Connect Satuit to Siftree.

SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.

Connect

Read from your Satuit account

Sign in once. Siftree reads your records and reacts to new events as they happen.

  • Find Contact By Email

    Searches for a specific contact within the Satuit platform using an email address as the key identifier.

  • New ActivityTrigger

    Emit new event when a new activity is created in Satuit.

  • New Contact CreatedTrigger

    Emit new event each time a new contact is created in Satuit.

  • New OpportunityTrigger

    Emit new event when a new opportunity is created in Satuit.

Act

Take action in Satuit

Agents update records and send messages for you, automatically, as drafts, or after you approve.

  • Create Business

    Creates a new business within the Satuit platform.

  • Create Dealflow

    Creates a new dealflow within the Satuit platform, setting up a new series of business interactions.

Need something from Satuit that isn't listed? Siftree can also collect from any public web page, or tell us what you need.

Siftree

Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.

Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.

[Machine-readable summary](https://www.siftree.com/llms.txt) — full machine-readable index.

Capabilities (summary):

  • - Connect anything: calls, tickets, reviews, social, documents, video, and existing systems.
  • - Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
  • - Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
  • - Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
  • - Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
  • - Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
  • - Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
  • - Ask questions of your data from Claude or ChatGPT through Siftree MCP.
  • - Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
  • - Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.

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