CRM updater

Overview

Each day, updates CRM contact records using context from your recent email threads.

How it works

1. 1Runs once a day on a schedule.
2. 2Read the threads with Gmail.
3. 3Land the updates with HubSpot (optional).

How to set this up

1. 1Use it for freeAgenta creates the agent from this template in your workspace.
2. 2Connect Gmail and HubSpotEach app connects from the setup screen.
3. 3Test, then let it runRun it once to check the result. Then the trigger takes over.