CRM & sales.
Accounts, contacts, deals, and quotes.
18 listings · 18 built on request
26 shown
ApolloConnectorContacts, accounts, sequences, and people and organization enrichment from Apollo through its REST API.Built on requestAttioConnectorPeople, company, and deal records, lists, notes, and tasks from an Attio workspace, with signed webhooks on change.Built on requestCloseConnectorLeads, contacts, opportunities, and the calls, emails, and SMS logged in Close, with signed webhooks on every change.Built on requestCopperConnectorLeads, people, companies, opportunities, and tasks from Copper through the Developer API and webhook subscriptions.Built on requestDealHubConnectorQuotes, quote versions, users, and DealRoom signers from DealHub through its Quote, Version, User, Actions, and Callouts APIs.Built on requestDocusign eSignatureConnectorEnvelopes, recipients, documents, and signing events from Docusign eSignature through its REST API v2.1 and Connect webhooks.Built on requestDynamics 365 SalesConnectorLeads, opportunities, quotes, orders, and invoices from Dynamics 365 Sales through the Dataverse Web API.Built on requestFreshsalesConnectorContacts, sales accounts, deals, tasks, and appointments from Freshsales through the Freshworks CRM REST API.Built on requestHubSpotConnectorContacts, companies, deals, tickets, and activities from a HubSpot account, with webhooks when records change.Built on requestInsightly CRMConnectorContacts, organisations, leads, opportunities, projects, and tasks from Insightly CRM through the v3.1 REST API.Built on requestKeapConnectorContacts, companies, opportunities, tasks, and orders from Keap through its REST v2 API and REST Hooks.Built on requestOutreachConnectorProspects, accounts, sequences, mailings, calls, and tasks from Outreach through its JSON:API interface and webhooks.Built on requestPandaDocConnectorDocuments, templates, recipients, and signing status from PandaDoc through the public API and webhooks.Built on requestPipedriveConnectorDeals, leads, persons, organizations, and activities from a Pipedrive company account, with webhooks on change.Built on requestSalesforce Sales CloudConnectorLeads, accounts, contacts, opportunities, and activities from a Salesforce org, with change events as records move.Built on requestSalesloftConnectorPeople, accounts, cadences, emails, calls, and meetings from Salesloft through the v2 REST API and webhook subscriptions.Built on requestSugar SellConnectorAccounts, contacts, leads, and opportunities from Sugar Sell through the Sugar REST API and web logic hooks.Built on requestZoho CRMConnectorLeads, contacts, accounts, deals, and activities from Zoho CRM modules, with notifications when records change.Built on requestLead ResponseAgent that reads theseWatches each new inbound lead for a first reply inside your window and proposes a reply draft or a reassignment when time runs out.Built on requestDuplicate LeadAgent that reads theseMatches new leads against existing accounts and customers and proposes a merge or owner handoff before two reps call the same buyer.Built on requestTerritory BalanceAgent that reads theseMeasures open pipeline and account load per rep and territory and proposes account moves when a territory is over or under capacity.Built on requestAccount ApplicationAgent that reads theseReviews new wholesale account applications against your customer records and risk scores and proposes approval, terms, or a decline.Built on requestStale PipelineAgent that reads theseFinds deals with no activity past their stage age limit and proposes a next step, a stage change, or a close-lost for the owner.Built on requestDeal HandoffAgent that reads theseWhen a deal is won, drafts the ERP customer, payment terms, and onboarding tasks from the deal and quote and proposes them for setup.Built on requestCall SummaryAgent that reads theseReads the call transcript and the customer record after a call ends. Proposes the wrap-up note, disposition code, and follow-up task.Built on requestQuote Follow-upAgent that reads theseFinds sent quotes with no reply past your day limit, checks support threads first, and proposes the follow-up for the rep to send.Built on request
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