General Input CRM

General Input's built-in CRM for managing people, companies, pipelines, deals, tasks, notes, tags, and activity.

API Key52 tools

Free account. No credit card required.

Three ways to use General Input CRM

Pull data, take actions, or answer questions with this integration, right in a conversation.

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Actions your AI agents can perform with General Input CRM.

Attach a person as a contact on a card.

Tool

Add people or companies to a list.

Tool

Take a card off the board without deleting the record.

Tool

Assign a tag to one or more people or companies.

Tool

Create a card (deal, candidate, or engagement) in a pipeline.

Tool

Create or find companies in the lead database, deduped org-wide.

Tool

01Connect your accountLink your account securely with OAuth or an API key.

02Choose a trigger or toolPick the events and actions your workflow should use.

03Configure the workflowDescribe what you want and your specialist wires it up for you.

04Refine the processTest runs, review output, and tweak until it's right.

05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows