Work with your Hanna CRM records directly from ChatGPT. Hanna CRM is a customer relationship management system for sales, service and finance teams; this plugin connects ChatGPT to your own Hanna CRM workspace so you can find, read, create and update CRM records in conversation.
Search and inspect customers, contacts, leads, opportunities, tasks, projects, tickets (with replies, notes and history), contracts, documents, objects, products, supplier orders, call history and financial records - invoices, pre-invoices, credit notes, payments and expenses - and look up the reference values your workspace uses (statuses, sources, stages, taxes, picklists, staff, roles).
Create and update tasks, tickets, customers, contacts, leads, opportunities, projects, contracts, documents, objects, items, invoices, pre-invoices, credit notes, payments and expenses.
Everything runs under your own Hanna CRM login: you see and change only what your role allows, in the workspace you choose when connecting. Creating or changing a record can send the notifications, webhooks or accounting exports your administrator has configured. Requests are logged for security auditing.