# General Input CRM integration

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

- Authentication: apiKey

## Tools (48)

- **Add Card Contact**: Attach a person as a contact on a card.
- **Add List Members**: Add people or companies to a list.
- **Assign Tag**: Assign a tag to one or more people or companies.
- **Create Card**: Create a card (deal, candidate, or engagement) in a pipeline.
- **Create Companies**: Create or find companies in the lead database, deduped org-wide.
- **Create List**: Create a list (a purposed collection of people or companies).
- **Create Note**: Add a note to a person, company, or card.
- **Create People**: Create or find people in the lead database, deduped org-wide.
- **Create Sequence Draft**: Draft an email sequence for a person; queueing and sending happen in the dashboard.
- **Create Tag**: Create a tag for people or companies.
- **Create Task**: Create a task, optionally pinned to a person, company, or card.
- **Delete Companies**: Delete companies from the lead database by id.
- **Delete People**: Delete people from the lead database by id.
- **Delete Sequence**: Delete a draft or finished email sequence.
- **Get Card**: Fetch one pipeline card's full detail.
- **Get Card Timeline**: Fetch a card's merged audit events and touchpoints, newest first.
- **Get Company**: Fetch one company with its people count and tags.
- **Get Person**: Fetch one person with company, contact points, employments, education, and tags.
- **Get Pipeline**: Fetch one pipeline with its ordered stages.
- **Get Pipeline Board**: Fetch a pipeline with all of its open cards in board order.
- **Get Sequence**: Fetch one email sequence with its steps.
- **Get Skill**: Fetch a skill playbook's content, using the workspace's customized variant when one exists.
- **List Company Filter Options**: Distinct values with counts for one open-vocabulary company filter field.
- **List Company People**: List the people associated with a company, newest first.
- **List Custom Fields**: List the custom field definitions for an entity type.
- **List Lists**: List the workspace's lists.
- **List Members**: List workspace members who can own cards or tasks.
- **List Notes**: List a record's notes, newest first.
- **List Person Filter Options**: Distinct values with counts for one open-vocabulary person filter field.
- **List Person Sequences**: List one person's email sequences with their steps.
- **List Pipelines**: List all pipelines with their stage and card counts.
- **List Sequences**: List email sequences across the workspace, filterable by status.
- **List Skills**: List the workspace's agent skill playbooks.
- **List Tags**: List the workspace's tags.
- **List Tasks**: List tasks filtered by status and owner.
- **Log Touchpoint**: Log an interaction (email, call, meeting, etc.) on a card.
- **Move Card**: Move a card to a different stage, recording the transition.
- **Search Companies**: Full-text search over companies with per-column filter conditions, facets, and keyset pagination.
- **Search CRM**: Search across people, companies, lists, pipelines, and cards at once.
- **Search People**: Full-text search over people with per-column filter conditions, facets, and keyset pagination.
- **Set Card Status**: Set a card's outcome (open, won, or lost) without moving its stage.
- **Set Task Status**: Mark a task open, done, or dismissed.
- **Update Card**: Update a card's fields (owner, company, amount, expected close, custom).
- **Update Companies**: Update multiple companies by id (batch enrichment).
- **Update Company**: Update one company by id, with optional optimistic concurrency.
- **Update People**: Update multiple people by id (batch enrichment).
- **Update Person**: Update one person by id, with optional optimistic concurrency.
- **Update Sequence Draft**: Replace an email sequence draft's steps and settings.

## Related prompts

- [Weekly stale deal rescue with per-owner Slack shortlists](https://www.generalinput.com/prompts/weekly-stale-deal-rescue-with-per-owner-slack-shortlists.md)
- [Turn Typeform demo signups into scored CRM leads with Slack alerts](https://www.generalinput.com/prompts/turn-typeform-demo-signups-into-scored-crm-leads-with-slack-alerts.md)
- [Open General Input CRM recovery tasks on failed Stripe payments](https://www.generalinput.com/prompts/open-general-input-crm-recovery-tasks-on-failed-stripe-payments.md)
- [Daily sales pipeline digest in Slack](https://www.generalinput.com/prompts/daily-sales-pipeline-digest-in-slack.md)
- [Update your CRM pipeline card after every Granola meeting](https://www.generalinput.com/prompts/update-your-crm-pipeline-card-after-every-granola-meeting.md)

Connect General Input CRM in General Input: https://www.generalinput.com/apps/general-input-crm