Agenta team
Overview
Each day, updates CRM contact records using context from your recent email threads.
How it works
- WhenRuns once a day on a schedule.
- Step 1 · GmailRead the threads.
Read recent email threads - Step 2 · HubSpot · OptionalLand the updates.
Land the updates
Tools it can use
Fetch emailsList recent threads to check for CRM-relevant updates.Read threadRead a thread's content to extract contact updates.
Set it up
- 1Use it for freeAgenta creates the agent from this template in your workspace.
- 2Connect Gmail and HubSpotEach app connects from the setup screen.
- 3Test, then let it runRun it once to check the result. Then the trigger takes over.
Agenta team
Agenta team
CRM updater FAQ
What does the CRM updater template do?
Each day, updates CRM contact records using context from your recent email threads.
When does the CRM updater agent run?
Runs once a day on a schedule.
Which apps does CRM updater connect to?
It connects to Gmail. HubSpot or Salesforce or Attio is optional.
Which tools can the CRM updater agent use?
It can use Fetch emails and Read thread.
Is the CRM updater template free?
Yes. Every template runs on any Agenta plan, including the free plan.
Can I customize the CRM updater agent?
Yes. Every skill is a versioned SKILL.md. Edit it in the playground, evaluate the change, then deploy.