Manage leads & responses
Read your pipeline, find specific contacts, and update their status — without leaving the Claude conversation.
The connector exposes your entire lead pipeline as a set of conversational tools. You can review the day's submissions, find specific contacts, drill into their AI-generated analysis, tag them, and move them through your pipeline statuses — all in chat.
If you already start your day in Claude, this turns your Claude window into your sales cockpit.
Everything here works in the workspace you're in — on an agency account, one client at a time.
The daily / weekly views
get_morning_briefing
The start-of-day summary. New leads today vs yesterday, hot prospects needing attention, and a per-product breakdown. No parameters needed.
list_leads
Every lead across all your products — the same list as the Leads page in the app, with the same filters: search, product, status, score (0–100), hot leads, date range, and leads who left contact details. Shows a leads card with a link to the Leads page.
get_recent_activity
A feed of recent submissions — contact details, product, segment, pipeline status, tags. Great for a quick scan before a follow-up session.
get_hot_leads
Your highest-priority prospects — leads their product rates high, or tagged "hot-lead". Optionally filter by product, score threshold, or lookback period.
get_workspace_stats
High-level totals — product counts, response counts, top products by activity. The "is the business growing?" view.
"Show me every lead from the last 30 days who scored 70 or more and left an email."
Claude calls list_leads with those filters and shows them in a card, newest first.
Finding a specific contact
search_responses
Filter one product's submissions by date range, status or keyword. For every product at once, use list_leads.
get_response
Full detail on one response — all form answers, AI-generated outputs, tags, status, contact info. The drill-down view.
"Find Sarah from Acme Corp — she filled out my Readiness Scorecard last week."
Claude calls search_responses with the name and product filter, returns the match, and you can get_response to see her full submission.
Pipeline status & tagging
tag_response
Add, remove, or replace tags on a response. Common tags: hot-lead, booked-call, converted, nurture, unqualified.
update_response_status
Move a lead through your pipeline statuses: new → contacted → in_progress → converted / lost.
"Tag Sarah at Acme as a hot lead and mark her as contacted."
Claude calls search_responses to find Sarah, then tag_response({ tags: ["hot-lead"] }) and update_response_status({ status: "contacted" }). No CRM login needed.
Analytics & segmentation
get_analytics
Response count, last submission date, 7-day daily trend, completion rate — for a specific product.
get_segment_breakdown
How your respondents segment by their AI-determined persona/tier across all products or a specific one. Useful for understanding what kinds of leads each product attracts.
get_product_insights
AI-generated insights across all submissions for a product — patterns, surprises, opportunities. The "what is this data telling me?" view. Pro and Agency plans.
get_talking_points
Ready-to-use conversation starters for sales follow-up, generated from your leads' answers. The "what should I say on the call?" tool. Pro and Agency plans.
A typical daily flow
A pattern many users settle into:
"Good morning. Briefing, please."
get_morning_briefing → "3 new leads since yesterday, 1 hot. Sarah at Acme stood out (87/100)."
"Show me Sarah."
get_response → full submission, AI analysis, scores.
"Talking points for her, please."
get_talking_points → 3–5 personalised conversation hooks based on what she said.
"Tag her hot-lead, mark contacted, and remind me to follow up in 3 days."
tag_response + update_response_status. (The reminder is in your head — Claude doesn't write to your calendar — but the pipeline state is updated.)
Deleting and exporting
delete_leads
Permanently delete up to 100 leads — how you honour someone's request to have their data erased. Claude shows exactly which leads will go and asks you to confirm first.
export_data
Leads and products as spreadsheets (CSV), for one product, the workspace or the whole account — on every plan. Claude gives you download links that work for 15 minutes in your browser; it never pastes lead details into the chat.
"Jo Smith asked us to delete her data."
Claude finds Jo's lead, shows you what would be deleted, and deletes it once you say yes. You can also set a retention period so old leads go automatically (Settings → Client settings → Data retention, or ask Claude — update_workspace).
What the connector can't do
- Read or send email. Email follow-up happens in your email tool. (You can forward Claude's talking-points output to an outbound email manually.)
- Edit response content. You can tag and re-status a response, but not rewrite what someone answered or what the AI returned. A lead is a record of what actually happened.
Pair with set_webhook
For every product where you want leads to flow into your CRM automatically, set a webhook once:
"Send every new lead from my Scorecard to https://hooks.zapier.com/hooks/catch/12345/abcde."
Claude calls set_webhook. From then on, Productised POSTs full response data — contact, answers, AI output — to your URL each time someone completes the product. Pair Zapier or n8n with the webhook to route into HubSpot, Salesforce, etc.