The ShareBuilder Assistant is expanding its native revenue workflow capabilities with a Connector that brings ShareBuilder CRM directly into the Assistant Skills platform. With the ShareBuilder CRM Connector, media teams can respond to changes in accounts, contacts, leads, opportunities, and activities, then coordinate the next step automatically.
About ShareBuilder CRM
ShareBuilder CRM is a media-specific customer relationship management platform built around the way media sellers and sales leaders work. It brings lead management, account planning, sales activity, pending business, reporting, and mobile access into one system designed for media revenue teams.
For media organizations, CRM is more than a contact database. It is where sellers organize relationships, managers understand pipeline, teams track activity, and leadership sees how opportunities are moving. Keeping that information current is essential, but the manual work required to update records and coordinate follow-up can take time away from selling.
This is the ShareBuilder CRM Connector
The ShareBuilder CRM Connector brings CRM events and record operations directly into Assistant Skills.
Teams can build Skills that begin when an important CRM record is created or updated, use CRM context to make decisions, and create or update the records needed to keep work moving. Because CRM and Skills are part of the ShareBuilders product experience, customers can automate around the data and workflows their revenue teams already use.
Turn CRM changes into immediate action
Many revenue workflows begin with a change in CRM: a new lead arrives, a contact is added, an opportunity moves, or an activity is recorded.
The connector can start Skills when accounts, activities, contacts, leads, or opportunities are created or updated. It can also respond to selected file and account signals, including account aging and billing thresholds.
That can support workflows such as:
- notify the right seller when a new lead is created
- begin qualification or enrichment when a contact is added
- alert a manager when an opportunity changes
- create follow-up work after a sales activity is recorded
- route an account billing or aging signal for review
- coordinate the next step when a relevant file reaches CRM
Instead of waiting for someone to notice the change, the workflow can begin as soon as the CRM event occurs.
Create and maintain CRM records
Automation is most useful when it can close the loop and keep the system of record current.
The ShareBuilder CRM Connector can create, search, and update the core records used across media sales workflows, including accounts, companies, contacts, leads, opportunities, and activities. It also supports focused operations such as associating a contact with an account, tagging contacts, and adding a spec spot to the appropriate record.
A Skill could take an inbound form submission, search CRM for an existing company or contact, create the missing records, assign the follow-up, and record the resulting activity. Another Skill could update a lead or opportunity after a meeting, approval, or connected-system event.
This reduces duplicate entry and helps CRM reflect what actually happened across the workflow.
Improve lead and opportunity handoffs
Lead handoffs often break down when information arrives through one system and action is expected in another.
With ShareBuilder CRM connected, Skills can turn inbound requests, forms, emails, meeting outcomes, or connected-app events into structured CRM work. The Assistant can search for related records, add or update the right information, and route the next action to the appropriate person or system.
That can help teams:
- standardize lead intake
- reduce duplicate records
- keep ownership and follow-up visible
- move qualified work into opportunities
- record activities consistently
- give managers better pipeline context
The result is a more dependable path from initial signal to seller action.
Put CRM context into every workflow
CRM data becomes more valuable when it can guide what happens in other systems.
Assistant Skills can combine ShareBuilder CRM context with email, Microsoft Teams, forms, pricing, AI, reporting, and media-specific connectors. A Skill could use account history to prepare a seller for a meeting, include opportunity context in a manager alert, update CRM after a pricing workflow, or log activity after an external process completes.
The connector also provides authorized reference data such as markets, users, business units, activity types, lead sources, revenue categories, and product categories. That helps workflow builders use the same choices and organizational context already established in CRM.
Keep people involved when judgment matters
Not every CRM decision should happen without review.
Assistant Skills can pause for a person task, approval, or manager decision before updating an important record or advancing a workflow. A lead can be reviewed before assignment, an opportunity change can require approval, or a drafted follow-up can be checked before it is sent and recorded.
This gives teams the speed of automation while keeping people in control of decisions that require customer context or sales judgment.
Build a cleaner, more connected system of record
The strongest CRM is the one teams can trust.
By responding to CRM changes and writing completed work back to the appropriate records, Assistant Skills can reduce manual entry, improve consistency, and make follow-through more visible. Sellers spend less time moving information between systems, while managers gain a clearer view of activity and pipeline.
For media organizations, that means the CRM can do more than document the revenue process. It can help drive it.
Assistant Skills
Skills are the workflows you train the ShareBuilder Assistant to run for your team. Create a Skill and the Assistant executes playbooks, coordinates processes, updates systems, and communicates across platforms automatically.
Availability
The ShareBuilder CRM Connector supports authorized Assistant Skills workflows that respond to CRM events and create, search, or update CRM records. Available records, markets, and workflow options depend on each customer’s ShareBuilder CRM configuration and user permissions.
For more information
To learn more about ShareBuilder Assistant Skills or discuss using the ShareBuilder CRM Connector in your workflows, contact ShareBuilders.
About ShareBuilders
ShareBuilders delivers a media-focused sales platform that includes Pricing, CRM, Data Enrichment, and workflow automation. Built specifically for media organizations, ShareBuilders helps teams manage pipelines, activity, pricing, and performance with secure cloud access and mobile tools designed for sellers on the go.
