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.
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.
get_recent_activity
A feed of recent submissions across all products — contact details, product, segment, pipeline status, tags. Great for a quick scan before a follow-up session.
get_hot_leads
Your highest-priority prospects — responses tagged "hot-lead" or with a high AI score — across all products. 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.
Finding a specific contact
search_responses
Filter responses by date range, segment, status, tags, keyword in the answers, or contact details. The general-purpose find tool.
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.
get_talking_points
Ready-to-use conversation starters for sales follow-up, generated from a specific respondent's data. The "what should I say on the call?" tool.
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.)
What the connector can't do
- Delete responses. Destructive cleanup stays in the dashboard.
- 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 change its answers or AI output — that data is immutable for audit.
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.