System Agents
Tell an agent what to do with each lead, in plain words, and it does it in your CRM.
Lead
Jane Cooper
jane@acme.com
CRM Agent
“Update the contact if it exists, otherwise create it. Assign new leads round robin.”
- Find contact
- Update contact
- Assign owner
Your CRM
- HubSpot
- Salesforce
- Attio
Add a CRM Agent step to any workflow and write what it should do. It checks your CRM first, then creates, updates and assigns records the way you asked.
Instructions, Not Field Mappings
A field mapping copies values into fixed fields. The agent decides: create or update, which fields to touch, and who owns the record.
No built-in rule settles a conflict. If your instructions are silent, the model decides, so write the rule down and check it in the test run.
Which Way the Data Moves
The agent reads your CRM and writes to it. It does not write CRM data back into Surface.
- It reads existing contacts, companies, deals and owners, so it can update a record rather than create a duplicate.
- It writes the records and fields your instructions allow.
- It leaves the Surface lead unchanged. Values in the CRM are not copied onto the lead record.
This is deliberately not a two-way sync. Surface is where leads are captured and scored. Your CRM stays the system of record for the deal.
Ready to Get Started?
See it on your own site, or open the app and build the first form.