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AI connector use case · Follow-ups

Add notes and details to a contact after a call

Tell the AI what happened on a call in one sentence. It adds a note to the chat and fills the contact's details such as email, company and deal value.

  • Changes on
NOTES IN ONE SENTENCE: Say what you agreed; Save budget and dates; Find it next time

The prompt

Copy this into Claude, ChatGPT or Gemini

Add a note to Dilan's chat: wants delivery before the 15th, budget around 40,000, prefers bank transfer. Also save his email [email protected] and set his deal value to 40,000.

Change the names, times and amounts to your own.
  • Changes on: Switch on “Let Claude change my InboxCRM (create, edit, delete)” on the same tab.

Step by step

How to do it

What you get: Every detail lives next to the chat instead of in your head.

  1. 1Switch on changes in InboxCRM.
  2. 2Paste the prompt right after the call, while you remember.
  3. 3The AI adds the note and updates the contact.
  4. 4Open the chat tools panel next to the chat to see it.

Tips

  • Start notes with the date so you can read them as a timeline.
  • Ask "what do my notes say about Dilan?" before the next call.

Watch out

Do not save card numbers or passwords in notes.

Connector tools used:notescontacts

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

Set up the AI connector

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