What can a ModuleX agent automate across CRM tools?

Contact and account systems an agent can read, enrich and update as relationships change. A ModuleX agent drives them from a plain-English request, across contacts, companies, activities and deals, and no pre-built workflow is required: it picks the right action for the task, or the composer assembles a repeatable workflow from a description.

Which CRM integrations does ModuleX support?

ModuleX supports 6 CRM integrations, including HubSpot, Pipedrive and Salesforce. Together they add up to 84 actions you can trigger from plain English.

Do agents use our own CRM credentials?

Yes. CRM integrations connect with your organization's own credentials (OAuth, Bearer token or API key). ModuleX stores them encrypted and scoped to your organization, so the whole team shares one secure connection.

How current is this CRM list?

This page is generated from the ModuleX integration registry, so the count, actions and auth methods stay in step with what the platform ships. Last updated Jul 2026.

CRM integrations

Contact and account systems an agent can read, enrich and update as relationships change.

Start free Browse all integrations

ModuleX connects 6 CRM integrations and lets an agent run any of their 84 actions from a plain-English request. Ask for an outcome across contacts, companies and activities, the agent picks the right action, or the composer assembles a repeatable workflow from a description. No pre-built flow is required.

All 6 CRM integrations

HubSpotHubSpot CRM integration: contacts, companies, deals, tickets, and engagement (note/task/meeting) management. Uses the hubspot-api-client SDK.26 actions · OAuth or Bearer token

PipedriveSales CRM and pipeline management platform for tracking deals, contacts, activities, and leads.26 actions · OAuth

SalesforceSalesforce CRM integration: SOQL/SOSL queries, record CRUD, and convenience helpers for Accounts, Contacts, Leads, Opportunities, Tasks, Cases, and Campaign membership.16 actions · OAuth or Bearer token

Microsoft Dynamics 365 SalesCRM platform for managing accounts, contacts, appointments, and custom entities via the Dynamics 365 Web API11 actions · OAuth

BloomerangNonprofit donor management and fundraising CRM platform3 actions · API key

InsightlyCRM and project management platform for managing contacts, tasks, and sales pipelines2 actions · API key

What agents automate here

Create, update and find contactscreate_contactupdate_contactsearch_contacts
Create, update and find companiescreate_companyupdate_companysearch_companies
Add activitiesadd_activity
Add, pull up and list dealsadd_dealget_deallist_deals
Create, list and update appointmentscreate_appointmentlist_appointmentsupdate_appointment
Create custom entitiescreate_custom_entity

CRM recipes

Inbound Lead RoutingNew leads get scored the moment they arrive and the hot ones land in #sales while your reps are still at their desks. A ModuleX agent rates buying intent, posts the strong leads to Slack, and files every contact in HubSpot.5 steps · on every new lead

Enrich a new lead before anyone calls itA lead record with the basics already filled in, and a note of where each field came from. Built for a sales team where half the inbound records arrive as a name and an email.5 steps · on every new record

Draft a follow-up that knows where the deal standsA short, context-aware reply waiting in your drafts, with the ask made explicit. Built for an account executive with a dozen replies to write between calls, and no time to re-read every thread.5 steps · on demand

Import a contact list into your CRM without the cleanupContacts in the CRM with the fields mapped, and a list of the rows that needed a human decision. Built for whoever inherits the spreadsheet after a conference.5 steps · on demand

Nearby categories

Sales integrationsPipeline, outreach and enrichment tools an agent can move deals through without you opening a tab.15 integrations Productivity & Collaboration integrationsDocs, notes, wikis and shared workspaces an agent can read, update and keep in sync as work happens.21 integrations Marketing & Advertising integrationsCampaign, email, ads and content platforms an agent can launch, adjust and report on from plain English.17 integrations

CRM integrations FAQ

Contact and account systems an agent can read, enrich and update as relationships change. A ModuleX agent drives them from a plain-English request, across contacts, companies, activities and deals, and no pre-built workflow is required: it picks the right action for the task, or the composer assembles a repeatable workflow from a description.

Put your CRM stack to work.

Start free Browse all integrations

Connect 6 CRM integrations and run 84 actions from plain English, using your organization’s own credentials.

Last updated: Jul 2026 · 179 integrations in the catalog