CRM data sync
A CRM that reflects what customers actually do.
An agent computes usage from your database, joins it with billing health and support volume, and writes the result onto the account record every night.
How it works
Three steps to a standing task
- Step 01
Connect the systems
Your database holds usage. Stripe holds billing. Your support tool holds sentiment. One agent holds all three connections at once.
- Step 02
Define health in plain English
Describe what an at-risk account looks like and what expansion looks like. The agent computes the scores in its sandbox and explains its reasoning in a note.
- Step 03
Write it back every night
Fields update on the account record, owners see the change, and every write is traceable to the run that made it.
The run
What the agent actually does
Every step below is a real tool call: the agent reaches for the API it needs, reads what it finds, and acts.
Nightly, sync product usage, billing health, and support volume into the CRM as account health fields.
- postgres·compute 30-day usage per account
- stripe·read subscription and payment health
- plain·count open threads per account
- code·score health and map to tiers
- attio·update 480 account records with a note
480 accounts synced
- 31 moved into `at risk`
- 18 flagged as expansion candidates
- $38k ARR sits in the at-risk tier
- Each record carries a note explaining the score
Templates
Start from a working agent
Each template carries the prompt, the trigger, and the integrations it needs.
Sales & RevOps
Nightly CRM hygiene
Merges duplicates, fills missing firmographics, and flags deals that have gone quiet — every night, without anyone remembering.
Sales & RevOps
Churn risk watchlist
Joins billing signals with product usage and support volume to surface the accounts quietly drifting toward the exit.
Operations
Weekly metrics report
Queries your warehouse, computes the metrics your team argues about, and posts a report with the anomalies called out.
FAQ
Questions, answered
Put an agent on crm data sync.
Describe the task, attach a trigger, and let it run around the clock.