In your AI seat
Claude and ChatGPT already connect to your email, calendar, files and chat. When you work the CRM in conversation, your AI reads and writes through those — Green Trees never touches them.
Gmail & Calendar
Read threads, draft replies, book meetings — through your seat’s Google connection.
Slack & Teams
Pull context, post updates — through your seat.
Drive & files
Attach the one-pager your AI can already see.
The web
Sourcing and research use your AI’s own web tools, then file into Green Trees in bulk.
Connected to Green Trees
Only what has to run when no chat is open.
Gmail, sending as you
One narrow grant so sequence steps send from your address, threaded, inside your caps and quiet hours — and stop on reply.
Email & Slack push
Waiting approvals reach you with one-click links — approve from your phone without an app.
Apollo · Clay · ZoomInfo
Contact and company enrichment on request, filed with sources.
HubSpot · Salesforce
Read-only connections used once, to move your book. Nothing is written back.
The roster
Every mark below is a real connection with real scopes — what it does for you, in one line each.
send as youSequence steps send from your own address, threaded, inside your caps and quiet hours — and a reply stops the run.
meet · invitesMeetings booked straight onto your calendar, with Meet links and invites that carry your name.
outlook · teamsOutlook mail and calendar: sequences send as you, invites carry Teams links, replies from known contacts stop runs.
channels · dmApprovals and briefings land in your channel as one-click buttons — approve without opening anything.
meetings · recordingsMeeting links on invites; calls and debriefs filed back onto the record.
fallback sendThe workspace mail rail — sign-in codes, receipts, and sends before a mailbox is connected.
sendHigh-volume delivery rail where a dedicated sender is the right tool.
sms · chatSMS and in-app chat touches, logged like every other activity.
marketingMarketing sends stay in your marketing stack; Green Trees keeps the record straight.
sequences · migrate fromBring cadences and history over when you leave — sequences live here, in a sentence, instead.
enrich · sourceSource lists and enrich contacts in conversation; results file in bulk, deduped, with sources.
enrich · waterfallWaterfall enrichment when one provider isn’t enough — best answer wins, source kept.
enrichFirmographics, direct dials and org charts on request, filed with the source noted.
enrichFunding, size and industry context pulled onto company records.
enrich · sourceVerified emails and direct dials sourced on request.
migrate fromConnected read-only, once: your book walks over deduped and receipted. Nothing is written back.
migrate fromThe same read-only migration — accounts, contacts and deals proposed in chat, filed with receipts.