Summarize a Lead Group
List Ambivo leads matching [filters] for [date range]. Summarize statuses, business needs, and missing contact details, retaining lead IDs.
ambivo
Ambivo AI Employee
Leina connects to Ambivo to help you review leads and create assigned follow-up tasks. Ask in your team chat. Leina does the work and brings back the result.
Connect Ambivo, choose what to share, and hand off your first task.
Leina + Ambivo Example Result
You
Find Maya Chen at maya@cedar.example in Ambivo. Create a task to confirm her pilot requirements, assigned to user sales-18 and due October 16, 2026, at 5 pm London time. Include a note to confirm team size and rollout date.
Leina
Created the follow-up task linked to Maya’s lead record, with sales-18 as the owner and the requested deadline.
Ambivo · Task created
Confirm Maya Chen’s pilot requirements
Follow-up task linked to the matching lead.
- Related lead
- Maya Chen · maya@cedar.example.
- Owner and deadline
- sales-18 · October 16, 2026, 5 pm Europe/London.
- Task note
- Confirm the pilot team size and intended rollout date.
What Is a Ambivo AI Agent?
AI reads Ambivo leads, contacts, and tasks to prepare CRM briefs. It can link a new follow-up task to a selected lead and record the owner, deadline, and instructions you supply.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
Ambivo
Ambivo is a CRM platform for managing leads, contacts, and customer follow-up work.
-
Match the lead
Find the lead by email and check for ambiguous matches.
-
Record the follow-up
Create the linked task with the supplied owner and due time.
-
Review the saved task
Return the linked lead, deadline, and task instructions.
What to Ask Leina to Do with Ambivo
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Create a Follow-Up Task
Find Ambivo lead [name or email], confirm its ID, and create a follow-up task [title and description] linked to it, assigned to [user ID] and due [date]. Show ambiguous lead matches before creating.
ambivo
Review Open CRM Tasks
List Ambivo tasks matching [open-status filter] and summarize tasks due by [date], grouped by assignee and priority. Include task IDs and missing due dates.
ambivo
Your next Ambivo task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
-
Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
-
Try a Task
Share the source material, say where the result belongs, and describe what you need.
-
Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in Ambivo
Hand off these everyday tasks to your AI employee.
List Leads
List Ambivo CRM leads with optional filters, sorting, pagination, and date range.
Create Lead
Create a new Ambivo CRM lead.
Update Lead
Update an existing Ambivo CRM lead by ID.
List Contacts
List Ambivo CRM contacts with optional filters, sorting, and date range.
Create Contact
Create a new Ambivo CRM contact.
Update Contact
Update an existing Ambivo CRM contact by ID.
List Tasks
List Ambivo CRM tasks with optional filters, sorting, and pagination.
Create Task
Create a new Ambivo CRM task.
Update Task
Update an existing Ambivo CRM task by ID.
Delete Task
Delete an Ambivo CRM task by ID.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result Created the follow-up task linked to Maya’s lead record, with sales-18 as the owner and the requested deadline.
Confirm Maya Chen’s pilot requirements
Ambivo + Leina: Your Questions, Answered
What can a lead brief include?
It can organize recorded status, needs, tags, and contact details. Specify filters and a date range, and retain lead IDs for later updates.
Can I assign a task to a colleague?
Yes. Provide the user ID, task name, due date, and related CRM record when applicable. The task operation records the assignment in Ambivo.
How do I limit an update to specific fields?
Supply the lead, contact, or task ID and exact fields and values. Ask the assistant to keep other fields unchanged and report the changes.
Make Leina Your Ambivo AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect Ambivo, choose what to share, and hand off your first task.