Close CRM

The Close CRM ChatGPT plugin is designed to streamline your sales and customer relationship management tasks right within the ChatGPT interface. This plugin allows you to search for leads, view lead summaries, and even get activity summaries for specific leads. It's an ideal solution for sales teams and individuals who want to manage their CRM activities without leaving their ChatGPT environment. |||

How to use:

1. Installation:

To get started, you can either search for the Close CRM plugin in the ChatGPT plugin store or simply press the "try it" button at the top right of this page to open a chat in ChatGPT with the plugin already activated. |||

2. Initialization:

Once the plugin is activated, you can initiate it by asking ChatGPT to perform specific Close CRM tasks such as searching for leads or viewing lead summaries. |||

3. Search Leads:

To search for leads, you can use a prompt like "Search for leads in Close CRM with the name John." ChatGPT will then provide you with a list of leads that match your criteria. |||

4. View Summary:

If you want to view a summary of a particular lead, you can ask, "Show me the summary of lead ID 12345 in Close CRM." You'll get a detailed summary including contacts, emails, phones, and opportunities related to that lead. |||

5. Activity Summary:

To get an activity summary for a specific lead, you can use a prompt like "Show me the activity summary for lead ID 12345 in Close CRM." This will give you a summary of all activities like emails, meetings, tasks, and SMS related to that lead. |||

6. Prompt Examples:

Here are some prompt examples to help you get started:

• "Search for leads in Close CRM with the name John."
• "Show me the summary of lead ID 12345 in Close CRM."
• "Show me the activity summary for lead ID 12345 in Close CRM."
• "What are the opportunity statuses in Close CRM?" |||