Add to CRM

Add to CRM finds work contact details and adds the people you choose to your own CRM, without leaving the conversation. Ask for a person by name and company, by e-mail address or by profile link, and see their work e-mail, phone numbers where available, current role and company. Search for prospects by job title, seniority, location and company details. Check whether someone is already in your CRM before you add them, then add people or whole companies with your own field mapping, tags and duplicate checks applied. Log notes, calls, meetings and tasks, and save people to lists. Works with 29+ CRMs, including Capsule, Attio, Zoho, HubSpot, Close and Pipedrive. You connect your CRM once in Add to CRM. Your CRM credentials stay with Add to CRM and the assistant never sees them. You stay in control. Anything that changes your CRM is a clear step you can see and confirm, lookups use the credits in your Add to CRM account, and you can disconnect at any time under Connected AI apps in your account.