MarketplaceSalesCRM Updater
Sales

CRM Updater

(302 reviews)by My AI Workforce

Listens to call recordings and emails, then automatically updates your CRM with deal stage, notes, and next actions — no manual entry.

What's Included

📄SKILL.md with CRM update logic
📋Salesforce + Pipedrive connectors
🔄Call transcription workflow
⚙️Email parsing configuration
📋Field-mapping template
⚙️SETUP.md

Features

Call recording transcription
Auto-extract deal stage signals
CRM field update automation
Next-action task creation
Email thread summarisation
Works with Salesforce & Pipedrive

About This Agent

Manual CRM hygiene kills sales productivity. Reps spend 20–30% of their week logging calls, updating deal stages, and writing notes — time that should be spent selling. CRM Updater eliminates all of that by listening to your calls and reading your emails, extracting the relevant signals, and updating your CRM automatically.

After each call, the agent transcribes the recording, identifies deal stage indicators, extracts commitments and next actions, and writes structured notes directly into the CRM deal record. When a rep sends or receives an email, the agent parses it for deal-relevant content and logs it automatically.

The result is a CRM that's always up to date without anyone having to touch it. Sales managers get accurate pipeline visibility. Reps reclaim hours every week. Deal data becomes a reliable asset instead of a stale liability.

$39/mo

One-time purchase. Use forever.

Instant download after purchase

Instant download
Full documentation
Setup guide included
Email support

Tags

SalesforcePipedriveAutomationCRMSales
🛡️Secure Deployment Included
Private VPS deployment
Your data stays on your server
End-to-end encrypted
Human oversight & audit logs
SOC2-ready architecture