updating-the-crm

Read and write the CRM connected to Topo (HubSpot, Salesforce, or Pipedrive) — check a contact's or account's CRM record and owner, search deals, create a deal, log a note, or update CRM properties — from Topo contacts and accounts. Use when the user asks what the CRM says about a lead or company, which deals closed, to log a call or meeting in the CRM, open a deal after a booked meeting, or push a field to the CRM.