General Input CRM

General Input CRM

General Input's built-in CRM for managing people, companies, pipelines, deals, tasks, notes, tags, and activity.

API Key52 tools
Connect General Input CRM

Three ways to use General Input CRM

Ask your specialist

Pull data, take actions, or answer questions with this integration, right in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with General Input CRM.

Add Card Contact

Attach a person as a contact on a card.

Tool

Add List Members

Add people or companies to a list.

Tool

Archive Card

Take a card off the board without deleting the record.

Tool

Assign Tag

Assign a tag to one or more people or companies.

Tool

Create Card

Create a card (deal, candidate, or engagement) in a pipeline.

Tool

Create Companies

Create or find companies in the lead database, deduped org-wide.

Tool

Get started automating General Input CRM

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Your General Input CRM workflows, on autopilot.

Connect General Input CRM and let AI agents handle the busywork.

Connect General Input CRM

Create an account to connect your tools.

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