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Connect your CRM and sales tools so your agent can manage leads, update deals, and keep your pipeline moving — without manual data entry.
Apollo lets your agent search for leads and manage contacts in your Apollo workspace.What you can do:
  • Search for prospects by job title, company, location, and more
  • View and update contact details
  • Add contacts to sequences
Credentials: API key — find it in Apollo under Settings → Integrations → API.Example prompt:
“Find 10 VP of Engineering contacts at Series B SaaS companies in New York using Apollo.”
HubSpot lets your agent manage contacts, deals, and pipelines in your CRM.What you can do:
  • Create and update contacts and companies
  • Open and move deals through pipeline stages
  • Log notes and activities
  • Query CRM records
Credentials: Private app token — create a private app in HubSpot under Settings → Integrations → Private Apps and grant the scopes you need.Example prompt:
“Create a new deal in HubSpot for Acme Corp worth $12,000 and move it to the Proposal Sent stage.”
Salesforce lets your agent manage CRM data and workflows across your org.What you can do:
  • Create, read, update, and delete standard and custom objects
  • Query records using SOQL
  • Manage leads, opportunities, and accounts
  • Trigger flows and workflows
Credentials: OAuth 2.0 — connect via the Salesforce authorization flow using your org credentials.Example prompt:
“Update the Opportunity stage for TechCorp to ‘Closed Won’ in Salesforce and set the close date to today.”
Pipedrive lets your agent manage deals and sales pipelines in your account.What you can do:
  • Create and update deals
  • Add and manage contacts and organizations
  • Move deals between stages
  • Log activities and notes
Credentials: API token — find it in Pipedrive under Settings → Personal preferences → API.Example prompt:
“Add a new deal in Pipedrive for the lead I just spoke with: Jane Smith at GlobalRetail, deal value $8,500.”