Dots for Coevera
A dot is ChatGPT's always-on personal agent. These are recipes you can set up in your own.
Overview
Connect ChatGPT to your Coevera (formerly Pipeliner CRM) and work with your sales data conversationally. Search accounts, contacts, leads, opportunities, tasks, and appointments using natural-language queries, then create follow-up tasks or update deal stages directly from chat. The server supports standard fields, custom fields, and custom entities, with filters for precise queries. Useful for sales reps preparing for calls, managers reviewing pipeline health, and ops teams running ad-hoc reports without exporting to CSV.
Developer: Pipelinersales Corporation
Category: Business & Operations
Version: 2.0.0
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