Your CRM records, in chat
Connect ChatGPT to your Senitix CRM account. Ask about your open deals and their amounts, find a contact or company, see your upcoming tasks, check your sales forecast or run a saved report. Answers come from your live CRM data.
ChatGPT acts as you: it only sees the records your Senitix permissions allow, and your organization's admin decides which tools are enabled. Changes (creating or updating records, moving a deal to another stage, completing a task, deciding an approval) are off by default and only your organization's admin can turn them on. Irreversible changes, such as converting a lead or deciding an approval, always ask for your confirmation first. Nothing can be deleted through ChatGPT.
Intended for sales and customer teams using Senitix CRM. Requires a Senitix account with access to the organization you connect.
When connected to Senitix CRM, ChatGPT may share relevant chats and memories with this app to help provide context for your requests. Senitix CRM’s use of this data is subject to their terms and privacy policy. If you have Memory enabled, data from the app may be used to proactively provide helpful information or suggestions. ChatGPT always respects your training data preferences, including for data from connected apps. Use of apps may come with elevated risk. You can manage your preferences or disconnect from apps anytime in your settings. Learn more