Use case — Sales & agencies
Your CRM, updated from the thread where the deal happened.
The deal conversation happens in Slack; the record lives in HubSpot; someone has to carry it across. Tell Frida what happened and she logs the call, moves the stage, updates the value, and drafts the follow-up — then asks before anything leaves the building.
@Frida log my Acme call and move them to proposal, then draft the follow-up
Call logged (12 min) and attached to the Acme deal.
Stage → Proposal; value updated to $48k.
Follow-up to Jordan drafted with the Q3 deck attached. Want me to send it, or hold for your review?
The CRM stays current as a side effect of the conversation.
Try it yourself
The exact message to send.
@Frida log my Acme call and move them to proposal, then draft the follow-up
Works in any channel your coworker has been added to — change the names and numbers to yours.
Connected tools
Connected once, used with your permissions.
HubSpot
Gmail
SlackPart of 2,000+ integrations. Agents act on behalf of each user, and every action lands in a full, replayable audit trail.
Questions
Common questions.
Will she send emails without asking?
By default she drafts and asks. Admins can also set per-action policies — for example, 'sending email always requires approval' — and every action lands in the audit trail either way.
We're on Salesforce, not HubSpot.
Both work, along with 2,000+ other integrations. Frida uses whichever CRM your team connects.
What if several reps use her at once?
Frida acts on-behalf-of each person, with that user's own permissions and scope. Your deals update under your name; your teammate's under theirs.
Keep going
Related use cases.
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