CRM
The CRM integration enables your AI workers to manage contacts, track deals, and update customer records. Workers can automate sales workflows and help your team stay on top of customer relationships.
What You Can Do
- 1Create and update contacts
- 2Track deals and opportunities
- 3Log activities and communications
- 4Enrich lead data from research
- 5Monitor pipeline changes
Data Access & Privacy
CreateWorker only accesses the data it needs to complete tasks. All access is logged and auditable.
- •Contact and company records
- •Deal and opportunity data
- •Activity history
Approval Workflow
- ✓All actions require human approval by default
- ✓Every action is logged to your audit trail
- ✓Revoke access at any time from settings