BusinessNow availablePro+
CRM Sync
After a customer conversation, your assistant summarizes the information and updates your CRM. Contact created, deal updated, notes added , all without manual effort.
What can this skill do?
Create a new contact after a conversation
Update deal status in HubSpot or Pipedrive
Automatically save conversation notes
Create follow-up tasks after a meeting
How do you activate it?
Pro+: Available from the Pro plan (€99/mo). Compare plans →
1
Create a dGENIX account or log in
2
Upgrade to the Pro+ plan
3
Go to Skills in the dashboard and activate the skill
4
The skill is immediately active in your assistant
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