Weekly pipeline review
Sarah Chen, sales lead at Northwind, asked which deals were won this week. Memtro searched the CRM deals by status and update date and listed each one with its pipeline, price, currency and owner.
SendPulse + Memtro
Which deals moved to won this week, and how did the last campaign land?
SendPulse brings your email campaigns and CRM into one place to ask. You see mailing lists with active and inactive counts, campaigns with status, sender, cost and delivery, open, click and unsubscribe figures, and CRM pipelines, deals, contacts and task boards. When asked and granted, Memtro can comment on deals and contacts, create tasks, create, update or delete deals, create contacts and mailing lists, draft, send, schedule or cancel campaigns, and add, unsubscribe or remove list addresses. Worth knowing: a key carries the account's full access, and contact phones, custom fields and email bodies are never returned.
In Memtro
What you can do with SendPulse in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right SendPulse tool, reads what it needs, and answers with the source cited.
What it does
- 01See mailing lists with all, active and inactive address counts.
- 02Read a campaign's sender, subject, send date, price and sent, delivered, opened, clicked and unsubscribed counts.
- 03Search CRM deals by pipeline, step, status, name, owner or last update, and contacts by name or email.
- 04List pipelines and their steps, team members with CRM access, and task boards.
- 05When asked and granted, comment on deals and contacts, which notifies any team member mentioned, create tasks, and create, update or delete deals.
- 06When asked and granted, draft a campaign that sends nothing and costs nothing, or send one to a whole list, which is charged and cannot be recalled.
Acts when asked
When you ask it to
These tools change something in SendPulse. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Comment on a CRM deal
- 02Comment on a CRM contact
- 03Create a CRM task
- 04Create a CRM deal
- 05Update a CRM deal: step, won or lost, name, price or owner
- 06Delete a CRM deal
- 07Create a CRM contact
- 08Create a mailing list
- 09Create a draft email campaign
- 10Send or schedule an email campaign to a mailing list
- 11Cancel a pending email campaign
- 12Add email addresses to a mailing list
- 13Unsubscribe email addresses from a mailing list
- 14Remove email addresses from a mailing list
In practice
Ask it like you would a colleague
Once SendPulse is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
SendPulse + Memtro
Which deals moved to won this week?
How did the September newsletter do on opens and clicks?
How many active addresses are on our Customers list?
Which deals in the Sales pipeline have not been updated since last month?
Add a comment to the BigCo renewal deal saying the contract is with legal.
Draft before the launch
Priya Sharma, marketing manager at Acme Ltd, asked for a draft campaign to the Trial users list. Memtro created it as a draft from an activated sender address, so nothing was sent or charged. Priya finished and sent it herself in SendPulse.
Teams
Where it fits
The teams that lean on SendPulse most, a question each of them asks, and what they connect beside it.
- MarketingSpend, leads and reputation in one conversationMarketing lead, Performance marketer, Content and SEO, Brand and community“How did last week's LinkedIn and Google campaigns do, and which leads reached the pipeline?”Used alongside Google Ads, Meta Ads, HubSpot, Google Analytics 4, Brevo and 7 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
Better together
Works with
A record in SendPulse is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesSendPulse with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesSendPulse with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesSendPulse with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- AnalyticsSendPulse with Google Analytics 4Ask your traffic questions in plain English and get the numbers back.
- AnalyticsSendPulse with Plausible AnalyticsAsk about your website traffic in plain English.
- AnalyticsSendPulse with UmamiAsk about your website traffic in plain English, without sending anybody to a dashboard.
- Content and webSendPulse with AhrefsBacklinks, rankings and keyword data from Ahrefs, on demand, and tracking set up when asked.
- Content and webSendPulse with WordPressYour blog and site content, searchable in Memtro, and edited when asked.
- Content and webSendPulse with WebflowSite pages, CMS content, form leads and orders from Webflow.
Also in Marketing automation
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
ActiveCampaign- Brevo
- Customer.io
- Marketo Engage
- Account Engagement (Pardot)
- Mailchimp
Klaviyo- beehiiv
- Kit
MailerLite- Campaign Monitor
GetResponse
Instantly
lemlist
Drip- EmailOctopus
Omnisend- Buttondown
Mailjet
Moosend
Smartlead- Formbricks
- listmonk
- Mautic
- Loops
Iterable
Dotdigital
Flodesk
LoyaltyLion
Benchmark Email- Bento
Braze
Sender- Bitly
Rewardful
Mailshake
SurveySparrow
Retently
Setup
How to connect
Connect withAPI key
- 1
In SendPulse, go to Settings, then API, then API keys, and create a key. Keys do not expire and carry the account's full access.
- 2
In Memtro, open Connections → SendPulse and paste it into API key. Memtro uses the static key, not the older ID and Secret pair.
- 3
An administrator grants the actions by name, such as Send campaign or Delete deal, to the teams that may use them.
- 4
Ask which deals moved to won this week.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The SendPulse tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in SendPulse?+
Only when you ask, and only what it has been granted: comment on a CRM deal; comment on a CRM contact; create a CRM task; create a CRM deal; update a CRM deal: step, won or lost, name, price or owner; delete a CRM deal; create a CRM contact; create a mailing list; create a draft email campaign; send or schedule an email campaign to a mailing list; cancel a pending email campaign; add email addresses to a mailing list; unsubscribe email addresses from a mailing list; remove email addresses from a mailing list. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a SendPulse connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my SendPulse data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed SendPulse records into memory as entities.
How do I connect SendPulse?+
API key. In SendPulse, go to Settings, then API, then API keys, and create a key. Keys do not expire and carry the account's full access.
Connect SendPulse in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.