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Give your AI a real task

Turn an inquiry into a CRM lead.

Give your assistant the customer details. Keep the resulting lead and next step in EazePro.

These tasks use existing connector tools. Provider availability and permitted access determine which actions you can use.

See it with your workflowExplore AI tasks
BUILT AROUND YOUR WORKFLOW

You can create an EazePro CRM lead by giving a supported, connected AI assistant the customer inquiry and asking it to save the supplied details. The action requires CRM write permission. Check the saved record and follow-up date before relying on it.

Start with a request.

Add this customer inquiry as a lead and save a follow-up for October 9 at 10 a.m. Toronto time.

Example prompt. This page does not execute actions or access customer data.

Give the assistant useful context.

Paste the inquiry and identify the customer, service request and timing. Include existing customer references when you have them. If key information is absent, the assistant should ask rather than invent it.

Save the work in the right place.

With Sales Assistant access and an eligible EazePro role, the connector can create the lead, add an activity and set a follow-up. Check the saved customer and lead details before continuing to quotes or customer communication.

Keep intake and communication distinct.

Pasting a message is an intentional intake action. It does not give EazePro access to your mailbox. Reading email automatically would require an additional connected source and an explicitly configured workflow.