ChatGPT Plugin

CRM Connector

Sync your business apps

Brand: Unknown

Category: Pending
Primary Subcategory: Pending

Integration details

Description

CRM Connector keeps your CRM, field service and accounting apps in sync, so a new customer, a won deal or a paid invoice shows up where your team works without being copied by hand. It connects systems such as QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive, Salesforce, ServiceM8 and more. In a conversation, anyone can: - Ask what two systems can sync: which records travel (contacts, invoices, quotes, deals, jobs), in which direction, at which moment (for example only once an invoice is paid or a quote is accepted) and which filters apply. The answers come from the same rules the CRM Connector app uses. - Describe the workflow they want, such as "when a deal is won in HubSpot, make a draft invoice in QuickBooks Online", and get a clear plan plus a link that opens the CRM Connector setup with everything prefilled. In the app they sign in or create an account, connect both systems and review every choice before anything syncs. - Hear plainly when a system or a combination is not offered, with a link to request it. CRM Connector customers who connect their account can also: - See their integrations, the systems each one connects, whether it is running and when it last synced. - Find out what failed and why, grouped by reason and record type, and which records are waiting on a related record, for example an invoice waiting on its contact. - Check what the latest syncs of one integration did: how many records were read, written, skipped and failed, and why records were skipped. What it does not do: it only reads. It never creates, changes, pauses or deletes an integration, never starts a sync and never touches the records in your connected systems. Answers about your account contain integration and system names, statuses, counts and readable failure reasons. They never contain your customers' names, contact details or the amounts of individual records. You connect your account through the CRM Connector sign in and a consent page that says what the assistant may see. You can disconnect at any time in CRM Connector under Settings, Security, Connected AI assistants.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Pending
Primary Subcategory: Pending
Secondary Subcategories: None listed
Brand: Unknown
Access: Account optional
First tracked: 2026-10-15
Tool count: 6
Geography: US

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Primary Subcategory

Competitive lineup

No Primary Subcategory assigned yetOnce CRM Connector has a Primary Subcategory, the Plugins and Connectors it competes with will appear here with their scores.

Tools

6 tools agents can invoke

Use this when a signed in CRM Connector customer asks what failed, why records did not arrive, or what is waiting, for all integrations or one. Returns the failed records grouped by their reason with a count per integration and record type, the records waiting on a related record and what they wait on, and totals for the period. Reasons never quote record contents. Do not use it to list integrations (use list_integrations), for one integration's sync history (use get_recent_syncs), or to fix anything: it only reads.
get_sync_health
Use this when someone asks whether CRM Connector can connect a business system, which systems it pairs with, or what travels between two systems: record types, direction (one way or both ways), when a record travels, the filters and the extras. With one system it lists every partner; with two it details that pair. Do not use it for setting up an integration (use plan_integration), for a person's own integrations or sync results, or for systems this tool does not list. A system missing from the list is not supported: say so and share https://crm-connector.com/platform/request-integration. Available today: companycam (CompanyCam), freeagent (FreeAgent), freshbooks (FreshBooks), gohighlevel (HighLevel), housecallpro (Housecall Pro), hubspot (HubSpot), jobber (Jobber), pipedrive (Pipedrive), quickbooks (QuickBooks), salesforce (Salesforce), servicem8 (ServiceM8), square (Square), stripe (Stripe), xero (Xero), zohobooks (Zoho Books), zohocrm (Zoho CRM).
find_sync_options
Use this when a signed in CRM Connector customer asks which integrations they have, whether they are running, or when they last synced. Returns each integration with its id, the two systems, the direction, the status, the record types, the last sync and how many records failed or are waiting in the last 7 days. Do not use it for what CRM Connector can connect in general (use find_sync_options), for why records failed (use get_sync_health), or to change an integration: it only reads.
list_integrations
Use this when someone wants to set up a sync between two systems, for example "when a deal is won in our CRM, make a draft invoice in our accounting system". It checks the plan against what CRM Connector offers and returns the record types that will travel plus a link that opens the setup wizard prefilled, where the person signs in, connects both systems and reviews everything before anything syncs. Call find_sync_options first when you do not know which record types a pair offers. Do not use it for questions about what is possible (use find_sync_options), for a person's own integrations, or to start syncing: nothing is created by this tool.
plan_integration
Use this when a signed in CRM Connector customer asks when one integration last ran and what it did. Returns the latest syncs of that integration, newest first, each with its moment, outcome, direction and per record type how many records were read, written, skipped (with the reasons) and failed. Needs the integration id from list_integrations. Do not use it for the reasons records failed across integrations (use get_sync_health) or to start a sync: it only reads.
get_recent_syncs
Use this when you need to know which CRM Connector account is connected, for example to tell two connected accounts apart. Returns an opaque id, the organisation name and the email address of the signed in person. Do not use it for integrations or sync results.
get_profile

FAQs

CRM Connector ChatGPT Plugin FAQ

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Read the methodology

How do I improve CRM Connector's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.