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CRM Enrichment

Automate CRM hygiene through natural language. Log calls, capture leads, look up contacts, and attach conversation notes — without ever leaving your AI client.

What it does

After a sales call or customer conversation, keeping your CRM up to date is tedious but critical. With App Connect, your AI can handle the entire post-call workflow: finding the right contact record, logging the call with duration and notes, and creating a new lead if no record exists — all from a single prompt.

Examples

Log a post-call note

Log my last call with Sarah Chen at Brightpath. Duration was 18 minutes. She's evaluating our enterprise plan and wants a demo next week.
AI

Done — call logged to Sarah Chen's record at Brightpath Inc.

  • Duration: 18 minutes (outbound)
  • Note added: Evaluating enterprise plan, demo requested
  • Logged: today at 2:14 PM

Look up a contact

Find the contact record for Marcus Okonkwo at Vertex Inc. When did we last speak?
AI

Found Marcus Okonkwo — VP of Sales at Vertex Inc.

Last contact: May 2 (12-minute outbound call). You have 3 logged interactions total. Most recent note: "Interested in scaling to 50+ seats."

Create a new lead

New prospect — James Wu, +1 650-441-3809, interested in the API tier. Create a lead.
AI

New lead created for James Wu.

  • Phone: +1 650-441-3809
  • Interest: API tier
  • Status: New lead
  • Added to your default CRM workspace

Tools called

Step Tool Description
1 findContactByName or findContactByPhone Locate the existing CRM record
2 createCallLog Write the call entry with duration, direction, and notes
3 createContact Create a new record if no match is found

Prerequisites

  • App Connect MCP server connected to your AI client
  • A supported CRM platform configured in App Connect
  • Valid RingCentral session active

Supported CRM platforms

Use getPublicConnectors to see the full list of CRM platforms currently supported by App Connect.