Connect Grok Bot to LotsCRM
Ask Grok Bot to add leads, log your conversations, move deals and line up follow-ups in LotsCRM. Use the LotsCRM REST API from Grok Bot’s computer with an API key.
LotsCRM REST API reference
https://api.lotscrm.com/docsOr let Grok Bot guide the setup: send it this prompt
Read https://lotscrm.com/skill.md and help me connect LotsCRM for you.What Grok Bot can do with LotsCRM
Once connected, Grok Bot can:
- Add and update contacts and companies, and import up to 100 prospects at a time.
- Create deals on your pipelines and move them between stages, with a reason when one is lost.
- Log calls, meetings, emails, messages and notes after they happen.
- Set, reschedule and complete follow-ups, and see what is due or overdue.
- Search contacts, companies and deals, and read the CRM briefing, a pre-call deal brief or a pipeline summary.
- Draft a follow-up from your CRM history, then log it once you send it with the tools you already use.
The LotsCRM dashboard does the whole job too: contacts, companies, the pipeline, follow-ups in your Today view and team access. Your agent for speed, the dashboard for control.
You need
- Grok Bot access with computer and terminal tools
- A LotsCRM API key, supplied through secure credential storage
- A LotsCRM account. You can create one during sign-in.
Connect Grok Bot to LotsCRM
Give Grok Bot the API reference
Ask it to read the LotsCRM REST reference. It can use the API from its computer.
https://api.lotscrm.com/docsCreate and securely supply an API key
Create a key at https://www.lotstech.com/api. Use the agent’s secure credential flow rather than putting a secret in your prompt.
Start with a read-only request
Ask Grok Bot for something read-only, such as “List my LotsCRM workspaces”, before it changes anything.
What to ask next
- “Add these 20 people from today’s event and tag them “Oct meetup”.”
- “Log my call with Priya and move her deal to Proposal.”
- “What follow-ups are due today?”
- “Brief me on the Acme deal before my call.”
If something goes wrong
- LotsCRM is not in Marketplace
- These instructions use the REST API from the agent’s computer. Create an API key and follow the API setup above. You do not need to find LotsCRM in Marketplace.
- The agent cannot authenticate
- Check API-key permissions and secure credential availability. Never paste the key into a public chat or committed file.
Steps checked on 1 October 2026 against xAI: Grok Bot apps and connectors.
Pricing
Current plans and prices are on https://lotscrm.com/pricing. Your agent’s own plan or usage fees are separate.
Grok Bot and LotsCRM: questions
How do I connect Grok Bot to LotsCRM?
Use the LotsCRM REST API from Grok Bot’s computer. Create an API key at https://www.lotstech.com/api, configure it privately for the task and share https://api.lotscrm.com/docs with your agent. Ask it for something read-only first.
Can I connect LotsCRM to Grok Bot today?
Use the REST API from Grok Bot’s computer, following the setup above. Create a LotsCRM API key, supply it through secure credential storage and share https://api.lotscrm.com/docs with the agent.
Do I need an API key to use LotsCRM with Grok Bot?
Yes. Create one at https://www.lotstech.com/api and keep it out of chats, logs and committed files. Where Grok Bot offers sign-in, use that instead.
What does LotsCRM cost?
Current plans and prices are on https://lotscrm.com/pricing. Your agent’s own plan or usage fees are separate.
Does LotsCRM send emails or messages?
LotsCRM is the record of your sales work. Your agent drafts and sends messages with the tools you already use, then logs each one in LotsCRM, so every conversation sits on the right contact and deal. Follow-ups you schedule appear in your Today view.
What can my agent do in my workspace?
Your agent acts as you, so it can do exactly what your workspace role allows. Owners can do everything and viewers can only read.
Can my agent delete CRM records?
Your agent archives contacts, companies and deals. Archiving is recoverable and keeps the history, and there is no hard delete through MCP.
Can one agent work across several clients?
Yes. Each workspace is a separate sales book, one per business or client. Your agent lists your workspaces, picks the one you mean and keeps its records apart from the others.
LotsCRM is not in Marketplace
These instructions use the REST API from the agent’s computer. Create an API key and follow the API setup above. You do not need to find LotsCRM in Marketplace.
The agent cannot authenticate
Check API-key permissions and secure credential availability. Never paste the key into a public chat or committed file.
