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0:00/8:47

Up next

8 The tool layer How an agent reads and writes in another system.

Agents against your CRM

  • 8:47
  • Advanced
  • 2026-04-06

Research, enrich and update, without the tab switching.

A worked example against HubSpot: the agent researches an inbound lead, writes the summary into the record, flags the ones matching your ideal profile, and leaves everything else alone. Covers write permissions and the approval step.

Part of
Agents and skills Connections and tools
Topics
agents crm sales

Watch next

The tool layer 7:44 The tool layer How an agent reads and writes in another system. Advanced What an agent actually is 7:12 What an agent actually is A model, a set of tools and a job description. Beginner Build your first agent 12:38 Build your first agent From blank form to something that runs nightly. Intermediate Skills: reusable know-how 9:05 Skills: reusable know-how Package a procedure once, hand it to every agent. Intermediate A personal executive agent 10:21 A personal executive agent Calendar, inbox and follow-ups, handled. Intermediate Monitoring and improving agents 7:33 Monitoring and improving agents Read the run log, then fix the right thing. Advanced Memory and the Library 6:44 Memory and the Library Teach it once instead of explaining every time. Intermediate Connecting your first system 6:37 Connecting your first system Authorise, scope, index, verify. Beginner Mail and calendar, connected 5:19 Mail and calendar, connected The two sources that pay for themselves first. Beginner MCP servers and clients 8:03 MCP servers and clients Bring your own tools, or expose ours. Advanced
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