RLP CRM in ChatGPT: User Guide

The RLP CRM plugin lets ChatGPT work with your CRM records. ChatGPT can look up accounts, contacts, notes, and tasks, and it can create, update, or delete them for you. The plugin includes two things:

The RLP CRM connector, which links ChatGPT to the CRM.
Built-in guidance, so ChatGPT checks your access first, finds the right record IDs, follows long lists to the end, and asks you instead of guessing.

ChatGPT only sees and changes what your own CRM login is allowed to, and every change is saved in the CRM under your name.

This guide is for ChatGPT at chatgpt.com and the ChatGPT desktop app.

Before you start

You need:

A ChatGPT account that can use plugins.
The Google account you use to sign in to RLP CRM.

Step 1: Remove any earlier RLP CRM setup

Start clean, even if you've never set up RLP CRM. An old plugin or connector can clash with the new one.

In ChatGPT, open Plugins (or go to chatgpt.com/plugins) and select the Personal tab.
If RLP CRM is listed, including one you added as a custom MCP server, open its menu and remove it.
In Settings, check Apps (in some versions, Connectors). If RLP CRM is listed, disconnect and remove it.

If ChatGPT won't let you remove one of them, your company added it for you. Leave it and go on.

Step 2: Install the plugin

Go to crm-mcp.rlpnetwork.com/download and click Download rlp-crm.zip. Leave the file zipped.
In ChatGPT, open Plugins.
Click Add, then Upload plugin archive, and choose rlp-crm.zip.

When ChatGPT asks you to connect RLP CRM, continue to sign in. This happens right after installing or the first time you use the plugin.
Choose the Google account you use for RLP CRM, and approve the access Google asks for.
You return to ChatGPT, and RLP CRM is ready to use.

The connector checks that your Google account belongs to an RLP CRM user. ChatGPT never sees your Google password or Google sign-in tokens.

For security, the connection lasts up to seven days. After that, ChatGPT asks you to sign in again. Follow the prompt and repeat the sign-in.

Step 4: Use it in a chat

On the ChatGPT home page, switch the tab at the top from Chat to Work if you see it.
Start a new chat, type @ in the message box, and choose RLP CRM.
Ask your question, for example "Check my RLP CRM access." ChatGPT checks that the RLP CRM tools are available, then answers.

If RLP CRM isn't connected, ChatGPT tells you which step to redo instead of answering.

What you can ask for

Use everyday language, and include names, IDs, statuses, or dates when you have them.

Look things up

"Check my CRM access and list the teams I belong to."
"Show my open tasks due this week."
"Find accounts named Northstar."
"Find contacts named Morgan Lee and show their account details."
"Show the notes I can see for account 123, two weeks at a time."
"Count my notes for March 2026."
"Find all accounts containing 'Harbor' and tell me if the list is complete."
"Export these results as a CSV file."

Make changes

"Create a task for account 123 titled 'Send renewal options', due 2026-12-01, assigned to CRM user 45."
"Mark task 456 as Done."
"Add these 20 contacts from the spreadsheet under account 123." (Paste or attach the rows.)
"Add this email as a note on contact 4649, visible to level 2 and up."
"Clear the due date on task 456."
"Delete task 456."

Making changes safely

Each change saves right away. There's no draft or undo step. If ChatGPT asks you to confirm a change, read the details before you approve.
Changes are made as you. If you couldn't make the change in the CRM yourself, it will be refused here too.
Notes need a visibility choice. The CRM decides whether a note is shared by level (1–4) or by team. If you haven't said which, nothing is saved and ChatGPT asks you.
Deletes can be permanent. Deleting an account or contact may remove it for good. Deleted tasks can be restored by the CRM team.
If ChatGPT reports an "uncertain outcome", open the record in the CRM before trying again. The change may already have been saved.

Tips for better results

Say whether you want only your own records or every record you can see.
Narrow requests with a status, date range, account or contact name, or CRM ID.
For large searches, ask how many results there are and whether the list is complete.
When names are similar, check the CRM ID and linked account before asking for a change.
If no results come back, the record may just be outside your access. It doesn't prove the record doesn't exist.

Getting a new version

When the RLP CRM team announces a new version, repeat Steps 1 to 4. Removing the old plugin first keeps your setup clean.

Troubleshooting

What you see	What to try
You don't see Upload plugin archive	Your workspace may let only admins add plugins. Ask your ChatGPT workspace admin for RLP CRM.
Upload plugin archive rejects the file	Upload `rlp-crm.zip` exactly as downloaded. Don't unzip it or zip it again.
ChatGPT says the RLP CRM connector isn't installed or connected	Sign in again (Step 3) and choose RLP CRM with `@` (Step 4). If that doesn't help, start again from Step 1.
An error appears before the Google sign-in window	Start again from Step 1. If it still fails, contact the RLP CRM team.
Google sign-in works, but CRM access is denied	Sign in with the Google account that's linked to your CRM login. If that doesn't help, ask the RLP CRM team to check your CRM access.
ChatGPT says you need to sign in	Follow the sign-in prompt, or open RLP CRM under Plugins and connect again. This is expected about once a week.
Lookups work but changes are refused	You may not have permission for that change in the CRM. Ask the RLP CRM team.
A search says it's incomplete	Ask ChatGPT to continue, or narrow the search. Don't treat a partial list as complete.
ChatGPT reports an error, but the change may have saved	Check the record in the CRM before trying again.

For setup or access problems, contact the RLP CRM team. Never paste passwords or sign-in codes into a ChatGPT chat.