> For the complete documentation index, see [llms.txt](https://docs.dos.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dos.ai/dosclaw/plugins-and-connectors/crm.md).

# CRM & Marketing

Connect customer relationship management (CRM) systems, social media schedulers, and ad platforms to DOSClaw AI agents. Enable automated lead capture, pipeline updates, blog creation, and multi-channel social campaign execution with review-gated approval workflows.

## Supported Platforms

| Platform                                                                       | Type               | Key Capabilities                                     |
| ------------------------------------------------------------------------------ | ------------------ | ---------------------------------------------------- |
| [HubSpot CRM](/dosclaw/plugins-and-connectors/crm/hubspot.md)                  | Inbound CRM        | Contact lookup, company data, deal pipelines         |
| [Salesforce Enterprise CRM](/dosclaw/plugins-and-connectors/crm/salesforce.md) | Enterprise CRM     | Leads, Accounts, Opportunities, Service Cloud cases  |
| [Crove Post](/dosclaw/plugins-and-connectors/crm/crove-post.md)                | Social Scheduler   | Multi-channel publishing, analytics, campaign review |
| [NueLink](/dosclaw/plugins-and-connectors/crm/nuelink.md)                      | Social Automation  | Cross-platform scheduling queues (10+ networks)      |
| [WordPress Direct CMS](/dosclaw/plugins-and-connectors/crm/wordpress.md)       | Content Management | SEO blog post drafts, category tagging, media upload |
| [Meta Ads & Lead Ads](/dosclaw/plugins-and-connectors/crm/meta.md)             | Ad Automation      | Real-time lead form webhook, instant follow-up, CAPI |

***

## Marketing Governance & Review Gates

To safeguard brand voice and ad spend, DOSClaw enforces governance modes:

* **Review Gated (`draft_only`)**: The agent drafts articles, social posts, or ad actions and submits them for human review.
* **Approval Required (`approval_required`)**: Mutating actions require explicit confirmation from a manager before dispatch.
* **Autonomous (`autonomous`)**: Routine tasks (lead ingestion, contact lookups) execute automatically.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.dos.ai/dosclaw/plugins-and-connectors/crm.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.