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 (€129/mo). Compare plans →
Create a dGENIX account or log in
Upgrade to the Pro+ plan
Go to Skills in the dashboard and activate the skill
The skill is immediately active in your assistant
Related skills
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Client Onboarding
Every new client off to a sharp start: brief, Drive folder and kickoff in one command.
Renewal & Upsell Intelligence
Never miss a renewal: GENI flags expiring contracts and upsell opportunities.
Get started with CRM Sync today
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