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SSalesforceHHubSpotDDynamics 365ZZohoSoftware
1Connects to Salesforce
2Connects to your customer management software
3You review
What It Does
Connects to your customer management software, learns your setup, and handles routine work with approval requirements you choose. Connect apps with a Grok Bot connector.
Who It’s For:CRM users who want help carrying out their daily work.
What You Ask It
“Connect to my CRM and learn its setup”
“Handle my daily work in HubSpot”
“Ask first for the CRM tasks I select”
What You Get Back
You get daily CRM tasks carried out in your account after it learns your setup.
What It Connects To
Salesforce
HubSpot
Dynamics 365
Zoho
Pipedrive
GoHighLevel
What It Won’t Do
It asks first for the tasks you choose to require approval.
SH① From your apps→
② Works on your task→
③ You review
Free template · creator-made, not Swarm School · check its permissions before adding
Safety and permissionsAccess, approvals and your responsibility
Made and shared by a Grok Bot user, not by Swarm School. Read what it does, then check every permission it asks for.
Not made by Swarm School or xAI. We can’t make any guarantees about it. You’re responsible for its actions. Review permissions; never run unchecked. Read the bot-use terms and how to add a bot safely.
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