Category Hub
CRM Records apps and integrations
CRM Records apps let AI assistants search and summarize contacts, companies, deals, activities, notes, tasks, and pipeline data from connected workspaces. Compare whether each integration can create or update records, automate follow-ups or outreach, surface analytics, and enforce the permissions or write controls your team needs.
120 apps
Top crm records apps
Open full directory →Sales-And-Marketing
Suger
By Suger Inc.
Suger is the cloud go-to-market platform for software companies selling through the AWS, Azure, and GCP marketplaces. This connector gives Claude secure, OAuth-authenticated access to your Suger account so you can run marketplace operations in natural language. Capabilities: • Products & offers — create, update, and publish public and private offers and offer sets across AWS, Azure, and GCP. • Buyers & contacts — look up and manage buyer accounts, contacts, and credit wallets. • Entitlements & subscriptions — inspect, approve, cancel, and adjust entitlements and entitlement terms. • Usage metering & billing — report and validate usage records, manage billable metrics, and configure metering. • Revenue — query unified revenue records, daily revenue, and revenue reports across all connected marketplaces. • Co-sell — create, update, validate, and sync co-sell referrals with AWS ACE, Azure Partner Center, and GCP, and view co-sell dashboards. • Support & notifications — create and manage support tickets and review notification events. • Knowledge — search AWS, Azure, GCP, and Suger marketplace documentation. All actions run against your own Suger account using your existing permissions. Read-only tools (lookups, lists, reports) run without a confirmation prompt; tools that create, modify, or delete data always ask for confirmation first.
Tools: 137 · Prompts: 2
Financial-Services
Deel
By Deel
Connect Claude to your Deel account and take action across your entire global workforce. Manage contracts, track payments, handle time-off, run payroll calculations, and query your HRIS data — all in natural language. Ask questions, get instant answers, and make decisions faster, securely. Whether you're managing a team of 5 or 5,000, Deel brings your people data and workflows directly into Claude.
Tools: 95 · Prompts: 3
Data-Analytics
ChartMogul
By ChartMogul
ChartMogul’s MCP server gives AI assistants secure access to your subscription analytics and customer data. Analyze MRR, ARR, churn, retention, cohorts, subscriptions, revenue trends, and customer activity using natural language. Investigate business performance, identify growth opportunities, uncover churn drivers, explore customer relationships, and answer complex questions about your SaaS business. Built for founders and go-to-market, product, and finance teams, it turns ChartMogul data into actionable insights and faster decisions.
Tools: 76
Business & Operations
Zoho CRM
By Zoho
Zoho CRM is an AI-powered sales software that helps businesses of all sizes manage their sales better. With SFA features, advanced automation, easy-to-use UI, advanced analytics, and deep customization capabilities, Zoho CRM truly understands your business. With Codex, you can extend the functionalities of Zoho CRM by simply prompting. Your business, your Zoho CRM—powered by Codex.
Tools: 41 · Prompts: 3
Sales-And-Marketing
Partner.io
By Partner.io
Manage your Partner.io program without opening a single tab. Add partners, log and update leads, record payments, create rewards, and build program tiers — just by asking. Your AI assistant works directly with your live Partner.io account, so every change lands exactly where your team already works.
Tools: 40
Financial-Services
Affinity
By Affinity
Bring your Affinity data into Claude to search contacts, companies, and deals; prep for meetings using your actual notes and interaction history; and update records as deals progress. Every email captured, every meeting logged, every relationship scored by your firm is now available directly in the conversation.
Tools: 31 · Prompts: 1
Productivity
Streak
By Rewardly, Inc.
Streak is a CRM built into Gmail. Use Claude to ask questions about your pipelines, search for information about a contact or deal, or analyze your pipeline with the help of AI. Add notes to Streak from chat, update deals, and create follow-up tasks as part of your AI workflow.
Tools: 0 · Prompts: 4
Productivity
Clarify
By Clarify
Connect Clarify and work with your CRM using natural language. Retrieve, create, and update records, analyze your pipeline, and generate insights—all through conversation. Query deals, companies, people, and meetings without switching apps. Find and import new leads that match your ICP directly from the conversation. Create tasks, lists, and outbound sequences automatically. Build and configure Clarify Agents from Claude to automate your entire GTM motion. Your Clarify data is retrieved in real-time, and permissions are respected. Stop clicking through interfaces. Just ask what you need.
Tools: 26 · Prompts: 3
Productivity
Attio
By Attio
Access your entire CRM directly from Claude. Look up contacts and companies, find decision makers, and discover email addresses. Log notes from calls and meetings, track engagement history, and create follow-up tasks with deadlines. Search and filter your pipeline by stage, funding round, role, or location. Tap into meeting intelligence—search call recordings, access transcripts, and surface key insights. Make Attio a seamless part of your AI workflow, so you can manage relationships and close deals faster without switching tools.
Tools: 23 · Prompts: 1
Business & Operations
HubSpot
By HubSpot
Work with your HubSpot data to analyze patterns, create and update records, and manage your CRM operations. Read from and write to deals, contacts, companies, tickets, engagements, and other objects you have permission to access. Prepare reports, update deal stages, log calls and emails, create tasks, or review pipeline details before meetings. Use it for quick updates in chat or comprehensive CRM management, all grounded in your actual HubSpot data.
Tools: 22 · Prompts: 3
Productivity
item
By item
Browse, summarize, update, and analyze customer data directly from Claude. Connect live context from contacts, companies, deals, lists, saved views, notes, and relationship history so your assistant can answer account questions, find the right records, and help move work forward without jumping between tabs. Turn scattered CRM data into usable context for research, planning, follow-ups, and customer-facing work.
Tools: 22 · Prompts: 3
Financial-Services
Datasite
By Datasite
Connect Claude to your Datasite virtual data room - the secure workspace where thousands of M&A deals are facilitated annually. Set up folder structures, invite users, search documents, track buyer Q&A, and audit data room readiness, all through natural language. No workflow interruptions. No security trade-offs. Built for advisors, bankers, and corporate development teams - backed by the enterprise security and permissioning every transaction demands.
Tools: 19 · Prompts: 3
Sales-And-Marketing
Salesflare
By Salesflare
Salesflare connects Claude to your Salesflare CRM, so you can find, summarize, and update sales data without switching tools. Use it to look up accounts, contacts, opportunities, tasks, notes, meetings, and customer interactions; summarize relationship history; identify deals that need follow-up; create or update CRM records; and prepare better outreach based on real CRM context. Salesflare is a simple yet powerful CRM for small and medium-sized B2B businesses. It helps teams track leads automatically, follow up consistently, manage visual sales pipelines, collaborate on customer relationships, and reduce manual CRM admin. The connector brings that CRM context into Claude so sales teams can work faster while staying grounded in their actual Salesflare data. This connector can read and write CRM data according to the permissions of the connected Salesflare user.
Tools: 16
Sales-And-Marketing
Outreach
By Outreach
Bring Outreach knowledge and actions into Claude so your teams can move faster, combine insights across systems, and complete advanced revenue tasks without switching tools. Outreach is an end-to-end AI Revenue Platform for all go-to-market teams. By embedding agentic AI across every revenue workflow, Outreach increases sales productivity, boosts pipeline, and gives leaders the visibility and predictability they need to grow revenue at scale.
Tools: 15 · Prompts: 3
Productivity
Pendo
By Pendo
The Pendo connector for product analytics and behavioral data to AI environments. Access visitor and account metadata, query user behavior, and analyze pages, features, and events. Supports real-time product data integration for tasks like customer call preparation, adoption analysis, churn investigation, and support ticket enrichment.
Tools: 11 · Prompts: 1
Productivity
Cognito Forms
By Cognito Forms
Create forms and manage your data without leaving Claude. Describe the form you need and build it instantly, then query submissions, pull files and documents, and make entry changes as responses come in. Whether you're setting up a new intake form, checking on pending applications, or retrieving a signed document, your form data is right there when you need it. Available on Pro, Team, and Enterprise plans. Setting up the connector requires Administrator access in your Cognito Forms organization.
Tools: 10
Data
Visier
By Visier
Ask Vee questions about your people and work data in Visier. Get insights on work performance, employee satisfaction, attrition predictions, and retention of key team members. Requires a Vee subscription.
Tools: 8 · Prompts: 1
Nonprofit
Givebutter
By Givebutter
Givebutter is the fundraising and donor management platform trusted by tens of thousands of nonprofits. This app connects your Givebutter account to Claude so your team can work with your fundraising data conversationally — no exports, no dashboards, no switching tabs. Use it to: - Look up donations, transactions, and payout activity across your campaigns - Find and summarize donor and contact records, giving history, and engagement - Check how a campaign, event, or fundraising page is performing - Pull the numbers you need for board updates, grant reports, and end-of-month reconciliation Ask things like: - "How much did we raise in our spring appeal?" - "Who are our top recurring donors this year?" - "Summarize new donors from last week." Claude retrieves the answer directly from your live Givebutter data and respects your existing account permissions — it can only access what your connected account can see. Built and maintained by Givebutter. Authentication is handled securely through OAuth; you stay in control of access and can disconnect at any time.
Tools: 5
Productivity
OnePageCRM
By OnePageCRM
Turn Claude into your CRM assistant. It can summarize your Action Stream, do research, create new contacts, schedule follow-ups, rearrange overdue tasks, log notes after calls, update deals, and build simple dashboards. Let AI handle the admin while you build relationships, close deals, and focus on growing your business with OnePageCRM.
Tools: 5
Sales-And-Marketing
HoneyBook
By Honeybook
If you run your business on HoneyBook, this connector lets you do a lot of it right from Claude, just by asking. Want to know where things stand? Ask for a rundown of your active projects, look up a client before a call, pull up an invoice or contract, skim a message thread, or see how revenue and leads are tracking this month. Need to actually get something done? Claude can create and update projects, jot down a note after a meeting, set dates, and add or edit client contacts. It only does this when you say so. Anything that changes your data is off by default, and you decide what to turn on. We kept the permissions honest and easy to read. Viewing your data and changing it are two separate switches, so an app can look without touching. The bigger stuff, like company settings or letting a pro or bookkeeper in, is always asked for on its own and never slipped in with everything else. And Claude only ever works on the account you connect. It's built for the way independent businesses actually work: photographers, planners, consultants, and everyone juggling clients, projects, and getting paid. Think of it as a faster way to stay on top of your book of business, whether that's a quick morning catch-up, prepping for the next client, or capturing what just happened on a call.
Tools: 4 · Prompts: 1
Productivity
Atlas AI Agent
By Ayonix
Atlas AI Agent brings your Atlas workspace into ChatGPT, with three assistants in one place. Ask for a briefing and the executive assistant reads your connected mailbox and calendar to tell you what needs attention today, what decisions are pending, and what you're still waiting on. Ask about sales and you get live pipeline figures, your leads ranked by score across campaigns, and a personalised outreach email drafted for whichever lead you name. Ask about marketing and you get channel performance, everything in the content queue with its status, whatever is sitting in your approvals, and new post drafts on request. Nothing is sent or published from ChatGPT. Outreach emails and social posts come back as drafts you approve inside Atlas, so the assistant can never speak to a customer on your behalf without you seeing it first. Connecting is a normal sign-in, and permissions are granted per assistant: you can give ChatGPT your marketing without handing over your inbox, and disconnect any time from Atlas under Connected apps.
Prompts: 3
Finance
Billabex
By Billabex
Billabex is an AI-powered accounts receivable and invoice collection platform that helps finance teams manage customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding balances, overdue receivables, incoming emails, outgoing emails, payment communications, and account tasks in one place. Identify unpaid invoices and silent customers, inspect complete account and communication histories, monitor collection priorities, update customer and billing records, manage contacts, pause or resume automated payment reminders, respond to tasks raised by the AI agent, prepare scheduled communications, and send personalized payment reminder emails. Billabex centralizes receivables management, customer communication, invoice follow-up, credit control, and debt collection workflows so businesses can reduce late payments, improve cash flow visibility, save time on repetitive collection work, and maintain professional customer relationships.
Prompts: 3
Business & Operations
Sales
By OpenAI
Work from a customizable seller account home spanning daily follow-through, customer relationships, and active pipeline, or an executive dashboard spanning grounded forecasts, priority accounts, and team performance. Prepare for customer meetings, follow up after calls, build evidence-grounded business cases and customer-facing decision decks, understand account signals, plan active deals, build competitive briefs, review forecasts, find customer quotes and internal experts, coach reps from calls, and enrich company and contact data. Start with CRM details, calendar events, call notes, docs, messages, uploaded files, account lists, or pasted context. Sales can turn that evidence into durable seller and leadership dashboards, practical next steps, and polished customer presentations, including commercial proposals, evaluation readouts, first-call decks, and executive workshops.
Prompts: 3
Business & Operations
Pace
By Crossbeam
Pace is the context layer for your sales pipeline. It pre-computes deal intelligence from your CRM, emails, and call recordings, then serves it to your AI assistant as live, structured context on every deal. Ask what's really going on with an account, get AI risk and forecast assessments backed by evidence, catch deals that have gone quiet, and know precisely where your team is going to land. No more digging through Salesforce or HubSpot, no more guessing.
Prompts: 3
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