Integrations
Plan source and system ownership.
Explore Integrations →
Browser capture
Bring useful context back to the CRM.
Capture supported browser context into the customer workflow, then review the record it creates.
The work in context
Useful context. A clear next step.
Supported pages and fields vary by source. Capture does not imply permission to scrape, automate third-party actions or bypass platform terms.
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User-assisted capture
Choose the supported source and the context to capture.
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Review the mapping
Inspect company/contact fields, relationships and duplicate handling.
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Continue in the CRM
Use the resulting record as a starting point for research or follow-up.
Walk through the process
From context to recorded work.
Supported pages and fields vary by source. Capture does not imply permission to scrape, automate third-party actions or bypass platform terms.
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Choose a supported source
Confirm extension permissions and the applicable source policy.
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Capture with intent
Select the context needed for the customer record.
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Check the result
Review mappings and resolve duplicates or incomplete data.
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Assign the next step
Give a person or configured workflow an accountable follow-up.
Continue exploring
Keep the next step connected.
CRM
Inspect the record and data quality.
Explore CRM →
Capture with a purpose
Choose the record you actually need.
Inspect the supported page, the fields being captured and their destination. Resolve an existing contact before adding another record. User-assisted capture is distinct from automated third-party outreach.
Your next step
See your customer workflow, connected.
Bring one real workflow to the conversation. We’ll show how the records, agents and review points fit together.