Draft emails, summarize leads, analyze deals, and query e-commerce data — all from the ChatGPT interface you already know.
What ChatGPT powers
GPT-4 function calling meets your CRM and e-commerce data.
Email drafting
Pull lead context from your CRM and draft personalized follow-ups, proposals, and outreach emails inside ChatGPT.
Lead summaries
Get instant summaries of any lead — activity history, engagement score, last touchpoint, and recommended next action.
Deal analysis
Analyze pipeline health, win/loss patterns, deal velocity, and forecast accuracy with natural language queries.
E-commerce insights
Query order trends, top-selling products, abandoned cart rates, and customer lifetime value from your store.
Task creation
Ask ChatGPT to create follow-up tasks, set reminders, and schedule activities — written directly back to your CRM.
Invoice queries
Check overdue invoices, payment status, aging reports, and revenue breakdowns without leaving ChatGPT.
How the connector works
One question travels from ChatGPT to your CRM and back — in seconds.
- You ask. Plain-English prompt in ChatGPT
- GPT-4 calls a function. Structured query to SkedX
- SkedX connector. Authenticated API request
- CRM responds. Leads, deals, invoices, orders
- Answer in chat. Summarized, written back if needed
CRM modules enhanced
Every module ChatGPT can query and act on through the SkedX connector.
- Leads
- Contacts
- Deals
- Tasks
- Invoices
- Estimates
- Reports
- Projects
- Products
- Email Sequences
- Time Tracking
- Orders
- Customers
- Shipping
- Returns
- Abandoned Carts
Why choose ChatGPT
The world's most popular AI, now connected to your business data.
GPT ecosystem
Leverage the massive GPT plugin and function calling ecosystem. Combine SkedX CRM data with thousands of other tools.
Function calling
Native function calling support means ChatGPT can precisely query your CRM modules with structured parameters.
Broad knowledge
GPT-4 brings deep general knowledge to complement your CRM data — industry context, competitive insights, and market trends.
Team adoption
Most teams already use ChatGPT. Connecting it to your CRM means zero learning curve for AI-assisted sales workflows.
Setup in minutes
- Generate API key. Go to SkedX Settings > Integrations > AI Connectors and generate a new API key.
- Add to ChatGPT. Paste your SkedX API key into the ChatGPT custom GPT or function calling configuration.
- Select modules. Choose which CRM and e-commerce modules ChatGPT can access. Start with read-only.
- Start querying. Ask ChatGPT about your leads, deals, invoices, and orders in plain English.
Questions
Which OpenAI models are supported?
The ChatGPT connector works with GPT-4o, GPT-4 Turbo, and GPT-3.5 Turbo. It uses OpenAI function calling to query your CRM data, so any model that supports function calling is compatible.
Do I need a ChatGPT Plus subscription?
No. The connector uses the OpenAI API directly, so you only need an OpenAI API key. You do not need a ChatGPT Plus or Team subscription. API usage is billed separately by OpenAI based on token consumption.
Can ChatGPT draft emails from my CRM data?
Yes. ChatGPT can pull lead and contact details from your CRM, then draft personalized follow-up emails, proposals, and outreach messages. You review and send from within SkedX.
Is my data sent to OpenAI servers?
When you ask a question, the relevant CRM data is sent to OpenAI via their API to generate a response. OpenAI API data is not used to train their models. All communication is encrypted with TLS 1.3.
Can ChatGPT modify my CRM records?
By default, the connector is read-only. You can enable write permissions to allow ChatGPT to create tasks, update deal stages, or add notes. Every write action requires your explicit confirmation before execution.
