CentralStationCRM
CentralStationCRM keeps your contacts and deals organized. Now your AI agent works alongside it, capturing new leads from website conversations, looking up customer history before responding, and logging deals without anyone touching the CRM. Small teams close more with less manual data entry.
From lead capture to deal creation, your AI agent performs the CRM tasks that usually eat into selling time. Every action maps to a real CentralStationCRM API endpoint.
CentralStationCRM
Discover how freelancers, agencies, and small businesses use AI agents to keep CentralStationCRM updated while they focus on building relationships.
A potential client visits your agency website at lunchtime and starts chatting about a project. Your AI Agent qualifies the lead by asking about budget and timeline, then creates a person record in CentralStationCRM with their name and company, adds a deal with the estimated project value, and assigns it to the right team member. You return from lunch with a qualified opportunity already in your pipeline.
A returning client messages your website asking about a proposal you sent last month. Your AI Agent searches CentralStationCRM by their email, finds their person record and associated deal with background notes from previous conversations, and responds with full context about the proposal status. The client feels recognized instantly, and your team avoids the awkward 'Can you remind me who you are?' moment.
A long-time contact mentions they changed companies and has a new email address. Your AI Agent updates their person record in CentralStationCRM with the new company association, creates the new company record if it does not exist, and adds the updated contact details. Your CRM stays accurate without anyone opening the dashboard, and the next time your team reaches out, they have the right information.
CentralStationCRM
FAQs
The agent uses CentralStationCRM's Search People endpoint to find contacts by name, email, or phone number. It can also use the global Search endpoint to find matching records across people, companies, deals, and projects simultaneously. Results include associated tags and company affiliations for full context.
Yes. When creating a deal, the agent sets the value_type parameter to total, monthly, hourly, or daily. For recurring revenue, it captures the per-period value and quantity. CentralStationCRM calculates the deal sum accordingly, so your pipeline reflects accurate revenue projections.
Tars requires your CentralStationCRM account subdomain and API key. You can generate the API key from your CentralStationCRM settings. The connection uses HTTPS encryption, and CentralStationCRM stores all data on German servers with GDPR-compliant data protection.
Yes. Tars queries CentralStationCRM in real time and does not store copies of your contact or deal data. CentralStationCRM itself uses encrypted SSL connections and hosts all data on dedicated servers in Germany. You retain full control and can revoke the API key at any time.
The agent can use the Merge Person endpoint to consolidate duplicate records. It identifies the primary record to keep, merges the secondary records into it, and preserves all associated notes, deals, and historic events. You can also configure it to flag duplicates for manual review instead of auto-merging.
CentralStationCRM's native features are designed for manual use, requiring your team to log in and enter data. The Tars integration captures leads and updates records automatically during conversations, across website chat and WhatsApp. Your team gets CRM updates without opening the dashboard.
Yes. The agent uses the Create Person Historic Event endpoint to log dates categorized as birthdays, anniversaries, first meetings, renewals, or custom types. These milestones appear on the contact's record in CentralStationCRM, helping your team maintain personal relationships at scale.
The agent can assign contacts and companies to groups using the group_id parameter when creating or updating records. This lets you automatically segment leads by source, industry, or any criteria your team uses for organizing contacts and running targeted outreach campaigns.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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