設定

外掛程式

Attio

Manage your CRM with ChatGPT

安裝外掛程式

Attio connects ChatGPT directly to your CRM workspace, letting you manage customer relationships through natural conversation. Search and filter contacts, companies, and deals with flexible queries. Create, update, and organize records without switching between screens. Add notes, manage tasks, and track your sales pipeline—all through simple requests. Key capabilities: - Search records using powerful filters (find companies by size, industry, last contact date) - Create and update people, companies, and deal records - Manage notes attached to any record - Track and complete tasks - Navigate lists and organize your data Whether you're preparing for a meeting, updating deal stages, or researching prospects, Attio brings your CRM data into your conversation — no manual data entry required.

應用程式

Attio

資訊

開發人員
Attio Ltd
類別
Business & Operations
網站
版本
1.0.0
私隱政策
服務條款

連接至 Attio 後,ChatGPT 可能會與此應用程式分享相關對話和記憶,以便為你的請求提供背景資料。Attio 使用這些資料時,須遵守其 條款 及 私隱政策。如果你已啟用 記憶,來自應用程式的資料可能會用於主動提供實用資訊或建議。ChatGPT 一律遵從你的訓練資料偏好設定,即使資料來自已連接的應用程式亦然。使用應用程式可能會帶來較高風險。你可隨時在設定中管理偏好設定或解除連接應用程式。了解詳情