Overview
Ask Claude about your Salesforce or HubSpot data and have it do the work: count and look up records, find and merge duplicate accounts and contacts, enrich companies and people from your data provider, standardize job titles, states and other values, assign owners by territory or round robin, flag contacts who changed jobs, create new contacts at target accounts, bulk-update or delete records, and run multi-step plans on a schedule. LiveCRM is the AI operator for your CRM. Thirty-six tools only read. The other thirty change records only with the permissions you approve, from fourteen written for the person granting them, and nothing reaches your CRM until a run is dispatched. Every change is recorded with its values before and after, and can be reversed. Counts and previews read a copy of your CRM that LiveCRM keeps in sync, so they are fast and use none of your CRM's API allowance. Requires a LiveCRM account connected to Salesforce or HubSpot. Start a free trial at livecrm.ai/trial.
