AI connector use case · Pipeline
Build a sales pipeline board for your business
Describe how your sales work, and the AI creates an InboxCRM board with stages that match, ready for you to drop chats into.
- Changes on
The prompt
Copy this into Claude, ChatGPT or Gemini
I run a wedding photography business. Make a CRM board called "Wedding enquiries" with stages: New, Date checked, Quote sent, Booked, Lost.
- 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: A board that matches how you actually sell, in under a minute.
- 1Switch on changes in InboxCRM.
- 2Describe your business and the stages you want, or ask the AI to suggest them.
- 3The AI creates the board and stages.
- 4Open the CRM board in InboxCRM to see it.
Tips
- Keep it to 4 to 6 stages.
- Always include a Lost stage so you can see why deals fail.
Watch out
Deleting a board or a stage later shows a preview first.
Connector tools used:pipeline
Not connected yet?
Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.
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“Review my Sales board. Which leads have been in the same stage for more than 7 days? Show the funnel numbers, and draft a short check-in for each stuck lead. Don't send anything.”
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Follow-ups
Follow up automatically when a lead goes quiet
“Make a follow-up for my Sales board: if a lead in "Quote sent" doesn't reply for 2 days, send my "Gentle check-in" quick reply. If still nothing after 5 more days, send "Last check-in". Stop if they reply or change stage.”
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Turn your WhatsApp inbox into an organised sales workspace
Add the extension, open WhatsApp Web and start organising the chats you already have. No separate CRM to keep in sync.
- Works with your existing WhatsApp Web account
- CRM records stay on your device
- AI optional, your own key