and notes on a lead, read a lead's activity history and add tasks in LeadSquared, the sales CRM, in the region where the account lives.
- Lusha8 actionsFind B2B contacts and companies in Lusha, reveal work emails and phone numbers, enrich companies with firmographics, build prospect lists by title, seniority, department, location and company size, and check credits.
- Mixmax10 actionsAdd people to Mixmax sequences or stop them, see who is in a sequence and how they engaged, send emails from templates, write and send tracked drafts, and search sent emails with their opens, clicks and replies.
- Nutshell CRM16 actionsFind and update people, companies and leads, close leads as won or lost, set their pipeline, and log notes, activities and tasks in Nutshell CRM.
- Outlook Contacts4 actionsFind, read, add and update the contacts in the signed-in person's Outlook address book (Microsoft 365 or Outlook.com).
- Outreach16 actionsFind and update prospects and accounts, open and progress opportunities, log calls, create tasks and add prospects to sequences in Outreach.
- People Data Labs6 actionsLook up people and companies in People Data Labs' dataset.
- Reply.io10 actionsFind, create and update prospects in Reply.io, enroll them in outreach sequences or take them out, list sequences and who is in them, add notes, start or pause a sequence, and read its email and LinkedIn results.
- RocketReach6 actionsFind professionals' emails and phone numbers with RocketReach.
- Salesflare10 actionsFind and add accounts (companies) and contacts in Salesflare, list, create and update opportunities as they move through pipeline stages, create tasks, and add internal notes to an account.
- Salesloft15 actionsFind and update people and accounts, read opportunities, log calls and notes, create tasks and add people to cadences in Salesloft.
- Snov.io10 actionsFind and verify business contacts with Snov.io: look up a company by its domain, list the people who work there with their positions, find a person's work email from their name and company domain.
- SugarCRM7 actionsFind, read, create, update and delete records in any SugarCRM.
- Teamleader Focus10 actionsFind and add contacts and companies in Teamleader Focus, list, create, move and close deals, read pipeline phases, and add notes to customers and deals.
- Zendesk Sell16 actionsFind and update contacts, leads and deals, move deals through pipeline stages, and log notes, tasks and calls in Zendesk Sell.
- ZoomInfo6 actionsSearch ZoomInfo's B2B database for contacts and companies by title, level, department, company, location and size, then enrich them with emails, phone numbers and firmographics, look up the accepted filter values.
Other categories
- Help desk17
- Marketing65
- Advertising7
- Team chat26
- SMS and messaging19
- Phone and contact center13
- Email16
- Projects and tasks30
- Docs and data43
- Forms and scheduling17
- Files and storage12
- HR and recruiting36
- Education6
- Payments and finance58
- E-commerce29
- Shipping and fulfillment10
- ERP27
- Legal15
- Field service and construction8
- Developer37
- Cloud and hosting23
- Security and identity20
- Automation12
- Analytics and data37
- Web search and research23
- Databases32
- Other12
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