← All use cases
Update your CRM from Slack
The AI teammate that keeps your CRM current.
Tell Lindy what changed on a deal in plain English. It updates the record, logs the note, and confirms in the thread.
#sales12 members
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Updating HubSpot
hubspot.update_dealCorven → Contract Sent · $42k✓1 tool calls · done in 10sUpdated. Stage, amount, and close date are set, and the note is logged on the record. Anything else from the call worth saving?
✅ 2＋
Message #sales
#sales12 members+8
+8
Message #sales
#sales12 members+8
+8
Reading the call and updating the deal
meetings.readNorthwind call · 42 min✓hubspot.update_dealstage · amount · next step✓hubspot.log_notesummary + 3 commitments✓
3 tool calls · done in 35sLogged. Stage moved to negotiation, amount confirmed at $52k, next step is the security review Tuesday, and all three commitments are on the record:
Northwind · deal recordHubSpot · updated just now↗🙌 3＋
Message #sales
Slack
Gmail
Zoom
Google SheetsPeople use Lindy at some pretty cool places.
Stop letting the CRM drift.
Deals move in calls and hallways, and the CRM finds out on Friday, if at all. Then the pipeline review runs on numbers everyone in the room knows are stale.
Without Lindy
- ×Updates typed in twice, or never.
- ×Deal stages a week behind reality.
- ×Friday afternoons lost to data entry.
- ×Forecasts built on stale records.
With Lindy
- One Slack message updates the record.
- Stages current the minute they change.
- Notes logged as the call ends.
- Forecasts built on live records.
Start with $50 in free credits.
Put Lindy to work in two minutes.
Update your first dealNo credit card required