Update the CRM from a Slack thread
When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice.
Sales · When you ask · Updated
Works with
- Slack
- HubSpot
- Salesforce
- Attio
- Pipedrive
Slack
HubSpot
Salesforce
Attio
PipedriveHow do you update your CRM from a Slack thread?
To update your CRM from a Slack thread, mention Maito in the thread. It reads the conversation, works out what changed on the deal, such as stage, amount, close date and next step, lists each change for you to confirm, and writes the approved ones to your CRM.
How it's done today
Deal stages, next steps and close dates go stale because nobody updates them.
What Maito does
- Read the thread it was mentioned in
- Spot changes: stage, amount, date, next step
- Propose the CRM update
Example
@Maito update the CRM from this thread.
I read the 14 messages in this thread. Proposed changes to the Acme deal in HubSpot: • Stage: Proposal to Negotiation • Amount: $40,000 to $34,000 (15% discount Jo approved in message 6) • Close date: Oct 30 to Nov 20 • Next step: legal review of Acme's data processing agreement Catch: in message 9 Jo says the discount only holds if Acme signs by Nov 20. HubSpot has nowhere for that condition, so I'd put it in the deal notes. Nothing is written yet. Apply all of it?
@Maito yes, all four plus the note.
Done. The deal is updated and the note reads: '15% discount valid only if signed by Nov 20, approved by Jo.'
Dana (11:20 AM):
update the CRM from this thread.
Maito (11:21 AM):
I read the 14 messages in this thread. Proposed changes to the Acme deal in HubSpot:
• Stage: Proposal to Negotiation
• Amount: $40,000 to $34,000 (15% discount Jo approved in message 6)
• Close date: Oct 30 to Nov 20
• Next step: legal review of Acme's data processing agreement
Catch: in message 9 Jo says the discount only holds if Acme signs by Nov 20. HubSpot has nowhere for that condition, so I'd put it in the deal notes.
Nothing is written yet. Apply all of it?
Dana (11:24 AM):
yes, all four plus the note.
Maito (11:24 AM):
Done. The deal is updated and the note reads: '15% discount valid only if signed by Nov 20, approved by Jo.'
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It only reads the thread where you mention it, not other channels. If the decision happened on a call or in a DM, it won't see it.
Questions
No. It lists the proposed changes first and writes nothing until you approve. You can approve all of them or only some.
HubSpot, Salesforce, Attio and Pipedrive, connected through MCP in your workspace.
Maito says so and suggests putting it in the deal notes, such as a condition on a discount.
