# Replay: 7 things you can do when AI can see your CRM

Canonical: https://brew.new/templates/ontraport/replay-7-things-you-can-do-when-ai-can-see-your-crm

Brand: ontraport.com
Category: newsletter

![Preview of Replay: 7 things you can do when AI can see your CRM](https://cdn.brew.new/email-preview-100bfe6c09b613b1-tracking_r57yy0t5tnfaxr9pe6jgdxadw18exevh-1790101273174.png)

## Email content

Ontraport

September 22, 2026

01 Webinar Recap

On-demand webinar

7 things you can do when AI can see your CRM

Ontraport Product Expert Sam Flegal walked through seven ways to use MCP with your CRM, with the example prompts for each. The replay is up.

WHAT HE COVERED:

→

Ask for what you need: a contact's full history, how this month's emails performed, what's still open on your team's task list

→

Change things without logging in: move a deal to a new stage, tag a group, pause an automation, charge a card on file, retry a declined payment

→

Hand off the bigger jobs: filling a dynamic page from copy you drafted, auditing your list health, finding the duplicate fields and tags cluttering your account

He also covered how to decide when to use MCP versus another approach, plus what's coming next for AI inside marketing and CRM platforms.

Watch the recording →

02 On the Calendar

Oct

15

Webinar

10 A.M. PT

The CRM Matrix: HighLevel, ActiveCampaign, HubSpot and Ontraport compared

Sam Flegal

Register →

03 New features

Product updates

New in Ontraport this month

💬 Web Chat

Now you can add a chat widget to your website and let visitors message with your team in real time. Learn more.

🎥 Webinar library page

All our past webinars are now available in one place! Check them out here.

Get started

See if Ontraport is right for you

Ontraport is a unified CRM platform designed for growing teams. It connects your marketing, sales and support operations in one place so you can scale.

Watch a pre-recorded demo →

Book a discovery call →

Start a free trial →

Unsubscribe or manage your subscription

Ontraport Inc., 440 N Barranca Ave #6884, Covina, California91723

​​​​​​​

[Open and remix this design](https://brew.new/templates/ontraport/replay-7-things-you-can-do-when-ai-can-see-your-crm)

[Browse email designs](https://brew.new/browse/templates)