CRM.IO

This CRM agent assists with managing contacts, companies, deals and adding notes to contacts. It boosts efficiency, allowing you to focus on building customer relationships and closing deals.

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Collections

Contacts

Deals

Apps & Capabilities

Crm.io
- create contact using Crm.io
- Update contact using Crm.io
- Retrieve contacts from Crm.io based on filters
- Retrieve Contacts by Name from Crm.io
- Retrieve Contacts by Email from Crm.io
- Retrieve Contacts by Phone Number from Crm.io
- Retrieve deals from Crm.io based on filters
- Retrieve Pipelines and Stages from CRM.io
- Retrieve tasks from Crm.io based on filters
- Add a new task to Crm.io
- Add a note to a contact in Crm.io
- Add a note to a deal in Crm.io
- Add a note to a task in Crm.io
- Create a deal using Crm.io

Browser Agents

Tasks

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Contacts
Deals
Tasks

Create a contact
Add note to contact
Get Contacts
Get Contacts by Name
Get Contacts by Email
Get Contacts by PhoneNumber

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CRM.IO

Collections

Apps & Capabilities

Browser Agents

Tasks

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CRM.IO

Collections

Apps & Capabilities

Browser Agents

Expected Column Names

Required Apps Missing

Google Sheet Data

Tasks

AI Task Flow

Steps

Edit Parameters

Share

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Chat History