# CRM updater

Updates CRM records from recent email threads.

Canonical HTML page: <https://agenta.ai/marketplace/crm-updater>

[Use it for free](https://cloud.agenta.ai/?template=crm-updater)

- Category: Sales
- Author: [Agenta team](https://agenta.ai/creators/agenta)
- Trigger: Daily
- Tools: 2 Gmail tools
- Version: 1.0.0

## Overview

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

## How it works

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

## How to set this up

1. Use it for free. Agenta creates the agent from this template in your workspace.
2. Connect Gmail and HubSpot. Each app connects from the setup screen.
3. Test, then let it run. Run it once to check the result. Then the trigger takes over.

## What it needs

- Gmail account
- HubSpot account (Optional)

## Apps

Gmail, HubSpot

## Related templates

- [Lead qualifier](https://agenta.ai/marketplace/lead-qualifier)
- [Outreach drafter](https://agenta.ai/marketplace/outreach-drafter)
- [Meeting follow-up](https://agenta.ai/marketplace/meeting-followup)

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## Machine-readable

- [Sitemap](https://agenta.ai/sitemap-index.xml)
- [llms.txt](https://agenta.ai/llms.txt)
- [OpenAPI specification](https://agenta.ai/openapi.json)
- [Documentation](https://docs.agenta.ai)

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