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Read and write
Find a contact, read a company’s history, create a task, move an opportunity: the connector is not limited to reading. The signed-in person’s permissions apply, so nobody sees more in Claude than in the CRM.
If your team already works inside Claude, the CRM comes to them. The connector is official, runs over OAuth, and exposes the product’s whole surface.
Find a contact, read a company’s history, create a task, move an opportunity: the connector is not limited to reading. The signed-in person’s permissions apply, so nobody sees more in Claude than in the CRM.
The connector also reaches the unified inbox and the calendar. “What has this client written to me this month” finds its answer without leaving the conversation.
The same server powers Claude and ChatGPT. You are not maintaining two configurations that will diverge at the first change.
Connect your mailbox and calendar in two minutes, the history flows in on its own.