item connects ChatGPT to your private CRM workspace. You can search, look up, create, update, and delete contacts, companies, deals, and custom objects; manage lists, saved views, notes, and tasks; and ask a natural-language AI assistant to analyze and reason across your CRM data, emails, and meeting history.
How to use
- 1Add it in ChatGPT
Open item in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick item, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “What should I prioritize today?”
- “Show me open deals that need attention and explain why.”
- “Find contacts I haven’t engaged with recently and create a follow-up list.”