Exporta.ai connected to your CRM, your ChatGPT, your Claude and your own code

Your CRM, up to date on its own: HubSpot, Pipedrive, Salesforce and Clientify

Connect the CRM your sales team already uses, and every company and contact added or changed in Exporta.ai reaches it instantly, linked to its company. Your team keeps working where it always has.

• Connects in a minute: sign in and authorise with your user, or paste a key from the CRM itself
• On connecting, it looks up what was already there by website and email, so nothing gets duplicated
• Every table in the Exporta.ai CRM shows, with its logo, what is already in yours
• You can bring your best customers from there to define who to look for

It works one way: what you change there does not touch anything here, and opportunities do not travel, because every pipeline is different. Keys and permissions are stored encrypted.

REST API

For what does not speak MCP: your own code, Make, Zapier, n8n or an assistant you define the tools for by hand. The same functions and the same wallet, with a key sent as “Bearer”.

Keys are created inside the platform, under Settings → API & MCP. One per place you use it: revoking one does not cut off the rest. Only administrators create them, and we store their fingerprint, not the key.

What can be done from outside

• Find a product’s tariff code and see which countries import it, from official trade data
• Find companies and the people who make the buying decision, and score their fit with AI
• Order a market or grants report, an account summary or an email draft, with the account’s credits
• Look up your CRM, your documents, your reports and the trade fairs you follow
• With the “act” permission, ticked separately: create contacts, companies, tasks, notes and opportunities, and move them between stages. Nothing is ever deleted

Zapier, Make and n8n: a notification for every change

Every time a contact, company, opportunity or document is added or changed, Exporta.ai sends its full record, signed, to the address you set. From there it reaches a spreadsheet, another CRM or whatever you build.

• You choose what to notify: contacts, companies, won or lost opportunities, documents read with AI
• A test notification to check it before you rely on it, and the latest deliveries in view
• If an address stops answering, it pauses on its own and tells you

Using another CRM? Import and export its file

If you already have a CRM, you don't start from scratch. Upload its export as it is and Exporta.ai recognises its columns; whenever you want to take your data with you, export it in the format its importer expects.

• HubSpot
• Pipedrive
• Salesforce
• Zoho CRM
• Attio
• Clientify

• Contacts, companies, opportunities and tasks, both ways
• Recognises exports from HubSpot, Pipedrive, Salesforce, Zoho, Attio and Clientify, stages included
• The industry's standard fields: first and last name, full address, tax ID, type and priority
• Sample templates in Excel and CSV, and a file with the rows that didn't come in and why

Importing and exporting files does not keep the data up to date on its own: that is what the HubSpot, Pipedrive, Salesforce or Clientify connection is for. Importing is on every plan; exporting, from Pro.

Which plans include it

CRM connectors, notifications, the API and MCP are on Business, Multiempresa and Enterprise. On Free and Pro the platform is used from the platform, and data is imported and exported by file. What an assistant or a program spends comes out of the account’s credits, just as if you did it, with its own cap so a loop cannot eat the month.