---
title: "How To Set Up Grok Bots With unLocked CRM"
description: "Connect a Grok Bot to your book of business and hand it its first job in about ten minutes."
url: https://unlockedcrm.ai/blog/how-to-set-up-grok-bots-unlocked-crm
canonical: https://unlockedcrm.ai/blog/how-to-set-up-grok-bots-unlocked-crm
category: "Product"
published: 2026-09-29
updated: 2026-09-29
last_updated: 2026-09-29
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/how-to-set-up-grok-bots-unlocked-crm
summary: "Set up Grok Bots with unLocked CRM on Pro or Max: connect unLocked CRM inside Grok, sign in, choose per-record-type access, then give the Bot one named job and a schedule."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-set-up-grok-bots-unlocked-crm
source: unLocked CRM — AI CRM for insurance agents
---

# How To Set Up Grok Bots With unLocked CRM

## TL;DR

Set up Grok Bots with unLocked CRM on Pro or Max: connect unLocked CRM inside Grok, sign in, choose per-record-type access, then give the Bot one named job and a schedule.

## Key data points

- Connecting Grok Bots to unLocked CRM takes about ten minutes on the Pro or Max plan.

## Before you start

- An unLocked CRM **Pro** or **Max** account
- A Grok subscription that includes Grok Bots

## Steps

1. In Grok, open the connectors settings and add **unLocked CRM**.
2. Sign in with your unLocked CRM account.
3. Choose access for each record type: read, or read and write.
4. Approve the connection.
5. Create your first Bot and give it one clear job, like: "Every morning, work my uncontacted Facebook leads — log a note, send a first text, and move them to Contacted."
6. Set the schedule, and approve the first week's messages while you build trust.

## If something is blocked

If the Bot says it lacks permission, the record type is read-only on your connection — or the action is one you have not enabled, like sending messages or enrolling workflows. Update the access and reconnect.

[Learn more](/integrations/grok-bots)

## FAQ

### undefined



### undefined



### undefined



## Related

- https://unlockedcrm.ai/blog/grok-bots-integration-announcement
- https://unlockedcrm.ai/blog/grok-bot-permissions-and-guardrails-insurance

---

Source: [How To Set Up Grok Bots With unLocked CRM](https://unlockedcrm.ai/blog/how-to-set-up-grok-bots-unlocked-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-set-up-grok-bots-unlocked-crm.