# Update the CRM From a Slack Thread, No Retyping

Source: https://maito.app/workflows/update-the-crm-from-a-slack-thread

Mention Maito in a deal thread and it reads the messages, lists the CRM changes it would make, and writes them after you approve.

When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice.

[Sales](https://maito.app/workflows/team/sales) · When you ask · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)

## How 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

1.  Read the thread it was mentioned in
2.  Spot changes: stage, amount, date, next step
3.  Propose the CRM update

## Example

**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

When you ask Update the CRM from a Slack thread

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

### Does it change records without asking?

No. It lists the proposed changes first and writes nothing until you approve. You can approve all of them or only some.

### Which CRMs does it work with?

HubSpot, Salesforce, Attio and Pipedrive, connected through MCP in your workspace.

### What if a detail has no CRM field?

Maito says so and suggests putting it in the deal notes, such as a condition on a discount.

## More sales workflows

-   [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call)
-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
-   [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)
-   [Write personal first emails to a list Give it a list of companies and get a researched first email for each one. Sales · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/write-personal-first-emails-to-a-list)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fupdate-the-crm-from-a-slack-thread)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)