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What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Fetch contact, lead, or opportunity data instantly to inform follow-ups.
Example
"Find opportunity value for Deal ID #4532."
Memory Recall
Retrieve history of communications, activities, or pipeline stages.
Example
"Show all past notes for customer XYZ Corporation."
Instant Reaction
Act on lead stage changes or incoming form submissions.
Example
"Notify account manager when a lead converts to opportunity."
Autonomous Routine
Review and update pipeline status on a regular cadence.
Example
"Run a daily check on all stale opportunities and flag for review."
Agent-Initiated Action
Create records, update opportunity status, or assign accounts automatically.
Example
"Move deals with no activity in 7 days to 'On Hold' status."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Microsoft Teams
Collaborate on sales activities and share updates
Outlook
Synchronize emails and calendar events with sales records
Power BI
Visualize sales data and generate reports
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.