CRM, email, calendar and calls. Your CRM connection is read-only.
CRM
Your CRM. Adrata reads it and leaves every record as it found it.
Read-only
HubSpot
Deals, stages, owners and activity.
Read-only
Salesforce
Opportunities, stages and activity.
+Story bank
On another CRM?
Tell us which. Start with a story bank (no CRM needed) and we’ll tell you when it’s supported.
Email and calendar
Catches the activity reps don’t log.
Read-only
Gmail and Google Calendar
Replies, reply speed and meetings.
Read-only
Outlook and Microsoft 365
Replies, meetings and attendees.
Calls
The call moments behind each play.
Read-only
Gong
Moments from calls you already record.
Read-only
Zoom
The call moments that converted.
Where reps get plays
Available delivery actions require your approval.
Delivery
Email and calendar note
30 minutes before each moment, plus a note on the meeting invite.
Unavailable
Outreach
Automatic play delivery to Outreach tasks is not available.
Unavailable
Salesloft
Automatic play delivery to Salesloft cadences is not available.
Hs SeUnavailable
Highspot and Seismic
Publishing plays to Highspot or Seismic is not available.
Delivery
Deal card in HubSpot or Salesforce
Shows the play on the deal it fits. Read-only: Adrata writes nothing to the CRM.
AI model
SuperAuto by default, or bring your own.
Default
SuperAuto
Picks the best model for each question. Nothing to set up.
Optional
Bring your own
Use Anthropic, OpenAI or Azure OpenAI.
Use Adrata elsewhere
Ask Adrata from the AI tools you already use.
MCP
MCP server
Use Adrata in Claude, ChatGPT or Cursor, with the same data, permissions and sources.
Your CRM stays read-only. Adrata reads your deals. It never changes them. You decide what reaches a rep.
What Adrata reads
✓Deals, stages and owners
✓Emails, meetings and logged calls
✓Call recordings you choose to connect
What Adrata never does
✕Writes to your CRM
✕Shows a rep anything you haven’t approved
✕Moves your data out of the CRM you have
FAQs
No. Adrata works from your CRM, email and calendar. If you record calls in Gong or Zoom, it adds the call moments behind each play.
Yes. SuperAuto, our default, picks the best model for each question. You can connect Anthropic, OpenAI or Azure OpenAI instead.
Adrata reads deals, stages, owners and activity, and never edits a record. Your CRM stays your CRM, and nothing is moved or rebuilt.
HubSpot and Salesforce, both read-only.
Yes. Gmail or Outlook, plus Google or Outlook calendar, add the activity behind each deal, including emails that never reached the CRM, so a play shows the moment it’s for.
CRM connections are read-only. Delivery to other tools requires an approved action and a supported integration. Unavailable delivery options are marked above.
Connect HubSpot read-onlyin two minutes.
Adrata reads your CRM. It never writes to a CRM record.
Read-only
Read-only
Read-only
Read-only
Read-only
Read-only
Delivery
Unavailable
Unavailable
Delivery
Default
Optional
MCP
