ChatGPT plugins for Sales & CRM
106 plugins, apps and MCP servers in Sales & CRM, ranked by official status, traction and completeness. Page 1 of 2.
Sales teams use ChatGPT plugins to get CRM context without clicking through records: a brief before a customer meeting, a summary of what was last said to an account, a list of stalled deals, a follow-up drafted from call notes, or a prospect list built from a description. With the right connection, ChatGPT can also write back by logging notes, moving deal stages and creating tasks.
Most CRMs and sales tools appear as apps from the vendor, packaged as plugins in the Plugin Directory: Salesforce, HubSpot, Attio, Close, Apollo.io, ZoomInfo, Outreach and more. OpenAI's Sales plugin works differently. It is a set of skills (meeting prep, call follow-up, forecast review, competitive briefs) that draws on your CRM, calendar and transcript plugins for data. MCP servers from Salesforce and HubSpot offer CRM data to Codex, ChatGPT's developer mode or your own agents.
Before connecting your CRM:
- Check write access. Updating deals and logging activity is useful, but a wrong stage change shows up in everyone's forecast. Keep permission prompts on for changes.
- Know whose permissions apply. HubSpot's and Attio's apps only reach records you can already access, and Salesforce's hosted MCP servers respect each user's field-level security and sharing rules. A shared workspace connection uses the connected account's permissions instead.
- Treat contact data as personal data. Prospecting tools return names, emails and phone numbers. Follow your company's rules and local privacy law when you use them for outreach.
- Expect admin steps. Workspace admins control which plugins members can use, and Salesforce's hosted MCP servers have to be enabled per org in Setup.
Top picks for Sales & CRM
Salesforce's app (Agentforce Sales) brings deal, lead and activity context from Salesforce into ChatGPT and lets reps add insights from the conversation back to the CRM. Ask for your top leads or what you last discussed with an account. Teams that need finer control can enable Salesforce's hosted MCP servers per org.
HubSpot's app reads and writes the deals, contacts, companies, tickets and engagements you have permission to access. Use it to prepare pipeline reports, move a deal stage, log a call or create a follow-up task. HubSpot's MCP server also covers marketing emails, landing pages and blog posts for use in Codex.
Attio's app searches and filters people, companies and deals, creates and updates records, adds notes and manages tasks in your Attio workspace. Your Attio permissions carry over, so ChatGPT only sees what you can see. It suits teams that run their pipeline in Attio and want quick filters, such as companies over 200 employees you haven't contacted in 60 days.
Apollo.io's app works inside your Apollo workspace to find and qualify accounts and contacts, enrich records, build lists and draft outbound sequences, following your team's rules and permissions. It suits SDRs and founders doing outbound. Enriched contact details are personal data, so use them within your company's privacy rules.
OpenAI's Sales plugin is a set of skills for sellers and account directors: meeting prep, post-call follow-up, forecast reviews, deal strategy, competitive briefs and account research. It works best alongside a CRM plugin; OpenAI recommends enabling CRM access, and transcript, email and calendar plugins give it more context.
All 106 in Sales & CRM
Sales & CRM plugins: common questions
- Does ChatGPT integrate with Salesforce?
Yes, in two ways. The Salesforce app, built on Agentforce Sales, brings deals, leads and activities into ChatGPT for reps. Salesforce Hosted MCP servers are enabled per org in Setup and expose objects, Flows and invocable Apex to MCP clients over OAuth, respecting each user's field-level security and sharing rules. Developers can also use the Salesforce DX server to deploy metadata, run SOQL and run Apex tests.
- Which ChatGPT plugins work with HubSpot?
HubSpot's app reads and updates deals, contacts, companies, tickets and engagements within your HubSpot permissions, and can log calls and emails and create tasks. HubSpot's remote MCP server covers CRM objects plus marketing emails, landing pages, blog posts and campaigns; you create an MCP connector in your HubSpot account and connect with OAuth. Use the app in ChatGPT and the MCP server in Codex or your own agents.
- Can ChatGPT find leads and contact details?
Yes, through prospecting apps. Apollo.io searches and enriches contacts inside your Apollo workspace and drafts outbound sequences. ZoomInfo provides company and contact intelligence with intent signals and buying-committee mapping. LinkedIn looks up a person's title, company and location with a link to their profile. Contact data is personal data, so follow your company's rules and privacy law before using it for outreach.
- Is it safe to connect my CRM to ChatGPT?
With sensible settings, yes. Connect with your own login so ChatGPT is limited to your CRM permissions, keep permission prompts on for updates such as stage changes, and avoid pasting exported customer lists into chats. Be careful with workflows that read inbound email or support tickets and can also update records, since that text comes from outside your company. Our security checklist covers the rest.
Guide updated Oct 24, 2026.