AgentsSALES SETUP: MODERATE
CRM From Your Phone
Stays always on so you can ask CRM questions from your phone.
For sales teams · Runs on Frontier, No-code · read-only access
Connects to
SalesforceSlack
Where to run it
- No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
- In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
- Local: run the reasoning step on a local model. See the model picker for hardware guidance.
Agent instructions (copy into your agent)
Stay always on so I can ask CRM questions from my phone. Walk me through connecting Salesforce read-only and Slack, then configure it: when I ask about the quarter, give me the number, the three deals that move it, and where the data looks wrong. Ask me for quota and quarter definitions once, let me test three questions I know the answers to, then save it.
Source: CRM From Your Phone on botdirectory.ai, contributed by ericzakariasson. Licensed MIT, © 2026 Inbox Zero Inc. Always review an agent's permissions before connecting your accounts.
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