Extract prospecting data from a company CRM
A user had ChatGPT agent navigate their company's CRM and pull useful data for sales prospecting.
Done withChatGPT Agent
- What they did
- The poster says they had previously used ChatGPT agent to open their company CRM, navigate the site, and extract useful prospecting data from it. In the thread they ask whether that depended on the old agent’s own browser plus a human taking over to log in, because the newer ChatGPT Work no longer seems able to do the same task.
- How it went
- The source only establishes that this had worked before and that the user now cannot get ChatGPT Work to repeat it. Replies suggest newer tools are different or folded into the ChatGPT app, but no one reports a successful replacement workflow here.
- Worth knowing
- The catch is product drift: this use case appears tied to an older agent mode, and the thread gives no confirmed current method for reproducing it.
Try it yourself with ChatGPT Agent
Log into our company CRM at [CRM URL] (I'll sign in myself when you reach the login page). Go through [the accounts, leads, or a saved view] and pull [fields such as company name, contact, role, last activity, deal stage] for every record that matches [prospecting criteria]. Put the result in a table I can copy into a spreadsheet and stop when you've covered all matching records. Do not edit, delete, or send anything in the CRM.
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Source: Reddit · Undated
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