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AI connector use case · Campaigns

Build a recipient list for your next campaign

Ask the AI to make a recipient list from the customers you name, so campaigns go to the right people every time.

  • Reading on
  • Changes on
BUILD A RECIPIENT LIST: Name the people or chats; Save it as a list; Reuse it every time

The prompt

Copy this into Claude, ChatGPT or Gemini

Make a recipient list called "VIP customers" with Kamal Perera, Nimali, Sara and Dilan.

Change the names, times and amounts to your own.
  • Reading on: Switch on “Let Claude read my chats and orders” on the Claude tab of InboxCRM’s HTTP API window.
  • 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 clean, named list you can reuse for every campaign.

  1. 1Switch on reading and changes in InboxCRM.
  2. 2Paste the prompt with the names or numbers.
  3. 3The AI finds each contact and adds them. It asks if a name matches more than one.
  4. 4Add or take out people later the same way.

Tips

  • Keep lists small and specific: VIP, wholesale, repeat buyers.
  • Only add people who agreed to get updates.

Watch out

Taking people out of a list or deleting it shows a preview first.

Connector tools used:recipient_listsfind_contacts

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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