ceven

NetHunt CRM

Syncs Gmail based CRM data into your workflows, tracks record changes in real time, and automates lead follow up based on folder movements.

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Why use Ceven?

  1. AI native NetHunt CRM integration

    • Describe the outcome and Ceven picks the right NetHunt CRM calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your NetHunt CRM data, across all 12 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke NetHunt CRM access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in NetHunt CRM, when, and on whose behalf.
    • The agent pauses and asks when NetHunt CRM is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach NetHunt CRM.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every NetHunt CRM action to support review and sign off.

Supported tools

Every action Ceven's agents can run on NetHunt CRM, and when to use it.

Delete Record
Use this when you need to permanently remove a specific record from the CRM by its ID.
Find Records
Search for records within a specific folder using a text query or a record ID to locate a contact.
Get New Call Logs
Pull call logs created after a specific timestamp to track recent outbound activity.
Get New Comments
Retrieve comments added to records in a folder since a specific time to catch recent team notes.
Get New Google Drive Files
Pull metadata for Google Drive files linked to records after a certain time to track shared documents.
Get New Records
Retrieve all records created in a specific folder after a given time to trigger welcome flows.
Get Record Changes
Pull a history of create, update, or delete actions with field level diffs for a folder.
Get Updated Records
Find records updated after a certain time, optionally filtered by specific field changes.
List Folder Fields
Pull the field definitions and metadata for a specific folder to understand the data schema.
List Readable Folders
Retrieve a list of all folders the authenticated user has permission to read.
List Writable Folders
Retrieve a list of folders where the user has permission to create or edit records.
Test Authentication
Verify that the connection to NetHunt CRM is active and retrieve the current user profile.
Test NetHunt CRM Authentication
Tool to verify request credentials and test authentication. Returns information about the authenticated user including name and email. Use this action to confirm API credentials are valid before making other requests.

13 actions · scroll to see them all

Frequently asked questions

Ceven operates using the permissions of the user who connected the account. If the user only has read access to a specific folder, the agent cannot create or update records within that folder. You can use the List Readable Folders and List Writable Folders actions to verify exactly what the agent can see and touch. If a workflow fails due to a permission error, check the folder settings within NetHunt CRM to ensure the connecting user has the correct access level. The agent will not attempt to bypass these restrictions as it relies on the native API permission model to ensure data security and governance across your sales team.
Yes. The agent uses the Get Record Changes action to monitor modifications. When a record is moved from one folder to another, NetHunt CRM logs this as a change. Ceven can poll these changes and trigger specific workflows based on the folder ID shift. For example, moving a lead from a prospect folder to a customer folder can trigger an automated onboarding sequence. This allows you to use folder movements as a trigger for complex business logic without needing to manually update a status field every time, making your sales process feel more fluid and automated.
Ceven can perform updates through iterative loops in a workflow, but it is important to be aware of NetHunt CRM API rate limits. NetHunt enforces limits on the number of requests per second to maintain performance for Gmail users. If you attempt to update thousands of records at once, the API may return a 429 error. Ceven handles this by implementing an exponential backoff strategy, meaning the agent will pause and retry the request automatically. However, for extremely large datasets, it is better to schedule these updates in smaller batches to avoid hitting these limits and causing delays in your workflow execution.
NetHunt CRM links files from Google Drive to records rather than storing the files themselves. When Ceven uses the Get New Google Drive Files action, it retrieves the metadata and the link to the file. The agent can then use this link to pass the document to another tool, such as an AI summarizer or a cloud storage archive. Because the files remain in Google Drive, you maintain full control over the actual document permissions. The agent simply bridges the gap between the CRM record and the file location to ensure your team has the right documents at the right time.
Absolutely. You can build a workflow that uses the Get New Comments action to poll for recent activity in a specific folder. The agent filters for comments created since the last check and then pushes the text of the comment along with the record name to a designated Slack channel. This is particularly useful for remote teams where multiple people are working on the same account and need instant visibility into updates without constantly checking the CRM. You can even set it to only notify you if certain keywords appear in the comments to reduce noise.
The Get Record Changes action will capture the delete event. You can set up a workflow that listens for these deletions to keep your other systems in sync. For instance, if a lead is deleted in NetHunt CRM, the agent can automatically archive the corresponding project in your task manager or remove the user from a mailing list. This prevents your data from becoming fragmented and ensures that you are not sending marketing emails to records that your sales team has intentionally removed from the CRM to keep the pipeline clean.
There is no hard limit on the number of folders the agent can monitor, but each folder requires a separate API call to check for new records or changes. To optimize performance and avoid hitting rate limits, we recommend focusing your workflows on a few key high activity folders. If you have hundreds of folders, it is more efficient to use the search functionality or filter by specific field changes rather than polling every single folder for updates. This ensures your workflows run fast and do not consume unnecessary API quota during peak business hours.
Ceven handles custom fields dynamically. By using the List Folder Fields action, the agent can retrieve the exact schema of any folder, including any custom fields your team has added for specific industry data. Once the agent knows the field IDs, it can read from or write to those fields just like standard fields. This means you do not have to map every field manually in a settings menu. The agent discovers the structure of your CRM in real time, allowing you to add new custom fields in NetHunt and start using them in your workflows immediately.

Alternatives to NetHunt CRM

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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