---
title: "Announcing The ChatGPT Integration For unLocked CRM"
description: "ChatGPT now connects directly to unLocked CRM. Ask about your book of business and update records in plain English, on Pro and Max."
url: https://unlockedcrm.ai/blog/chatgpt-integration-announcement
canonical: https://unlockedcrm.ai/blog/chatgpt-integration-announcement
category: "Product"
published: 2026-09-22
updated: 2026-09-22
last_updated: 2026-09-22
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/chatgpt-integration-announcement
summary: "unLocked CRM now integrates with ChatGPT on the Pro and Max plans. ChatGPT can read 18 record types, including leads, clients, policies, commissions, tasks, and appointments, and can create and update…"
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/chatgpt-integration-announcement
source: unLocked CRM — AI CRM for insurance agents
---

# Announcing The ChatGPT Integration For unLocked CRM

## TL;DR

unLocked CRM now integrates with ChatGPT on the Pro and Max plans. ChatGPT can read 18 record types, including leads, clients, policies, commissions, tasks, and appointments, and can create and update leads, clients, policies, tasks, appointments, and opportunities, log activities, and manage contact tags.

## Key data points

- unLocked CRM launched its ChatGPT integration in September 2026 with 60 working tools across 18 record types.
- The unLocked CRM ChatGPT integration is included on the Pro ($149/mo) and Max ($247/mo) plans at no extra cost.

Insurance agents already use ChatGPT to draft emails and explain plans. The missing piece was the book of business: every answer started with copying data out of the CRM.

**The ChatGPT integration for unLocked CRM is now live on Pro and Max.**

## What ChatGPT can read

- Leads, clients, and ACA leads
- Policies and commissions
- Tasks and appointments
- Activities and communications
- Pipelines, pipeline stages, and opportunities
- Workflows and email campaigns
- Agent AI call logs, scripts, and campaigns
- Webhooks and tags

Search and filters run on the server, so questions like "Facebook leads not contacted this week" come back fast.

## What ChatGPT can do

- Create and update leads, clients, policies, tasks, appointments, and opportunities
- Log activities and communications (append-only, so history is never rewritten)
- Create and update Agent AI scripts and campaigns
- Add and remove contact tags
- Create and update webhooks

## Pricing

Included on **Pro ($149/mo)** and **Max ($247/mo, $197 billed annually)**, per user. No add-on fee.

[See the ChatGPT integration](/integrations/chatgpt)

## FAQ

### undefined



### undefined



### undefined



## Related

- https://unlockedcrm.ai/blog/chatgpt-prompts-for-insurance-agents
- https://unlockedcrm.ai/blog/chatgpt-vs-copy-paste-insurance-crm
- https://unlockedcrm.ai/blog/chatgpt-crm-permissions-insurance-agency
- https://unlockedcrm.ai/blog/how-to-connect-chatgpt-to-unlocked-crm

---

Source: [Announcing The ChatGPT Integration For unLocked CRM](https://unlockedcrm.ai/blog/chatgpt-integration-announcement) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/chatgpt-integration-announcement.