Zoie

Manage CRM records

Category: Sales & CRM
Primary Subcategory: B2B Sales CRM Platforms

Integration details

Description

Zoie CRM brings your customer data into the conversation. Look up leads and contacts, check their status and recent activity, and create or update records without leaving the chat. Review conversations, calls, and campaign details, and act on your pipeline directly — so you can answer "where does this deal stand?" and update it in one place.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Sales & CRM
Primary Subcategory: B2B Sales CRM Platforms
Secondary Subcategories: None listed
Brand: Zoie
Access: Account required
First tracked: 2026-09-26
Tool count: 23
Geography: US

ChatGPT Plugin Discovery Score

ChatGPT Plugin discovery is coming soon

ChatGPT can surface a Plugin when it matches a user's request.Your Plugin Discovery Score measures how often yours appears.

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ChatGPT recommends Airtable when a user asks it to update a CRM. — ChatGPT surfaces Airtable because it matches the user's request.

Primary Subcategory

Competing in ChatGPT B2B Sales CRM Platforms

View Category

Listed in alphabetical order

Primary Subcategory

AgiledComing soonGet notified

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Tools

23 tools agents can invoke

Create a new note on a lead. Notes are visible to all CRM users in the business.
add_lead_note
Return appointment leads in a calendar window. Pick a `view` (month/week/day) and a date range; the backend snaps the range to the view.
appointment_calendar
Return aggregate stats about appointments (counts, conversion rate, no-show rate) for the active business. Optionally narrow by free-text search.
appointment_overview
Assign a single lead to a CRM user. (To assign multiple, call this once per lead.)
assign_lead
Apply the same status/label/service change to multiple leads at once. Confirm with the user before calling — this writes to the CRM.
bulk_update_leads
Create a new lead in the active business. Confirm with the user before calling — this writes to the CRM.
create_lead
Fetch the message history with a lead, optionally filtered to a single channel. Each message is trimmed to id, direction, sender, body (1k chars max), and timestamp.
get_conversation_by_lead
Return the activity timeline for a lead (status changes, messages, calls, notes).
get_lead_activity
Fetch a single lead by its internal id.
get_lead
Look up a lead by phone number (E.164 preferred; '+' is added if missing).
get_lead_by_phone
Return notes attached to a lead, newest first. Trimmed to LLM-useful fields. Paginated client-side from the upstream response.
get_lead_notes
Search across leads, appointments, conversations, and deals in the active business. Useful for open-ended queries like 'find anything about Jane Doe'.
global_search
Return the messaging channels (SMS, WhatsApp, Email, FacebookMessenger, Instagram) available to the active business.
list_conversation_channels
Return the businesses the authenticated user can operate on, with real business names and the user's role in each. Also indicates the active scope of the current MCP token: a single business if `active_business_id` is set, or a list of approved businesses if `allowed_business_ids` is set (multi-business consent). Tools operate ONLY on those tenants. To change scope, the user must re-authorize from their MCP client.
list_my_businesses
List outreach campaigns in the active business, optionally filtered by status, channel type, or free-text campaign-name search.
list_campaigns
List leads that have appointments. Optionally filter by appointment status or lead status via `searchType`.
list_appointment_leads
Return the CRM users (and their roles) in the active business. Use this when a tool returns an `assigned_id` or `user_id` and you need the human's name. Also useful when picking a user to assign a lead to.
list_team_members
Pause a running campaign. Outbound sends stop until resumed. Confirm with the user before calling.
pause_campaign
Resume a paused campaign.
resume_campaign
Search leads in the active business by free-text query. Returns a paginated list trimmed to the most useful fields. The `assigned_id` field is opaque (a user_id when `assigned_type='user'`, or an AI agent id otherwise) — call `list_team_members` if you need the assignee's human name.
search_leads
Send an outbound message via SMS, WhatsApp, Email, FacebookMessenger, or Instagram. The user MUST confirm before sending — this is a real outbound message and may incur cost. Subject to a tighter rate limit than read tools (10/min vs the default 120/min).
send_message
Edit an existing note's content.
update_lead_note
Update fields on an existing lead. Only the provided fields are changed.
update_lead

Zoie FAQ

How do I improve a ChatGPT Plugin's 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.

What are Zoie alternatives on ChatGPT?

As of 2026-09-26, Zoie competes with Agiled, Alaz, Asbie, Attio, Badger Maps (Advanced), Breakcold, BROSH AI CRM, Capsule CRM, Clarify, Clearskies, Close, Coevera, EduRolia, HighLevel, HubSpot, item, Knottle, Levitate, Lightning Leads, NoClutterCRM, Nutshell CRM, OnePageCRM, Outfield, Pepper Cloud, Queli CRM, Salesflare, Streak, Sunate, Twenty, YouEx.ai, Zoho CRM in ChatGPT B2B Sales CRM Platforms, ranked by public Discoverability Score.

Where is this profile measured?

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

Get alerts for Zoie

ChatGPT Plugin discovery is coming soon

Competing in ChatGPT B2B Sales CRM Platforms

23 tools agents can invoke