Automate CRM Updates
Keeps contact tracking tools updated based on emails and meetings.
What It Does:
This skill tracks conversations with your clients, partners, or prospects and keeps your CRM records updated in Notion, Monday, or other tools.
Example Uses:
Auto-update contact notes based on emails
Log meetings and progress automatically
Flag key changes or new stakeholders in a deal
Add status updates to your CRM without switching tabs
How Gavna Performs This Skill:
Gavna monitors emails and meetings tied to each contact and syncs notes, statuses, or key updates directly into your CRM databases. It avoids duplicates and only updates what's changed.
Getting Started:
Add skill to a specific project
Connect where you're tracking your contacts
Gavna starts updating your integrated tools when project emails and meetings occur.