CRM
Connect your CRM so the AI agent can look up customers and keep records up to date during a chat.
Connect your CRM and the AI agent can personalize support with what you already know about a customer — and capture new details back into the CRM, all without an agent leaving the conversation.
Supported CRMs: HubSpot, Pipedrive, Salesforce, Intercom, Close, and Apollo.
Connecting a CRM and looking up records is available on the Growth plan and above. Letting the agent create or update records requires Scale or above. On Free and Starter, the CRM card is hidden.
What the agent can do#
- Look up a contact (Growth+). For a customer whose identity is verified, the agent can pull their name, company, and phone from the CRM to tailor its reply. It never invents details — if there's no match, it says so.
- Create or update a contact (Scale+). The agent can capture a new lead or keep a verified customer's details current from what they tell it in the chat (name, phone, company).
The agent only uses these tools when they're relevant, and only with information the customer actually provides.
Identity matters. To protect your customers, the agent only reveals stored CRM details (or updates an existing record) when it can trust who it's talking to — for example a visitor who is signed in on your website through the chat widget. For an unverified, anonymous visitor it will not read back account details or change an existing contact, even if they type someone's email; at most it can capture a brand-new lead. This prevents someone from impersonating a customer to pull their details.
Connect a CRM#
Go to Integrations in the sidebar and find the CRM card. How you connect depends on the provider:
- Sign-in (OAuth): HubSpot, Pipedrive, Salesforce, Intercom. Click Connect, sign in to the provider, and approve access. You're returned to the Integrations page with the CRM listed as Active.
- API key: Close, Apollo. Click Connect, paste the API key from your account, and save. The key is stored encrypted and never shown again.
You can connect more than one CRM. On Growth, the agent can read from a connected CRM; the create/update ability turns on automatically on Scale and above.
Disconnect#
From Integrations → CRM, click Disconnect. The agent immediately stops looking up and updating records in that CRM. Nothing in your CRM is deleted — disconnecting only removes Chatasist's access.
Privacy#
- Chatasist only accesses the CRM data your authorized account can see.
- Look-ups happen on demand during a conversation; the agent reads just enough to answer and never bulk-exports your CRM.
- Stored details are only shared with — and existing records only changed for — customers whose identity is verified. Anonymous visitors can't pull up or overwrite a contact by claiming someone's email.
- Writes only happen when the agent has new details a customer shared.
Combine CRM context with your knowledge base for sharper, personalized replies.