Integrations
What Autessa CRM connects to
Autessa CRM connects to Gmail and Outlook for email logging, to Google and Outlook calendars and Autessa Meeting Recorder for meetings, to Autessa Booth Capture for event leads, to your website through AI Lead Capture and form capture, to Apollo for enrichment, and to CSV for import and export.
Connections
Everything Autessa CRM works with
Gmail
Log email automatically, read live threads on contacts, and send or save drafts one at a time from your own address.
Outlook
Log email automatically and read live threads on contacts.
Google and Outlook calendars
Log meetings with contacts, checked every 15 minutes.
Autessa Meeting Recorder
Meeting summaries on the contact and deal history.
Autessa Booth Capture
Trade show leads on the event roster, booth notes and follow-ups on the contact, one shared event.
AI Lead Capture
The AI lead concierge for your website, included with Autessa CRM.
Website forms
A lead capture address and ready-made HTML form, with round-robin owners and rate limits.
Apollo
Person and company enrichment with your own API key, filling blank fields only.
Email platforms
Record an external email platform’s campaign id and dashboard link on a campaign.
CSV
Import contacts from CSV, TSV or pasted rows; export contacts and campaign people to CSV.
Autessa AI agents
Jarvis, the email co-pilot, the business plan coach and the contract reader run on Autessa AI agents.
Autessa Autodocs
Capture any sales workflow automatically: do it once in the browser and get a step-by-step guide for new reps and a replayable workflow.
FAQ
Integration questions
Does Autessa CRM integrate with Gmail and Outlook?
Yes. Both log email automatically and show live threads on contacts. Sending from the CRM uses Gmail.
Can I bring my data from HubSpot or Salesforce?
Yes. Autessa CRM is your system of record: export from your old CRM and use the CSV import, which maps columns and flags duplicates.
Can my website send leads in?
Yes, through AI Lead Capture or by posting your forms to the lead capture address.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours