Automated Crm Update Agent

{
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  "name": "Automated Crm Update Agent",
  "url": "https://revenueinstitute.com/ai-agents/crm-update-agent",
  "logo": "https://agentery.com/logos/CP-VHJYZF-ld256.png",
  "niche": "crm-automation-agent",
  "category": "sales-marketing-revops",
  "short_summary": "Automates CRM data entry by monitoring interactions and updating CRM records (contacts, deal stages, activity logs), flagging stale deals, and reporting CRM he…",
  "task_performed": "Automates CRM data entry by monitoring interactions and updating CRM records (contacts, deal stages, activity logs), flagging stale deals, and reporting CRM health",
  "inputs_accepted": [
    "emails",
    "calendar events",
    "and call recordings"
  ],
  "outputs_produced": [
    "updated CRM records (contact details",
    "deal stage",
    "activity log",
    "next action date",
    "custom fields)",
    "flags for stale deals/missing data/duplicates",
    "weekly CRM health reports"
  ],
  "integrations_available": [
    "Salesforce",
    "HubSpot",
    "Gmail",
    "Outlook",
    "Zoom",
    "Gong",
    "Calendly"
  ],
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  "industry_fit": [
    "sales / revenue operations (professional services and growing firms)"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "sometimes required",
  "pricing_model": "enterprise/contact sales",
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    "headline": "No public price found",
    "summary": "No public price found on the vendor site.",
    "confidence": "high",
    "source_url": "https://revenueinstitute.com/ai-agents/crm-update-agent",
    "checked_at": "2026-10-23T01:16:11.651Z",
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    "source": "render+llm"
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    "auditable decision trail claim",
    "data security and access review process mentioned"
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  "last_checked": "2026-10-23",
  "profile_checked": "2026-06-17",
  "price_checked": "2026-10-23",
  "how_to_connect": {
    "website": "https://revenueinstitute.com/ai-agents/crm-update-agent",
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    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
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  "licence": {
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    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
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      "note": "no observed price page text held for this listing"
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    "agent_card": {
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      "note": "no Agent Card URL recorded for this listing"
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      "note": "endpoint not yet checked"
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  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
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    "checked_at": "2026-10-26T02:31:59.038Z",
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  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}