CRM connector: read, update and log with permissions

Read, write and log

The CRM connector lets agents look up accounts and contacts, log calls and emails, and move deals between stages. It was the most requested connector this year.

Writes are scoped by field. You choose which fields an agent may change, and any write outside that list is blocked and recorded in the run log.

Common setups

Teams start by logging every closed support ticket on the matching account. Next comes updating renewal dates when a signed order form arrives by Email. Stage changes above a deal size can go through a review gate first.