CRM Connector
ChatGPT pluginAutomate and sync your apps
The integration hub for your CRM, field service and accounting apps. One plugin, two separate parts: AI agents that work with the records of one of your systems right in the chat, and integrations that keep two of your systems in sync. It connects the CRM, field service, accounting and online store systems small businesses run on. Don't see your system? Request it, right in the chat.
Part 1. AI Agents inside one system Ask ChatGPT about your own customers, deals, invoices and quotes, and let it do the work in that system for you. Ask what an agent can do in your system without an account, plan it in the chat, and finish it in CRM Connector, where you sign in to your system. Test it on up to 50 of your records before you commit: a test only reads them.
- AI Analyst: it reads your records, counts and adds them up, and finds the same customer in your other connected systems
- AI Agent: it also changes records when you ask, such as fields, stages, notes, tasks and links, each change shown first, risky ones approved by you in CRM Connector
- Automations: fixed rules inside that one system (when this happens, only if, then do that), made in the chat, approved once by you in CRM Connector, then run by the platform by itself
- A change log with undo where the system allows it
- Nothing in AI Agents syncs between two systems: that is an integration
Part 2. Integrations between two systems Planned in the chat, then they keep two of your systems in sync by themselves, so a new customer, a won deal or a paid invoice shows up where your team works without copying it by hand.
- See which systems connect and what two systems can sync, no account needed
- Choose the records that travel, one way or both ways, and the moment they travel: when paid, won, accepted or overdue
- Ready rules, such as a won deal that becomes a draft invoice
- Which fields go across, and how each system connects
- Plan it in the chat and get a link that opens the setup prefilled
- For CRM Connector customers: your integrations, what failed and why, sync now, pause or resume
You stay in control:
- You choose per system and per record type what the assistant may see or change
- Changing records is a separate permission on the consent page, off unless you allow it
- An automation never runs before you approve it, and you can pause or remove it at any time
- It never deletes a record and never records a payment
- It runs or pauses an integration only when you ask and confirm, and never deletes one
- Disconnect at any time in CRM Connector under Settings, AI Assistants
- Featured
- No
not on the featured shelf
Movement
From our daily snapshots over the last 30 days.
Rank by placement
Rank in Business & operations
25 listing changes logged · latest Nov 4: Capabilities, Description, Skills and 3 more. See what changed
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Business & operations1,140th of 2,019 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 1138 | #6110 | 19places up | |
| 1139 | #6115 | 16places up | |
| 1140 | #6118 | 89places up | |
| 1141 | #6126 | 24places up | |
| 1142 | #6131 | 30places up |
Also on other marketplaces
Example prompts
- “With CRM Connector Platform, which deals in my CRM have had no activity in the last two weeks?”
- “With CRM Connector Platform, set up an AI agent that can update the contacts and deals in my CRM.”
- “What can CRM Connector Platform do for my CRM, field service and accounting systems?”
Skills
automate-my-system
Turn something a CRM Connector customer wants to keep happening by itself inside one of their systems into an automation of their AI agent. Use it when someone asks for a rule such as "whenever a deal is won, add a kick-off task" or "when a new contact has no owner, set one", or asks which automations run, or to pause, resume, change or remove one.
check-my-syncs
Help a CRM Connector customer see how their own integrations are doing. Use it when someone asks which integrations they have, whether they are running, what failed and why, what is waiting or what the latest syncs did, or wants one synced now, paused, resumed, or a conflict between two records resolved.
explore-ai-agents
Answer questions about CRM Connector AI Agents before anything is set up. Use it when a person asks whether ChatGPT can work with the customers, deals, invoices or quotes in their own CRM or accounting system, what an AI agent can do in a particular system, which systems have an AI agent, or what the difference between AI Analyst and AI Agent is.
explore-integrations
Answer questions about what CRM Connector connects before anything is set up. Use it when a person asks which systems CRM Connector supports, what two systems can sync, whether a particular field goes across, or how to connect a system.
set-up-a-sync
Turn an integration someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example "when a deal is won in HubSpot, make a draft invoice in QuickBooks Online" or "keep my Xero contacts in Pipedrive".
work-with-my-records
Work with the records of a business system the customer connected to AI Agents in CRM Connector. Use it when someone asks about their own customers, deals, invoices or quotes in such a system, asks to update, tag or note them, or asks whether ChatGPT can work with the records of a system they use.
- Categories
- Made by
- CRM Connector · Website
- Sign-in
- On Install
- Capabilities
- AI Agents: ask about and update one system's records, with undo, AI Agents: automations you approve once, then run by the platform, AI Agents: see what an agent can do in your system, then plan it, Integrations: see what two systems can sync, and plan one in the chat, Integrations: check your integrations, what failed and why
- Availability
- Available
- Version
- 1.3.0
- Keywords
- crm, accounting, field service, sync, integration, integrations, crm integration, crm integrations, accounting integration, accounting integrations, field service integration, field service integrations, app integration, app integrations, integration hub, connector, connectors, connect apps, crm sync, data sync, contact sync, invoice sync, two way sync, sync apps, invoices, gohighlevel, highlevel, ghl, go high level, quickbooks, quickbooks online, xero, jobber, hubspot, pipedrive, salesforce, zoho, zoho crm, zoho books, keap, infusionsoft, activecampaign, servicem8, simpro, housecall pro, companycam, freshbooks, freeagent, square, stripe, woocommerce, google sheets, spreadsheet, excel, csv, ai agents, ai agent, ai analyst, workflows, workflow, automations, automation, crm automation, small business, service business, crm ai agent, ai crm, ai assistant, chatgpt crm, crm assistant, update crm records, sales pipeline, mcp, mcp server, crm mcp, ai agent for crm, crm ai, gohighlevel ai agent, hubspot ai agent, quickbooks ai agent
- Created
- October 1, 2026
- More info
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