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CRM integrations

The record of every customer and deal. The agents read it, and the sales agents keep it current after every call and email.

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Attio

Go Fig reads your Attio deals, people, and notes, builds your brief, and logs tasks and record updates back after your OK.

CRM

Go High Level

Go Fig reads your Go High Level contacts, opportunities, and pipelines, builds your brief, and logs updates back after your OK.

CRMMarketing

HubSpot

Go Fig reads your HubSpot deals, contacts, and companies to keep records current and draft follow-ups.

CRM

LinkedIn Profile

Upload your LinkedIn connections so Go Fig can treat them as a relationship graph you own, next to the deals you already work.

CRM

Pipedrive

Go Fig works from your Pipedrive deals, people, and organizations, then schedules activities, logs notes, and moves deals forward after your OK.

CRM

Salesforce

Go Fig reads your Salesforce accounts, opportunities, and activity, builds your brief, and logs tasks, notes, and updates back after your OK.

CRM

Zoho CRM

Go Fig reads your Zoho CRM contacts, accounts, leads, and deals, builds your brief, and logs tasks and updates back after your OK.

CRM
Not available yetMicrosoft Dynamics 365Outreach

What Go Fig does in your CRM

The record the agents work from

Go Fig reads your deals, contacts, and companies, plus the calls, emails, and meetings logged against them. A proposal, the handoff to onboarding, and the invoice for a won deal all start from that record instead of from memory.

Sales follow-up is the main job

The sales agents do most of their work here. Daily brief and Pipeline check-up read the whole pipeline, and Meeting follow-up and Keep in touch draft the next email and the next step on a deal.

Kept current with your OK

After a call or an email, Go Fig drafts the note, the task, and the stage change so the CRM matches what was said. A new contact or deal comes with every field your CRM requires. Nothing lands in the CRM until someone approves it, and your team decides which changes may run on their own.

Not on HubSpot or Salesforce?

Pipedrive, Zoho CRM, Attio, Go High Level, and all other major CRMs connect too, with the same approval on every change. LinkedIn Profile adds the people you already know as a map of warm paths into an account, not a lead list.

Don't see a tool your team uses?

Tell a solutions engineer what your team uses. You'll see what connects on the call.

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