Look things up in your CRM

Your CRM syncs people and companies into Neugent, but deals, notes, custom details, and anyone added since the last sync stay in the CRM. The assistant reads those live, through your organization’s own connection, whenever a question needs them.

1. 1Connect your CRM under Settings → Integrations. HubSpot, Salesforce, Pipedrive, Zoho CRM, Dynamics 365, HighLevel, Close, and Attio connect with a sign-in; Copper and Freshsales with an API key.
2. 2Ask about anything in it: “Show me the Cobalt Ridge deal”, “Who do we know at Halcyon Health?”, “What are the latest notes on Priya Raman?”
3. 3Each record in the answer has two links: In Neugent, when the same person or company is in Neugent, and one that opens it in your CRM.

HubSpot and HighLevel accounts connected before deal lookups were added answer about people and companies but not deals until they are connected again. Disconnect and connect the CRM once under Settings → Integrations; nothing in Neugent is lost.

A connection that only sends records out (Zapier, Make, or another webhook) cannot be searched.