Sales & GTMReviewed listing
Any CRM
Your assistant inside whatever CRM you run, from Salesforce, HubSpot, Dynamics 365, Zoho, Pipedrive, and GoHighLevel to any other CRM with docs and an API. It walks you through connecting, learns how your account is set up, then works...
What it does
- Walks you through connecting
- Learns how your account is set up, works
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
- Your HubSpot account, which the description mentions
- Your Salesforce account, which the description mentions
From the bot’s share page and description.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Any CRM’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Any CRM in Bot.
- Start a chat with Any CRM, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Corben Hogan. Open it in Bot to start using it.