Keep your CRM up to date with AI

After a call, tell your AI: “Move the Acme deal to Proposal and add a note: they need SSO, decision in two weeks.” The AI finds the deal in HubSpot or Pipedrive, updates the stage and adds the note. It can also create contacts from an email thread, so the CRM stays current without copy and paste.

Ask your AI

• Move the Acme deal to “Proposal sent” and add a note with today’s call summary.
• Add everyone from this email thread as contacts at Northwind, with their titles.
• Which deals in my pipeline have had no activity for 14 days?
• Before my call with Lena, summarize our emails and her deal history.

What happens

1. The AI searches persons, companies and deals, then updates the record you mean; it asks when two records match.
2. It reads related email threads in your mailboxes to fill in names, titles and context.
3. Creating and updating records are normal changes; you can require approval for them per account in the dashboard.

Set it up

1. Connect your accounts. Sign up and connect the services you use from the list below, or ask the AI for a link.
2. Add Manyplug to your AI app. Paste the Manyplug address into Claude, ChatGPT, Cursor or another MCP client; each guide below has the steps.
3. Ask. Copy one of the requests above into a new chat.

Services it uses

Works in these AI apps

Tips

• Say the pipeline and stage names the way they appear in your CRM; the AI can list them first.
• Use one AI app for sales so its rules (for example, approval for every update) apply only there.

Questions

Useful for

• Work across every client’s tools from one AI chat
• Run the day from one AI chat

More use cases