Manual CRM updates waste hours. Let your chat do it for you.
Capture lead details, notes, outcomes, and next steps straight from chat into HubSpot, Salesforce, and more — with field mapping and duplicate prevention. So your sales team focuses on closing, not cleaning.
Trusted by GTM teams
Lead
We’re 10 reps, need demo + pricing.
Agent
Booked Wed 10:00. Sharing deck + next steps.
CRM write‑back
Illustration: Chat → AI → CRM, with duplicate prevention
Pain point — Reps forget to log calls, notes get lost in docs, and pipeline hygiene suffers. Agentlytics captures it at the source.
Map chat data to CRM fields (custom objects too). Enforce formats and required fields.
Smart merge rules on email, domain, and phone. Keep one clean record.
Limit who can view PII and write to sensitive fields with granular controls.
Auto‑log meetings, transcripts, and outcomes with source attribution.
HubSpot, Salesforce, Pipedrive, Zoho. Webhooks + API for everything else.
Offer preferred slots in chat; your team confirms manually. Clean hand‑off notes.
OAuth to your CRM and map fields. Enable duplicate prevention.
Drop the snippet; AI starts extracting entities from chat in real time.
Optional human-in-the-loop for sensitive updates.
Activities, contacts, deals, and notes sync instantly with audit trails.
“Our pipeline finally reflects reality. The 2.8× cleanliness claim checks out in our audits.”
“Agents type less, deals move faster. We killed the end‑of‑day CRM scramble.”
“Loved the duplicate merge — no more five ‘Acme’ accounts. Huge relief for the team.”
Start in minutes. No engineers required.