Automated Crm Update Agent

{
  "agent_id": "automated_crm_update_agent",
  "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"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "sales / revenue operations (professional services and growing firms)"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "sometimes required",
  "pricing_model": "enterprise/contact sales",
  "price": {
    "observed": false,
    "billing": "not_found",
    "currency": null,
    "lowest_monthly_usd": null,
    "monthly_usd": null,
    "headline": "No public price found",
    "summary": "No public pricing is shown for the Automated CRM Update Agent.",
    "confidence": "medium",
    "source_url": "https://revenueinstitute.com/ai-agents/crm-update-agent",
    "checked_at": "2026-07-26T08:17:05.446Z",
    "amount": null,
    "display": null,
    "plans": [],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "Case Studies page referenced",
    "auditable decision trail claim",
    "data security and access review process mentioned"
  ],
  "evidence_quality": "medium",
  "entity_type": "service",
  "regulated_data_suitability": "unclear",
  "evidence_urls": [
    "https://revenueinstitute.com/ai-agents/crm-update-agent"
  ],
  "last_checked": "2026-06-17",
  "how_to_connect": {
    "website": "https://revenueinstitute.com/ai-agents/crm-update-agent",
    "docs": null,
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": []
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 431,
    "uptime_7d": 1,
    "checked_at": "2026-07-28T02:31:24.888Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}