Sales & CRM connectors include CRMs, B2B data and enrichment providers, sales engagement platforms, and call recording tools. Sales Spaces connect them so Claude and Codex can research an account across sources, enrich a lead list, update the CRM record, and draft the follow-up while the call is still fresh.
Connect once and share access with agents, automations, apps, and teammates, with granular permissions.
Connect Salesforce to Claude in type.com to add leads and contacts to campaigns, add products to opportunities, and run lead assignment rules.
Connect Apollo to Claude in type.com to bulk enrich people and companies, move account stages, and add qualified contacts to Apollo email sequences.
Connect Attio to Claude in type.com to upsert people and companies, update record attributes, add records to lists, and search your Attio workspace.
Connect Zoho to Claude in type.com to create Zoho CRM records and tags, convert leads into contacts and deals, and read module field metadata.
Connect Freshdesk to Claude in type.com to add ticket notes, manage watchers and access, and bulk update tickets in one thread.
Connect Acculynx to Claude in type.com to create leads, jobs, and appointments for roofing projects from a shared thread.
Connect Affinity to Claude in type.com to pull company lists, check deal pipelines, and review list entries from a shared thread.
Connect AgencyZoom to Claude in type.com to batch-create leads and contacts and update lead status from a shared thread.
Connect Pipedrive to Claude in type.com to add deals, organizations, and activities, create custom activity types, and log notes from a sales thread.
Connect Dynamics 365 to Claude in type.com to create accounts, contacts, leads, cases, and invoices from a shared sales or support thread.
Connect Zendesk to Claude in type.com to preview macros on tickets, look up users and problem tickets, and check brand host mappings from a thread.
Connect Close to Claude in type.com to create leads and tasks, log calls and SMS activity, and remove incorrect call records from your Close CRM.
Connect Crustdata to Claude in type.com to enrich people, screen decision makers, and track headcount and funding signals from shared team threads.
Connect Blackbaud to Claude in type.com to add gifts to a batch, look up donor and payment details, and check membership status.
Connect Simplesat to Claude in type.com to sync customers, pull recent survey answers, and review live questions from a shared thread.
Connect Zoho Bigin to Claude in type.com to add records, tag them, and attach notes to contacts and pipelines from a thread.
Connect Zoho Desk to Claude in type.com to create support tickets, look up contacts, and check agent coverage from a thread.
Connect Kommo to Claude in type.com to create leads, contacts, companies, and tasks, and feed its AI agent new knowledge from a thread.
Connect Zoominfo to Claude in type.com to enrich companies and contacts, add intent and news signals, and fill in location data for account research.
Connect RocketReach to Claude in type.com to check funding, growth metrics, and contact lookups from a shared thread.
Connect AeroLeads to Claude in type.com to pull contact details from a LinkedIn profile URL directly in a thread.
Connect Agiled to Claude in type.com to log expenses, create projects and tasks, open support tickets, and pull contacts from one thread.
Use Ascora with Claude in type.com to create customer records, log notes, and draft quotations for field service work from one thread.
Connect Autobound to Claude in type.com to generate prospect insights and personalized outreach content from a shared sales thread.
Connect Bettercontact to Claude in type.com to run waterfall email and phone searches, enrich leads, and check credit balance from shared threads.
Connect Capsule CRM to Claude in type.com to log notes, add project parties, and set up custom fields from a shared sales thread.
Connect CentralStationCRM to Claude in type.com to check activity counts, review attachment storage, and verify the connection from a thread.
Connect Convolo AI to Claude in type.com to generate character responses, review session quality, and pick voices from a shared thread.
Connect Daffy to Claude in type.com to check fund balances, review donation history, and send gifts from a shared giving thread.
Connect Dropcontact to Claude in type.com to enrich contacts, manage webhooks, and retrieve verified emails in a shared thread.
Connect Espocrm to Claude in type.com to check the current user's session details and review CRM metadata from a shared thread.
Connect Fireberry to Claude in type.com to create contacts, log activities, and track competitors in your CRM from a shared team thread.
Connect Firmao to Claude in type.com to generate invoices, remove outdated offers, and clean up contact records from a shared thread.
Connect Folk to Claude in type.com to add companies and people, log notes on a deal, and keep CRM records tidy from one thread.
Connect Follow Up Boss to Claude in type.com to assign action plans, schedule showings, and log calls from a shared team thread.
Connect Forcemanager to Claude in type.com to clean up stale contacts, companies, and sales orders in your CRM from a team thread.
FullenrichConnect Fullenrich to Claude in type.com to enrich leads in bulk, check credit balance, and run reverse email lookups from a thread.
Connect Givebutter to Claude in type.com to launch campaigns, tag contacts, and create event tickets from a shared fundraising team thread.
GodialConnect Godial to Claude in type.com to add contacts, lists, teams, and follow-up tasks to your outbound dialer from a thread.
Connect Helloleads to Claude in type.com to add new leads, review the lead list, and check lead lists from a shared team thread.
Connect JobNimbus to Claude in type.com to pull contacts, review activity, and add job locations from a shared thread.
Connect Ko-fi to Claude in type.com to see donation, membership, and shop order notifications in a shared thread.
Connect LeadIQ to Claude in type.com to search companies, check credit balances, and manage import batches from a sales thread.
Connect Leadoku to Claude in type.com to pull newly accepted LinkedIn connections into a shared sales thread.
Connect Leverly to Claude in type.com to trigger calls and manage lead reattempts from a shared sales thread.
Connect Lusha to Claude in type.com to manage signal subscriptions and review audit logs from a shared thread.
Connect NetHunt CRM to Claude in type.com to find records, catch up on teammate comments, and review recent call logs in a thread.
Connect NoCRM.io to Claude in type.com to tag leads, log call notes, reassign ownership, and update lead status from a thread.
Connect Nutshell to Claude in type.com to log contacts, schedule follow-up activities, and create leads directly from a thread.
Connect Odoo to Claude in type.com to run JSON-RPC queries and check parsing results for invoices, statements, and expenses.
Connect Page X to Claude in type.com to create leads from forms, calls, or event lists directly from a shared thread.
Connect Parma to Claude in type.com to log contacts, add notes, and group relationships from a shared team thread.
Connect Persistiq to Claude in type.com to add leads to campaigns, bulk-create leads, and block domains from outreach in a thread.
Connect Pipeline CRM to Claude in type.com to create companies and deals, and remove stale records from a shared thread.
Connect Raisely to Claude in type.com to launch campaigns, log offline donations, and check registrations from a thread.
Connect RepairShopr to Claude in type.com to add line items and comments to tickets, estimates, and orders from a thread.
Connect Salesflare to Claude in type.com to create accounts, log calls, and build custom fields for your pipeline from a thread.
Connect Salesforce Service Cloud to Claude in type.com to batch requests, build record trees, and manage live chat from a thread.
Connect Salesmate to Claude in type.com to create companies and products, check active users, and look up records from a thread.
Connect Simla.com to Claude in type.com to merge customer records, combine orders, and log costs from a thread.
Connect Specific to Claude in type.com to log companies, record conversations, and keep contact records current from a shared team thread.
Connect Tave to Claude in type.com to apply payments, create client galleries, and set up discount types for your photography studio.
Connect Tomba to Claude in type.com to check domain status, create leads, and review custom lead attributes from a shared thread.
Connect HubSpot to Claude in type.com to search contacts, companies, and deals, review activity history, and update CRM records with your permissions.
Connect LinkedIn to Claude in type.com to read your member profile and publish text, link, or image posts as your account after the team reviews drafts.
Yes. HubSpot is a built-in connector and Salesforce, Attio, Pipedrive, Close, and others are in the catalog. Share the connection with a sales Space and ask the agent to find, summarize, or update contacts, companies, and deals with the connected member's permissions.
Yes. Crustdata is built into type.com with included monthly credits for people enrichment and verified business emails, and Apollo, ZoomInfo, Lusha, People Data Labs, and other providers are listed connectors.
An admin creates the connection once with OAuth, an API key, a service account, or custom API settings, then chooses which Spaces can use it. Nobody pastes credentials into a prompt or thread.